Profil
Mr. Zain Akbari, CFA MBA, is an Equity Analyst at Morningstar, Inc. He covers food companies, auto parts retailers, and information services firms.
Before joining Morningstar in 2015, he spent several years at UBS, most recently leading the firm’s Liability Management, Americas team.
During his time at UBS, he structured and executed bond buybacks, exchange offers, and covenant modifications for investment-grade, high-yield, and convertible securities issued by American and Asian companies.
Mr. Akbari holds a bachelor’s degree in finance and real estate from The Wharton School of The University of Pennsylvania and master’s degree in business administration from the University of Chicago Booth School of Business.
Postes actifs de Zain Akbari
| Sociétés | Poste | Début |
|---|---|---|
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Analyst-Equity | 01/08/2015 |
Anciens postes connus de Zain Akbari
| Sociétés | Poste | Fin |
|---|---|---|
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance. | Corporate Officer/Principal | 31/07/2013 |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | 31/05/2006 |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Zain Akbari
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance. | Finance |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Finance |
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















