Ann Estelle Deaton
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Perfil
Ms. Ann E.
Deaton is a Senior Managing Director at USCA RIA LLC.
She has over 27 years of investment experience, she has assisted many pension plans, foundations and endowments, corporations, and high net worth individuals in developing investment guidelines, structuring asset allocation programs, manager searches and performance analysis.
Prior joining USCA, she was employed as a Financial Advisor by UBS Financial Services, Inc. and a Principal by Smith Barney & Co., Inc. She also served on the board at Houston Area Women’s Center.
Ms. Deaton received her undergraduate degree from the University of North Carolina at Chapel Hill.
She then attended the University of California at Berkeley, earning her Master’s degree in Public Policy with a specialty in Economics.
Additionally, Ms. Deaton received her CIMA® (Certified Investment Management Analyst®) certification from the Wharton School of Business at the University of Pennsylvania (1992).
Antiguos cargos conocidos de Ann Estelle Deaton.
| Empresas | Cargo | Fin |
|---|---|---|
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. | Miembro del Comité de Inversión | 30/06/2021 |
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. | Corporate Officer/Principal | 03/12/2010 |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Houston Area Women’s Center
 Houston Area Women’s Center Services to the Health IndustryHealth Services The Houston Area Women's Center provides individual and family social services. It offers sexual assault services, counseling services, children court services, and violence prevention and community services. The company was founded in 1977 and is headquartered in Houston, TX. | Director/Miembro de la Junta | - |
Formación de Ann Estelle Deaton.
| University of California, Berkeley | Graduate Degree |
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
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| Empresas privadas | 4 |
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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 |
Houston Area Women’s Center
Houston Area Women’s Center Services to the Health IndustryHealth Services The Houston Area Women's Center provides individual and family social services. It offers sexual assault services, counseling services, children court services, and violence prevention and community services. The company was founded in 1977 and is headquartered in Houston, TX. | Health Services |
| Smith Barney & Co., Inc. | Finance |
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. | Finance |
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