Patty Merritt
Directeur/Membre du Conseil chez The Student Conservation Association, Inc.
Profil
Ms. Patricia Merritt is a Private Wealth Advisor at UBS Financial Services, Inc. She is on the Board of Directors at The Student Conservation Association, Inc. She has combined her background as a legal professional with her expertise in financial planning to help ultra high net worth clients grow and preserve their wealth and establish their legacy.
As a Private Wealth Advisor, she offers clients access to a distinctive level of sophisticated advice and service.
Ms. Merritt has spent 17 years with J.P.
Morgan, serving in corporate finance and with the Private Bank.
She received her undergraduate degree from Smith College and an MBA from Yale School of Management.
Postes actifs de Patty Merritt
| Sociétés | Poste | Début |
|---|---|---|
The Student Conservation Association, Inc.
 The Student Conservation Association, Inc. Miscellaneous Commercial ServicesCommercial Services The Student Conservation Association, Inc. provides environment protection services. It is a force of high school and college-age volunteers who are committed to protect the environment. The company was founded in 1957 and is headquartered in Charlestown, NH | Directeur/Membre du Conseil | - |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Gestionnaire de Portefeuille-Actions | 01/04/2004 |
Anciens postes connus de Patty Merritt
| Sociétés | Poste | Fin |
|---|---|---|
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
Formation de Patty Merritt
| Smith College | Undergraduate Degree |
| Yale School of Management | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Student Conservation Association, Inc.
The Student Conservation Association, Inc. Miscellaneous Commercial ServicesCommercial Services The Student Conservation Association, Inc. provides environment protection services. It is a force of high school and college-age volunteers who are committed to protect the environment. The company was founded in 1957 and is headquartered in Charlestown, NH | Commercial Services |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
| J.P. Morgan & Co., Inc. (Old) | Finance |