Profile
Ms. Gillian E.
Vapnek, CFA, is a Research Analyst at Gupta Wealth Management LLC.
She joined the firm in October 2013.
She was previously employed as a Principal by UBS Trust Co NA from February 2013 to October 2013, Client Associate by Wells Fargo Advisors LLC from December 2011 to February 2013, a Principal by Homemakers Furniture, Inc from April 2008 to November 2011, Financial Editor by CallStreet LLC from June 2006 to December 2006, a Principal by Homemakers Furniture, Inc., and Vice President by McDonald Investments, Inc from August 1998 to June 1999.
She also worked with Redhill Realty Investors as a Consultant from January 2007 to March 2008.
She received her BS, Accounting from the State University of New York at Binghamton.
She is a Chartered Financial Analyst.
Former positions of Gillian Erica Vapnek
| Companies | Position | End |
|---|---|---|
UBS Trust Co., NA
 UBS Trust Co., NA Regional BanksFinance UBS Trust Co. NA is an investment adviser headquartered in Wilmington, Delaware with additional offices in New York City and Weehawken, New Jersey. The firm is a subsidiary of UBS Americas, Inc. their ultimate parent is UBS AG (NYSE:UBS). | Corporate Officer/Principal | 30/09/2013 |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 31/01/2013 |
Homemakers Furniture, Inc.
 Homemakers Furniture, Inc. Wholesale DistributorsDistribution Services Homemakers Furniture, Inc. distributes furniture, home furnishings, and accessories. The private company is based in Urbandale, IA. | Corporate Officer/Principal | 30/11/2011 |
| CallStreet LLC | Corporate Officer/Principal | 31/12/2006 |
Homemakers Furniture, Inc.
Homemakers Furniture, Inc. Wholesale DistributorsDistribution Services Homemakers Furniture, Inc. distributes furniture, home furnishings, and accessories. The private company is based in Urbandale, IA. | Corporate Officer/Principal | 31/05/2006 |
Training of Gillian Erica Vapnek
| State University of New York at Binghamton | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Gupta Wealth Management LLC
 Gupta Wealth Management LLC Investment ManagersFinance Founded by Ajay K. Gupta in 2013, Gupta Wealth Management LLC is a wealth management firm and registered investment advisor located in San Diego, California. The firm is a subsidiary of Creative Planning, Inc. They provide services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, corporations and other business entities. | Finance |
UBS Trust Co., NA
UBS Trust Co., NA Regional BanksFinance UBS Trust Co. NA is an investment adviser headquartered in Wilmington, Delaware with additional offices in New York City and Weehawken, New Jersey. The firm is a subsidiary of UBS Americas, Inc. their ultimate parent is UBS AG (NYSE:UBS). | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
Homemakers Furniture, Inc.
Homemakers Furniture, Inc. Wholesale DistributorsDistribution Services Homemakers Furniture, Inc. distributes furniture, home furnishings, and accessories. The private company is based in Urbandale, IA. | Distribution Services |
| CallStreet LLC | Commercial Services |
McDonald Investments, Inc.
 McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Finance |
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