![Anthony S. Jezek](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Anthony S.
Jezek is a Founder & Senior Wealth Manager at Olistico Wealth LLC.
He is on the Board of Directors at Holland Hall.
Prior to Olistico, He served as a Senior Vice President for UBS Financial Services from 2001 until 2021 after serving in the same position at Merrill Lynch (1988-2001) and Shearson Lehman Brothers (1984-1988).
Postes actifs de Anthony S. Jezek
| Sociétés | Poste | Début |
|---|---|---|
Holland Hall
 Holland Hall Other Consumer ServicesConsumer Services Functions as a primary, middle and upper school | Directeur/Membre du Conseil | - |
Olistico Wealth LLC
 Olistico Wealth LLC Investment ManagersFinance Olistico Wealth creates, manages, and oversees their clients’ investment portfolio to achieve their financial goals. | Directeur Général | 01/04/2021 |
Anciens postes connus de Anthony S. Jezek
| Sociétés | Poste | Fin |
|---|---|---|
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 | 01/01/2021 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2001 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Holland Hall
Holland Hall Other Consumer ServicesConsumer Services Functions as a primary, middle and upper school | Consumer Services |
Olistico Wealth LLC
Olistico Wealth LLC Investment ManagersFinance Olistico Wealth creates, manages, and oversees their clients’ investment portfolio to achieve their financial goals. | Finance |
