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Profil
Mr. Fulk joined Wolfe Research as an Associate on the Institutional Services team in November 2008.
Prior to joining Wolfe Research, Mr. Fulk worked at UBS Financial Services Inc. for two years in the Private Wealth Management division.
At UBS, Mr. Fulk worked as part of a team that managed investment portfolios for high net worth individuals and families.
He was primarily involved with client communication and the development and execution of the team’s investment strategies.
Mr. Fulk also spent time on the design of the UBS platform for stock option execution and restricted stock sales.
Mr. Fulk graduated from Georgetown University’s undergraduate McDonough School of Business with a Bachelor of Science degree.
Anciens postes connus de MacKenzie E. Fulk
| Sociétés | Poste | Fin |
|---|---|---|
Wolfe Research LLC
 Wolfe Research LLC Investment ManagersFinance Provides investment research | Ventes Institutionnelles | 31/03/2010 |
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 MacKenzie E. Fulk
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
13
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
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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 |
Georgetown University
 Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Provides investment research | Finance |
