Amir Ali Monsefi
Chief Executive Officer at AIRE Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Mitch Hoover | M | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | 11 years |
| Stuart Altman | M | 86 |
Brandeis University
| 34 years |
| Gabriela Ingrid Adessi | F | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | 8 years |
| Sarah Norman | F | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | 11 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Fredric Tomczyk | M | 69 |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | 10 years |
| Sean Minnihan | M | - |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.
Brandeis University
| 10 years |
| Ashvin Bonafede Chhabra | M | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | 2 years |
| Jin-Soo Kim | M | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | 14 years |
| Thomas Montag | M | 67 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | 11 years |
| Urs S. Weber | M | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | - |
| Bill Bender | M | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | 14 years |
| Michael Todd Henry | M | - |
Brandeis University
| 8 years |
| Craig Lee Walling | M | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | - |
| Sergio Marchionne | M | 72 |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 2 years |
| Frank Ossino | M | - |
Brandeis University
| 5 years |
| Mary Ann Christina Bartels | F | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | 20 years |
| Lawrence M. Kahn | M | - |
UCLA Anderson School of Management
| 2 years |
| Eric Chadwick | M | 48 |
UCLA Anderson School of Management
| 2 years |
| Bill Conrad | M | 38 |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | - |
| Narinder Singh | M | 51 |
UCLA Anderson School of Management
| 2 years |
| Tang Li | M | - |
UCLA Anderson School of Management
| 2 years |
| Firas Nasir | M | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 3 years |
| Kenneth Toshima | M | - |
UCLA Anderson School of Management
| 2 years |
| Yong Qian Wu | M | 61 |
Brandeis University
| 3 years |
| James Hagan | M | 51 |
UCLA Anderson School of Management
| 2 years |
| Darlene Sammon | F | - |
UCLA Anderson School of Management
| 3 years |
| Elliot Bruce Herman | M | 58 |
Brandeis University
| 4 years |
| Mitchell Bryan Baruchowitz | M | 49 |
Brandeis University
| 4 years |
| Jürgen Kupper | M | - |
Brandeis University
| 3 years |
| Connor Dawson | M | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 2 years |
| Sean Michael Leder | M | 53 |
Brandeis University
| 4 years |
| Medvedev Andrew | M | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 4 years |
| Rich Greenfield | M | - |
Brandeis University
| 4 years |
| Kevin Lee | M | - |
UCLA Anderson School of Management
| 3 years |
| Benjamin Stilp | M | - |
UCLA Anderson School of Management
| 2 years |
| Peter Arnold | M | - |
UCLA Anderson School of Management
| 3 years |
| John Ho | M | - |
UCLA Anderson School of Management
| 2 years |
| Ira Cohen | M | - |
Brandeis University
| 4 years |
| adam schlifke | M | - |
UCLA Anderson School of Management
| 2 years |
| Eric Neis | M | - |
UCLA Anderson School of Management
| 6 years |
| Alex Wang | M | - |
UCLA Anderson School of Management
| 2 years |
| Jasper Lewitton | M | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 5 years |
| Corey Danzig | M | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 5 years |
| Stephen Smith | M | - |
UCLA Anderson School of Management
| - |
| Barry Mitchell | M | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 10 years |
| Susan Goodell Goldman | F | - |
UCLA Anderson School of Management
| 2 years |
| Joshua Lippiner | M | - |
UCLA Anderson School of Management
| 2 years |
| John Heartwood Newman | M | - |
UCLA Anderson School of Management
| 2 years |
| Ya Jun Xu | M | - |
Brandeis University
| 5 years |
| Marlo Oaks | M | - |
UCLA Anderson School of Management
| 3 years |
| Carolyn C Warner | F | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 5 years |
| Andrew Hill | M | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 4 years |
| Robert Bernstone | M | - |
Brandeis University
| 4 years |
| Michael Maron | M | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 10 years |
| Katy Terrell | F | - |
UCLA Anderson School of Management
| 2 years |
| Byron Edward Gill | M | - |
Brandeis University
| 4 years |
| John H. Abbott | M | - |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | 3 years |
| Steve Binns | M | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 9 years |
| Patrick Wasser | M | - |
UCLA Anderson School of Management
| 2 years |
| Brandon D. Bond | M | - |
UCLA Anderson School of Management
| 2 years |
| Claudia T. Salomon | F | - |
Brandeis University
| 4 years |
| Mike A. LaSalle | M | 51 |
UCLA Anderson School of Management
| 2 years |
| Matthew Gorin | M | - |
Brandeis University
| 4 years |
| Jacqueline Eckhouse | F | - |
Brandeis University
| 4 years |
| Joe Gubler | M | - |
UCLA Anderson School of Management
| 3 years |
| Gregory Haendel | M | - |
UCLA Anderson School of Management
| 2 years |
| Mike Schimmel | M | - |
UCLA Anderson School of Management
| 2 years |
| Grady Smith | M | - |
UCLA Anderson School of Management
| 3 years |
| Gabriele Questa | M | 44 |
UCLA Anderson School of Management
| - |
| Michael Jamil Taila | M | - |
UCLA Anderson School of Management
| 2 years |
| Adam Daniel Cutler | M | 50 |
Brandeis University
| 4 years |
| Richard Greenfield | M | - |
Brandeis University
| 4 years |
| Brian Gaines | M | - |
Brandeis University
| 4 years |
| Martin Ji | M | - |
UCLA Anderson School of Management
| 2 years |
| Wayne M. Collette | M | 55 |
Brandeis University
| 4 years |
| John Capeci | M | - |
Brandeis University
| 5 years |
| David Wang | M | 61 |
UCLA Anderson School of Management
| 2 years |
| Tran Nguyen | M | 50 |
UCLA Anderson School of Management
| 2 years |
| Jeffrey Jon Berney | M | - |
Brandeis University
| 4 years |
| Liza Hing | F | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | - |
| Aaron C. Sokolik | M | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 5 years |
| Guillermina Hernández-Galleos | M | - |
Brandeis University
| 7 years |
| John Morris | M | - |
Brandeis University
| 2 years |
| Angela Ene | F | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 2 years |
| Paul Wigdor | M | 56 |
Brandeis University
| 4 years |
| Penelope N. M. N. Trunk | F | - |
Brandeis University
| 4 years |
| Stephen Hazan Arnoff | M | - |
Brandeis University
| 4 years |
| Allen Kamer | M | 53 |
Brandeis University
| 4 years |
| Larry Bookman | M | - |
Brandeis University
| 5 years |
| Qiang Yu | M | - |
Brandeis University
| 3 years |
| Jay Heirshberg | M | - |
UCLA Anderson School of Management
| 2 years |
| Sai Keung Liu | M | 51 |
UCLA Anderson School of Management
| 2 years |
| Sergio Ermotti | M | 64 |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 9 years |
| Oleg Neroslavsky | M | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 7 years |
| Julia Guilbeault | F | - |
Brandeis University
| 4 years |
| Benjamin Bin Chow | M | - |
UCLA Anderson School of Management
| 2 years |
| Carlos Gomez-Lopez | M | - |
Brandeis University
| 1 years |
| Mark Pearlstein | M | - |
Brandeis University
| 4 years |
| Rouven Wool-Lewis | M | 51 |
Brandeis University
| 4 years |
| Christopher Jenkins | M | - |
UCLA Anderson School of Management
| 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Amir Ali Monsefi
- Personal Network
