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Doran Adhami
Director Ejecutivo en
United Global Advisors LLC
.
Perfil
Mr. Doran J.
Adhami is a Chief Executive Officer & Principal at United Global Advisors LLC.
He has been a financial advisor to high net worth families and institutional investors for over 20 years.
Mr. Adhami began his wealth management career at Merrill Lynch in 1999.
After spending over six years at Merrill Lynch, he joined UBS in 2005.
He holds a B.A. in Economics from the University of California at Los Angeles (UCLA).
He is qualified under the Financial Industry Regulatory Authority (FINRA) Series 7, 63 and 65.
He also holds an insurance license.
Cargos activos de Doran Adhami
| Empresas | Cargo | Inicio |
|---|---|---|
United Global Advisors LLC
 United Global Advisors LLC Investment ManagersFinance UGA employs fundamental analysis, technical analysis, and cyclical analysis as their primary methods for analyzing securities to achieve the investment objectives and goals of their client portfolios. | Director Ejecutivo | 01/01/2013 |
Antiguos cargos conocidos de Doran Adhami.
| 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 | - |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 31/12/2004 |
Formación de Doran Adhami.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
96
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
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, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
United Global Advisors LLC
United Global Advisors LLC Investment ManagersFinance UGA employs fundamental analysis, technical analysis, and cyclical analysis as their primary methods for analyzing securities to achieve the investment objectives and goals of their client portfolios. | Finance |
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