Scott Richard Smith
Portfolio Manager-Equities at UBS Financial Services, Inc.
Profile
Mr. Scott R.
Smith is a First Vice President of Wealth Management at UBS Financial Services, Inc. He joined UBS's Philadelphia office in 1988 after a successful 15 year career as a manufacturing executive specializing in international management and finance.
His primary focus is developing investment strategies emphasizing preservation of capital for private investors, families, and institutions.
He holds a Bachelor's degree from The American University and earned an MBA from The Wharton School of the University of Pennsylvania.
Scott Richard Smith active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 01/01/1995 |
Training of Scott Richard Smith
| American University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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. | Finance |
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