Andrew Yuen
Portfolio Manager-Equities at UBS Financial Services, Inc.
Profile
Andrew Wai Yuen is a Portfolio Manager at UBS Financial Services, Inc. since 2005.
He previously worked as an Investment Consultant at TD Waterhouse Group, Inc., Assistant Portfolio Manager at Barclays Global Asset Management, and Senior Sales Associate at Credit Suisse First Boston Corp.
He also worked as a Practice Leader Finance Performance Improvement at ALaS, Inc. Mr. Yuen received his undergraduate degree from Metropolitan College of New York in 1998.
Andrew Yuen active positions
Companies | Position | Start |
---|---|---|
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. | Portfolio Manager-Equities | 2005-04-30 |
Former positions of Andrew Yuen
Companies | Position | End |
---|---|---|
Credit Suisse First Boston Corp. | Corporate Officer/Principal | - |
ALaS, Inc.
ALaS, Inc. Miscellaneous Commercial ServicesCommercial Services ALaS, Inc. provided consulting, technology and transformation services. It served to the financial services industry. The company was founded in 2003 and was headquartered in Yonkers, NY. | Corporate Officer/Principal | - |
TD Waterhouse Group, Inc.
TD Waterhouse Group, Inc. Investment Banks/BrokersFinance TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis. The company currently services 3.2 million active customer accounts in the United States, Canada, and the United Kingdom, and through its brokerage subsidiaries and affiliates, acts as custodian for approximately $172.3 billion customer assets | Corporate Officer/Principal | - |
Barclays Global Asset Management | Portfolio Manager-Equities | - |
Training of Andrew Yuen
Metropolitan College of New York | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Barclays Global Asset Management | Finance |
ALaS, Inc.
ALaS, Inc. Miscellaneous Commercial ServicesCommercial Services ALaS, Inc. provided consulting, technology and transformation services. It served to the financial services industry. The company was founded in 2003 and was headquartered in Yonkers, NY. | Commercial Services |
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 |
TD Waterhouse Group, Inc.
TD Waterhouse Group, Inc. Investment Banks/BrokersFinance TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis. The company currently services 3.2 million active customer accounts in the United States, Canada, and the United Kingdom, and through its brokerage subsidiaries and affiliates, acts as custodian for approximately $172.3 billion customer assets | Finance |
Credit Suisse First Boston Corp. | Finance |
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