Profil
Mr. Kevin J.
McDevitt is a Senior Vice President of Wealth Management at UBS Financial Services, Inc. He has over 30 years of experience working with affluent families, business owners, and corporate executives.
He joined UBS Financial Services, Inc in 1987 through its predecessor companies, Kidder Peabody and PaineWebber.
He received his undergraduate degree from Butler University and an MBA from the University of Detroit Mercy.
He is a Certified Financial Planner (CFP), a Certified Private Wealth Advisor (CPWA), a Certified Exit Planning Advisor (CEPA), and is a member of the Investment & Wealth Institute, formally IMCA.
Aktive Positionen von Kevin McDevitt
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.09.1987 |
Ehemalige bekannte Positionen von Kevin McDevitt
| Unternehmen | Position | Ende |
|---|---|---|
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Corporate Officer/Principal | 31.12.1994 |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | 31.12.1999 |
Ausbildung von Kevin McDevitt
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
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 |
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Butler University
Butler University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Detroit Mercy
University of Detroit Mercy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















