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Profil
Mr. Jean Neustadt, Jr., is a Managing Director at USCA RIA LLC.
He has over 38 years of experience in the financial services industry.
Mr. Neustadt has previously worked at UBS, PaineWebber and Rotan Mosle.
Mr. Neustadt received a B.B.A. from St. Edwards University and attended Oklahoma State University.
Anciens postes connus de Jean Neustadt
| Sociétés | Poste | Fin |
|---|---|---|
USCA RIA LLC
 USCA RIA LLC Investment ManagersFinance USCA RIA offers their clients access to a wide range of investment strategies in their advisory accounts, including higher risk or aggressive investment strategies. The firm generally uses a mix of fundamental, technical and quantitative analysis. Investment strategies generally include asset allocation and diversification along with a mix of growth and value strategies. | Gestionnaire de Portefeuille-Actions | 30/06/2021 |
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 | - |
Formation de Jean Neustadt
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 |
St. Edward's University
 St. Edward's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
USCA RIA LLC
USCA RIA LLC Investment ManagersFinance USCA RIA offers their clients access to a wide range of investment strategies in their advisory accounts, including higher risk or aggressive investment strategies. The firm generally uses a mix of fundamental, technical and quantitative analysis. Investment strategies generally include asset allocation and diversification along with a mix of growth and value strategies. | Finance |
