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Daniel Schurr
Gestionnaire de Portefeuille-Actions chez
UBS Financial Services, Inc.
Profil
Mr. Daniel J.
Schurr is a Vice President of Wealth Management at UBS Financial Services, Inc.
He has more than 15 years of industry experience and began his career in financial services in 2008 with UBS.
He rejoins from Merrill Lynch Wealth Management, where he served as a Vice President and Senior Financial Advisor.
Daniel works with individuals, families, businesses, and institutions to deliver customized strategies and solutions based on each client’s unique needs.
He received his undergraduate degree from Western Illinois University.
Postes actifs de Daniel Schurr
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/12/2023 |
Anciens postes connus de Daniel Schurr
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Corporate Officer/Principal | - |
Formation de Daniel Schurr
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
16
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
Western Illinois University
 Western Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Finance |
