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David James Yvars
Amministratore Delegato presso The David J. Yvars Group, Inc.
Posizioni attive di David James Yvars
Società | Posizione | Inizio | Fine |
---|---|---|---|
The David J. Yvars Group, Inc.
![]() The David J. Yvars Group, Inc. Investment ManagersFinance The David J. Yvars Group, Inc. (DJY) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Valhalla, New York. The firm was founded in 2004 by David J. Yvars, Sr. DJY provides investment advisory services as well as financial planning services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates and corporations. | Amministratore Delegato | 01/01/2004 | - |
Direttore degli Investimenti | 01/01/2004 | - | |
Responsabile della Conformità | 01/01/2004 | - | |
Fondatore | 01/01/2004 | - | |
Gestore di Portafoglio-Azioni | 01/01/2004 | - | |
Presidente | 01/01/2004 | - | |
Responsabile della banca privata | 01/01/2004 | - |
Storia della carriera di David James Yvars
Precedenti posizioni note di David James Yvars
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/06/2001 | 01/01/2004 |
Formazione di David James Yvars
The University of Tampa, Inc. | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Posizioni
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Settori
Finance | 3 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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The David J. Yvars Group, Inc.
![]() The David J. Yvars Group, Inc. Investment ManagersFinance The David J. Yvars Group, Inc. (DJY) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Valhalla, New York. The firm was founded in 2004 by David J. Yvars, Sr. DJY provides investment advisory services as well as financial planning services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates and corporations. | Finance |
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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