Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jonathan Woloshin | M | - |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 17 years |
| Michael Sinclair | M | 82 |
Tufts University
| 31 years |
| Andrew Yuen | M | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 19 years |
| Nicole Decker | F | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 16 years |
| Patty Merritt | F | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 20 years |
| Jeffrey Rudner | M | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 20 years |
| JefF Brunner | M | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 19 years |
| Stephen Egbert | M | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 21 years |
| Jeffrey Michael Mevorach | M | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 20 years |
| Paul Adams | M | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 15 years |
| David Howard Chodosch | M | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 16 years |
| Brian Rose | M | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 14 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Matt West | M | 55 |
USCA RIA LLC
 USCA RIA LLC Investment ManagersFinance USCA RIA LLC is a sec-registered investment advisor headquartered in Houston, Texas. The firm is a wholly-owned subsidiary of US Capital Advisors LLC, a Texas-based financial services firm. The firm was founded in 2010 and they are a wholly-owned subsidiary of US Capital Advisors LLC. USCA RIA offers investment advisory services to individuals, trusts, estates, charitable organizations and other business entities. The firm is the sponsor of a wrap fee program referred to as the USCA RIA LLC Managed Account Solutions Program.
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
Merrill Lynch & Co., Inc.
| 24 years |
| Barry Stephen Guinn | M | 47 |
USCA RIA LLC
USCA RIA LLC Investment ManagersFinance USCA RIA LLC is a sec-registered investment advisor headquartered in Houston, Texas. The firm is a wholly-owned subsidiary of US Capital Advisors LLC, a Texas-based financial services firm. The firm was founded in 2010 and they are a wholly-owned subsidiary of US Capital Advisors LLC. USCA RIA offers investment advisory services to individuals, trusts, estates, charitable organizations and other business entities. The firm is the sponsor of a wrap fee program referred to as the USCA RIA LLC Managed Account Solutions Program.
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 19 years |
| Ann Estelle Deaton | F | 69 |
USCA RIA LLC
USCA RIA LLC Investment ManagersFinance USCA RIA LLC is a sec-registered investment advisor headquartered in Houston, Texas. The firm is a wholly-owned subsidiary of US Capital Advisors LLC, a Texas-based financial services firm. The firm was founded in 2010 and they are a wholly-owned subsidiary of US Capital Advisors LLC. USCA RIA offers investment advisory services to individuals, trusts, estates, charitable organizations and other business entities. The firm is the sponsor of a wrap fee program referred to as the USCA RIA LLC Managed Account Solutions Program.
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 15 years |
| David Michael King | M | - |
USCA RIA LLC
USCA RIA LLC Investment ManagersFinance USCA RIA LLC is a sec-registered investment advisor headquartered in Houston, Texas. The firm is a wholly-owned subsidiary of US Capital Advisors LLC, a Texas-based financial services firm. The firm was founded in 2010 and they are a wholly-owned subsidiary of US Capital Advisors LLC. USCA RIA offers investment advisory services to individuals, trusts, estates, charitable organizations and other business entities. The firm is the sponsor of a wrap fee program referred to as the USCA RIA LLC Managed Account Solutions Program.
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 19 years |
| David Michael Harris | M | 68 |
USCA RIA LLC
USCA RIA LLC Investment ManagersFinance USCA RIA LLC is a sec-registered investment advisor headquartered in Houston, Texas. The firm is a wholly-owned subsidiary of US Capital Advisors LLC, a Texas-based financial services firm. The firm was founded in 2010 and they are a wholly-owned subsidiary of US Capital Advisors LLC. USCA RIA offers investment advisory services to individuals, trusts, estates, charitable organizations and other business entities. The firm is the sponsor of a wrap fee program referred to as the USCA RIA LLC Managed Account Solutions Program.
