Vice President - Wealth Management | Portfolio Manager@ UBS
Greater Chicago Area
Alexis Saed, CIMA®, CRPC®
GET FULL PROFILE 
University of Illinois Urbana-Champaign
Real-Time AI Research
FlashIntel GPT
Tell me more about Alexis Saed, CIMA®, CRPC®?
FlashIntel GPTAlexis Saed, CIMA(r), CRPC(r) is a highly experienced professional with 26.4 years of work experience in the financial services industry. He has expertise in alternative investments, estate planning, fixed income, retirement planning, and wealth management services. Alexis is a certified investment management analyst and has worked at reputable companies such as UBS Financial Services Inc. and Morgan Stanley. He is currently the Vice President - Wealth Management at UBS Financial Services Inc. in the Greater Chicago Area. Alexis is known for his expertise in asset allocation, tactical asset allocation, and strategic financial planning.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Alexis Saed, CIMA®, CRPC®. Vice President - Wealth Management at UBS Financial Services Inc. Location: Greater Chicago Area; Industry: Financial Services. Education. Boston University - Graduate School of Arts and Sciences ... CIMA® | Certified Investment Management Analyst®. Investment Management Consultants...
Work Experience
Vice President - Wealth Management | Portfolio Manager
Financial Services
Alexis Saed, CIMA®, CRPC®'s Professional Milestones
- Vice President - Wealth Management | Portfolio Manager (2009-04-01~): Developed and executed strategic investment plans to increase investment returns and drive company growth.
- Financial Advisor (1997-06-01~1999-07-01): Providing expert financial advice to optimize decision making and drive sustainable growth.
Education
B.a.
Skill
Alternative Investments
Estate Planning
Fixed Income
Retirement Planning
Wealth Management Services
Certified Investment Management Analyst
Investments
Education
Finance
Asset Allocation
Tactical Asset Allocation
Financial Services
Equities
Wealth Management
Alternatives
Mutual Funds
Strategic Financial Planning
Long Term Care
Donor Advised Funds
Municipal Bonds
Services
Series 7
529 Plans
Investment Management
Certification
Colleagues
Other Named Alexis Saed, CIMA®, CRPC®
Frequently asked questions
We found 1 Alexis Saed, CIMA®, CRPC®'s email addresses
We found 1 Alexis Saed, CIMA®, CRPC®'s phone numbers
Alexis Saed, CIMA®, CRPC®'s social media include: Linkedin,
Alexis Saed, CIMA®, CRPC® works for UBS
Alexis Saed, CIMA®, CRPC®'s role in UBS is Vice President - Wealth Management | Portfolio Manager
Alexis Saed, CIMA®, CRPC® works in the industry of Financial Services
Alexis Saed, CIMA®, CRPC®'s colleagues are Kishan Joshi,Fiona Henry,Philipp Schmutz
Alexis Saed, CIMA®, CRPC®'s latest job experience is Vice President - Wealth Management | Portfolio Manager at UBS
Alexis Saed, CIMA®, CRPC®'s latest education in University of Illinois Urbana-Champaign
