![Alyssa Lorenz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Perfil
Ms. Alyssa Lorenz is an Associate at SAIL Capital Partners LLC.
Prior to joining SAIL, she worked at UBS Financial Services for four years as project coordinator and associate with a leading institutional consulting team that manages $1.7 billion in client assets.
She prepared responses to RFPs from potential clients which resulted in $383 million in new assets for the team.
In that capacity, Alyssa gained notable experience in assessing investment strategies, selecting wealth managers, and understanding the needs of investors.
Antiguos cargos conocidos de Alyssa Lorenz.
| Empresas | Cargo | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
SAIL Capital Partners LLC
 SAIL Capital Partners LLC Investment ManagersFinance SAIL Capital Partners invests in companies located in the United States. The firm focuses on energy, water and global resource sectors. It provides financing for early stage capital requirements and also makes co-investments. | Analista de Capital Privado | - |
Formación de Alyssa Lorenz.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
97
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SAIL Capital Partners LLC
SAIL Capital Partners LLC Investment ManagersFinance SAIL Capital Partners invests in companies located in the United States. The firm focuses on energy, water and global resource sectors. It provides financing for early stage capital requirements and also makes co-investments. | Finance |
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