Profile
Prior to joining Chartwell, Mr. Ward was Executive Director of Institutional Consulting at UBS Financial Services from 2006 to June 2007.
From 1995 to 2006, he was employed by Smith Barney Consulting Group as a Senior Vice President and Divisional Sales Director where he was responsible for sales and training support for over 3,000 financial advisors.
Mr. Ward earned a Bachelor's degree in Business Administration and an MBA from the University of Delaware.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Philadelphia.
He also holds the CIMA designation.
Former positions of Brian J. Ward
| Companies | Position | End |
|---|---|---|
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. | Corporate Officer/Principal | 2007-06-29 |
Training of Brian J. Ward
| University of Delaware | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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 |
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