Bob Mulholland
Director/Board Member at Steward Partners Holdings LLC
Profile
Robert Emerson Mulholland is currently a Director at Steward Partners Holdings LLC and Steward Partners Global Advisory LLC.
He was previously the Chairman at Sound Securities LLC from 2005 to 2008, Head of Client Advisory Group at UBS Financial Services, Inc., Head of Wealth Management & Investment Solutions at UBS Americas, Inc., and Senior Vice President & Member-Executive Committee at Merrill Lynch & Co., Inc. in 2004.
He received his undergraduate degree from Lehigh University in 1974.
Bob Mulholland active positions
| Companies | Position | Start |
|---|---|---|
Steward Partners Holdings LLC
 Steward Partners Holdings LLC Investment ManagersFinance Steward Partners Holdings LLC operates as a partnership and investment holdings company. The company was founded by Mike Maurer in 2013 and is headquartered in New York, NY. | Director/Board Member | 10/05/2020 |
Steward Partners Global Advisory LLC
 Steward Partners Global Advisory LLC Financial ConglomeratesFinance Steward Partners Global Advisory LLC provides wealth management and investment advisory services. It offers advisory services, banking and lending strategies, wealth planning solutions, institutional consulting, and insurance planning, The company is headquartered in Washington, DC. | Director/Board Member | 10/05/2020 |
Former positions of Bob Mulholland
| Companies | Position | End |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 30/12/2004 |
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. | Chief Executive Officer | - |
UBS Americas, Inc.
 UBS Americas, Inc. Investment ManagersFinance UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT. | Corporate Officer/Principal | - |
| Sound Securities LLC | Chairman | 30/12/2008 |
Training of Bob Mulholland
| Lehigh University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
| Sound Securities LLC | |
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 |
UBS Americas, Inc.
UBS Americas, Inc. Investment ManagersFinance UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
Steward Partners Holdings LLC
Steward Partners Holdings LLC Investment ManagersFinance Steward Partners Holdings LLC operates as a partnership and investment holdings company. The company was founded by Mike Maurer in 2013 and is headquartered in New York, NY. | Finance |
Steward Partners Global Advisory LLC
Steward Partners Global Advisory LLC Financial ConglomeratesFinance Steward Partners Global Advisory LLC provides wealth management and investment advisory services. It offers advisory services, banking and lending strategies, wealth planning solutions, institutional consulting, and insurance planning, The company is headquartered in Washington, DC. | Finance |
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