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Doran Joseph Adhami
Amministratore Delegato presso
United Global Advisors LLC
Profilo
Mr. Doran J.
Adhami is Chief Executive Officer & Principal at United Global Advisors LLC.
He has been a financial advisor to wealthy families and institutional investors for over 15 years.
He co-founded UGA in 2013.
He is also Managing member and Chief Compliance Officer.
In addition to his responsibilities at UGA, he serves as a portfolio manager of the Ace of Swords fund.
Amongst several charitable organizations that he serves, he is a board member and treasurer of The Magbit Foundation, a foundation that provides interest-free student loans to undergraduate and graduate students.
He is also a board member of the Neuro-Muscular Disease foundation.
Mr. Adhami began his wealth management career at Merrill Lynch in 1999.
After spending six years at Merrill Lynch, he joined UBS in 2005.
Mr. Adhami holds a B.A. in Economics from the University of California at Los Angeles.
He holds the Financial Industry Regulatory Authority Series 7, 63 and 65 licenses.
He also holds an Insurance license.
Posizioni attive di Doran Joseph Adhami
| Società | Posizione | Inizio |
|---|---|---|
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. | Amministratore Delegato | 01/01/2013 |
Precedenti posizioni note di Doran Joseph Adhami
| Società | Posizione | Fine |
|---|---|---|
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 |
Formazione di Doran Joseph Adhami
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
96
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
