Lisa J. Roberts
Corporate Officer/Principal bei MUFG Union Bank, NA
Aktive Positionen von Lisa J. Roberts
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
MUFG Union Bank, NA
MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Corporate Officer/Principal | 01.09.2016 | - |
Karriereverlauf von Lisa J. Roberts
Ehemalige bekannte Positionen von Lisa J. Roberts
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Corporate Officer/Principal | 01.10.2015 | 01.06.2016 |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Corporate Officer/Principal | 01.05.2010 | 01.10.2015 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01.10.2009 | 01.05.2015 |
Banc of America Investment Services, Inc.
Banc of America Investment Services, Inc. Investment Banks/BrokersFinance Banc of America Investment Services, Inc. provides investment products, accounts and services. The company offers online trading, products including stocks, bonds and mutual funds. Banc of America Investment Services was founded in 1986 and is located in Charlotte, NC. | Corporate Officer/Principal | 01.12.2007 | 01.10.2009 |
Wells Fargo Bank (Colorado), NA | Corporate Officer/Principal | 01.08.2000 | 01.12.2007 |
Wells Fargo Investments LLC
Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Corporate Officer/Principal | 01.04.2007 | 01.12.2007 |
Ausbildung von Lisa J. Roberts
Capital University | Masters Business Admin |
Indiana University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 10 |
Operativ
Corporate Officer/Principal | 7 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Sektoral
Finance | 8 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 7 |
---|---|
MUFG Union Bank, NA
MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Finance |
Wells Fargo Investments LLC
Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Finance |
Banc of America Investment Services, Inc.
Banc of America Investment Services, Inc. Investment Banks/BrokersFinance Banc of America Investment Services, Inc. provides investment products, accounts and services. The company offers online trading, products including stocks, bonds and mutual funds. Banc of America Investment Services was founded in 1986 and is located in Charlotte, NC. | Finance |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |
Wells Fargo Bank (Colorado), NA | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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