Career history of J. Richard Leaman
Former positions of J. Richard Leaman
| Companies | Position | Start | End |
|---|---|---|---|
| AVANTAX, INC. | Director/Board Member | 2022-03-10 | 2023-11-26 |
| Independent Dir/Board Member | 2022-03-10 | 2023-11-26 | |
| MOELIS & COMPANY | Director/Board Member | 2011-12-31 | 2019-02-28 |
| Corporate Officer/Principal | 2009-12-31 | 2019-02-28 | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Chairman | 2004-12-31 | 2009-12-30 |
| Dillon, Read & Co., Inc. | Corporate Officer/Principal | 1994-12-31 | 1996-12-31 |
| UBS GROUP AG | Corporate Officer/Principal | - | - |
Moelis & Co. LLC
 Moelis & Co. LLC Investment Banks/BrokersFinance Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 2010-12-30 | - |
| Harris Upham & Co, Inc. | Corporate Officer/Principal | - | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - | - |
| Dillon, Read & Co., Inc. | Corporate Officer/Principal | - | - |
| ░░░░░ ░░░░░░ ░░░░░░ ░░░░░ ░ ░░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - | - |
Training of J. Richard Leaman
| Duke University | Undergraduate Degree |
| The Fuqua School of Business | Masters Business Admin |
Statistics
International
| United States | 11 |
| Switzerland | 2 |
Operational
| Corporate Officer/Principal | 8 |
| Director/Board Member | 2 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 9 |
| Consumer Services | 3 |
| Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 3 |
|---|---|
| AVANTAX, INC. | Technology Services |
| UBS GROUP AG | Finance |
| MOELIS & COMPANY | Finance |
| Private companies | 6 |
|---|---|
Moelis & Co. LLC
Moelis & Co. LLC Investment Banks/BrokersFinance Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research. | Finance |
| Dillon, Read & Co., Inc. | Finance |
| Smith Barney Harris Upham & Co., Inc. | Finance |
| Harris Upham & Co, Inc. | Finance |
| Smith Barney & Co., Inc. | Finance |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |
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