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 17 years |
| Sally J. Dessloch | F | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 12 years |
| Patrick Michael Mendenhall | M | - |
USCA RIA LLC
USCA RIA LLC Investment ManagersFinance USCA RIA LLC is a sec-registered investment advisor headquartered in Houston, Texas. The firm is a wholly-owned subsidiary of US Capital Advisors LLC, a Texas-based financial services firm. The firm was founded in 2010 and they are a wholly-owned subsidiary of US Capital Advisors LLC. USCA RIA offers investment advisory services to individuals, trusts, estates, charitable organizations and other business entities. The firm is the sponsor of a wrap fee program referred to as the USCA RIA LLC Managed Account Solutions Program. | 11 years |
| Joseph Grano | M | 76 |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 2 years |
| Stephen E. Flynn | M | 64 |
Tufts University
| 3 years |
| James Joseph Hosker | M | - |
Tufts University
| 7 years |
| Launny Steffens | M | 82 |
Merrill Lynch & Co., Inc.
| 16 years |
| Mona Vernon | F | - |
Tufts University
| 6 years |
| Anita Sands | M | 47 |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 4 years |
| Jamie Ebersole | M | - |
Tufts University
| 5 years |
| Michael A. Karsch | M | - |
Tufts University
| 5 years |
| Bob Mulholland | M | 72 |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | - |
| Doran Joseph Adhami | M | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
Merrill Lynch & Co., Inc.
| 13 years |
| Lisa Lee | F | - |
Merrill Lynch & Co., Inc.
| 9 years |
| Bob Doherty | M | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
Merrill Lynch & Co., Inc.
| 18 years |
| Christopher John Sylvester | M | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 2 years |
| O'Malley Hayes | F | - |
Merrill Lynch & Co., Inc.
| 11 years |
| Moisés Israel Abecasis | M | - |
Merrill Lynch & Co., Inc.
| 6 years |
| Tom Brosnan | M | 55 |
Tufts University
| 4 years |
| Omar Jaffrey | M | - |
Merrill Lynch & Co., Inc.
| 5 years |
| James L. Cunningham | M | 51 |
Merrill Lynch & Co., Inc.
| 2 years |
| Herb Sih | M | - |
Merrill Lynch & Co., Inc.
| 4 years |
| Brian Doe | M | - |
Merrill Lynch & Co., Inc.
| 9 years |
| Jyoti Chopra | F | 60 |
Merrill Lynch & Co., Inc.
| 11 years |
| Ush Patel | M | - |
Merrill Lynch & Co., Inc.
| 7 years |
| William J. Sanford | M | - |
Merrill Lynch & Co., Inc.
| 1 years |
| Jean-Marc Bouhelier | M | 60 |
Merrill Lynch & Co., Inc.
| 4 years |
| Barbara Benner Hudock | F | - |
Merrill Lynch & Co., Inc.
| 26 years |
| Joseph Michael Barry | M | - |
Merrill Lynch & Co., Inc.
| 25 years |
| Paula D. Polito | F | 64 |
Merrill Lynch & Co., Inc.
| 9 years |
| Anthony Gibney | M | 53 |
Merrill Lynch & Co., Inc.
| 10 years |
| Pedro Muñoz | M | - |
Tufts University
| - |
| Ibin Bachtiar | M | - |
Tufts University
| 4 years |
| Alex Te-Chi Chen | M | - |
Tufts University
| 4 years |
| John Brody | M | - |
Tufts University
| 4 years |
| Michael Carlton Murray | M | - |
Merrill Lynch & Co., Inc.
| 16 years |
| Anthony Lin | M | - |
Merrill Lynch & Co., Inc.
| 4 years |
| Robert Colligan | M | 52 |
Merrill Lynch & Co., Inc.
| 3 years |
| Bruce Wellington Bligh | M | - |
Tufts University
| 4 years |
| David Anaclethe Emma | M | - |
Merrill Lynch & Co., Inc.
| 10 years |
| Joseph G. Romano | M | - |
Merrill Lynch & Co., Inc.
