Thomas Naratil

UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.

UBS AG engages in the provision of financial advisory solutions for private and institutional investors, intermediaries, and wealth management clients. The firm focuses on the areas of wealth and asset management, as well as investment banking. It offers retail investment products, global financing services, investment research, bespoke financing, traditional investments, as well as bonds and equities. The company was founded in 1862 and is headquartered in Zurich, Switzerland.

Allworth Financial Group LP engages in the provision of financial advisory services. It specializes in retirement planning, investment advising, tax planning & preparation, estate planning, and 401(k) management. The company was founded by Patrick Carl McClain and Scott Thomas Hanson in 1993 and is headquartered in Sacramento, CA.

American Swiss Foundation operates as a non-profit organization that preserves and strengthen the friendship between the United States and Switzerland. It promotes its main program called young leaders conference that is annually held in Switzerland. The company was founded in 1945 and is headquartered in New York, NY.

Part of UBS Group AG, UBS Switzerland AG is a Swiss company that provides wealth management, retail and corporate banking services. The private company is based in Zurich, Switzerland.

UBS Americas Holding LLC operates as a bank holding company. The company is headquartered in New York, NY.

Part of UBS Group AG, UBS Business Solutions AG is a Swiss company that provides business support services. The private company is based in Zurich, Switzerland. Mike Dargan has been the CEO of the company since 2021.