Profile
Ms. Alyssa Lorenz is an Associate at SAIL Capital Partners LLC.
Prior to joining SAIL, she worked at UBS Financial Services for four years as project coordinator and associate with a leading institutional consulting team that manages $1.7 billion in client assets.
She prepared responses to RFPs from potential clients which resulted in $383 million in new assets for the team.
In that capacity, Alyssa gained notable experience in assessing investment strategies, selecting wealth managers, and understanding the needs of investors.
Former positions of Alyssa Lorenz
| 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 | - |
SAIL Capital Partners LLC
 SAIL Capital Partners LLC Investment ManagersFinance SAIL Capital Partners LLC (SAIL Capital Partners) is a venture capital firm founded in 1999 by Walter Schindler. The firm is headquartered in Irvine, California. | Private Equity Analyst | - |
Training of Alyssa Lorenz
| University of California, Berkeley | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
SAIL Capital Partners LLC
SAIL Capital Partners LLC Investment ManagersFinance SAIL Capital Partners LLC (SAIL Capital Partners) is a venture capital firm founded in 1999 by Walter Schindler. The firm is headquartered in Irvine, California. | Finance |
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