| 12 years |
| Matt Dillig | M | - |
Merrill Lynch & Co., Inc.
| 10 years |
| Mike Collett | M | - |
Merrill Lynch & Co., Inc.
| 4 years |
| Mike Gray | M | - |
Merrill Lynch & Co., Inc.
| - |
| Mike Stephenson | M | - |
Merrill Lynch & Co., Inc.
| 6 years |
| Frank Masse | M | - |
Merrill Lynch & Co., Inc.
| - |
| Matthew Adams | M | - |
Merrill Lynch & Co., Inc.
| 7 years |
| Kim Bernall | F | - |
Merrill Lynch & Co., Inc.
| 4 years |
| Marc Pandraud | M | 66 |
Merrill Lynch & Co., Inc.
| - |
| Ross Rodrigues | M | - |
Tufts University
| 4 years |
| Waverly Deutsch | M | - |
Tufts University
| 7 years |
| Michael J. McKinnon | M | - |
Tufts University
| 4 years |
| Tony Kim | M | - |
Merrill Lynch & Co., Inc.
| 2 years |
| Michael Peterson | M | 63 |
Merrill Lynch & Co., Inc.
| 4 years |
| Kevin L. Bespolka | M | 61 |
Merrill Lynch & Co., Inc.
| 8 years |
| Paul J. Matus | M | - |
Merrill Lynch & Co., Inc.
| - |
| Michael E. Faerm | M | 57 |
Merrill Lynch & Co., Inc.
| 4 years |
| David K. Juncker | M | - |
Merrill Lynch & Co., Inc.
| 2 years |
| Leo Carpio | M | - |
Merrill Lynch & Co., Inc.
| 1 years |
| Doron S. Eisenberg | M | - |
Tufts University
| 4 years |
| Chuck Goldblum | M | - |
Tufts University
| 4 years |
| Bruce J. Schanzer | M | 55 |
Merrill Lynch & Co., Inc.
| 6 years |
| Jerry Miller | M | - |
Merrill Lynch & Co., Inc.
| 5 years |
| Jody I. Hrazanek | F | - |
Merrill Lynch & Co., Inc.
| 2 years |
| Lex Leeming | M | - |
Tufts University
| 4 years |
| Michael Cavanaugh | M | 50 |
Merrill Lynch & Co., Inc.
| 3 years |
| Mark O. Blais | M | - |
Tufts University
| 4 years |
| Iain Franks | M | - |
Merrill Lynch & Co., Inc.
| 2 years |
| Barry Blattman | M | 61 |
Merrill Lynch & Co., Inc.
| - |
| Chris Carroll | M | - |
Merrill Lynch & Co., Inc.
| 3 years |
| Louis Molinari | M | - |
Merrill Lynch & Co., Inc.
| 11 years |
| David S. Ram | M | - |
Merrill Lynch & Co., Inc.
| - |
| Adam Williams | M | - |
Merrill Lynch & Co., Inc.
| 8 years |
| Christopher Brown | M | - |
Merrill Lynch & Co., Inc.
| 6 years |
| Theresa Donohoe | F | - |
Merrill Lynch & Co., Inc.
| 5 years |
| Michael Feldman | M | - |
Tufts University
| 4 years |
| Brian A. Johnson | M | - |
Tufts University
| 4 years |
| Julie Levenson | F | 61 |
Merrill Lynch & Co., Inc.
| 3 years |
| Ademola B. Odunsi | M | - |
Merrill Lynch & Co., Inc.
| 6 years |
| Joshua Flum | M | 54 |
Tufts University
| 4 years |
| Cem Karacadag | M | - |
Tufts University
| 2 years |
| Ankur Ambika Sahu | M | 54 |
Tufts University
| 4 years |
| John Hele | M | 65 |
Merrill Lynch & Co., Inc.
| 10 years |
| Smith Brian | M | - |
Merrill Lynch & Co., Inc.
| 5 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Christian Chance Bauman
- Personal Network
