![Reza Zamani](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Reza Zamani is a Founding Partner & Chief Executive Officer at SteelPeak Wealth LLC.
He has over 25 years of industry experience.
Mr. Zamani spent the first 13 years of his career at two major Wall Street firms.
He served as a Senior Vice President at UBS and Senior Portfolio Director at Morgan Stanley.
He received his Bachelor’s degree in Business Economics with a minor in Sports Management from the University of California at Santa Barbara.
He also graduated from UCLA’s Management Development Program at the Anderson School of Management.
Aktive Positionen von Reza Zamani
| Unternehmen | Position | Beginn |
|---|---|---|
SteelPeak Wealth LLC
 SteelPeak Wealth LLC Investment ManagersFinance SteelPeak Wealth uses their broad range of targeted investment strategies to tailor portfolios to clients’ unique objectives, time horizon and comfort level with risk. The firm customizes portfolios with an open universe of investments including individual stocks, bonds, exchange-traded funds, options and alternative investments. Their portfolio construction process consists of active rebalancing combined with tactical positioning that shifts as market conditions change. | Vorstandsvorsitzender | 01.10.2012 |
Ehemalige bekannte Positionen von Reza Zamani
| Unternehmen | Position | Ende |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | 01.10.2012 |
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 | 01.10.2012 |
Signator Financial Network
 Signator Financial Network Signator Financial Network is a company based in Morristown, NJ. | Corporate Officer/Principal | 01.06.2000 |
Ausbildung von Reza Zamani
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
86
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking 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 |
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Signator Financial Network
Signator Financial Network Signator Financial Network is a company based in Morristown, NJ. | |
SteelPeak Wealth LLC
SteelPeak Wealth LLC Investment ManagersFinance SteelPeak Wealth uses their broad range of targeted investment strategies to tailor portfolios to clients’ unique objectives, time horizon and comfort level with risk. The firm customizes portfolios with an open universe of investments including individual stocks, bonds, exchange-traded funds, options and alternative investments. Their portfolio construction process consists of active rebalancing combined with tactical positioning that shifts as market conditions change. | Finance |
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