Profile
Mr. Itay Vinik is Chief Investment Officer & Principal at United Global Advisors LLC.
His experience with the capital markets exceeds seven years.
He has been in the wealth management industry for approximately three years.
He co-founded UGA in 2013.
He serves as UGAs primary research analyst.
In addition to his responsibilities at UGA, he serves as a portfolio manager of the Ace of Swords fund.
He is also a Managing Member of the firm.
Mr. Vinik began his career at UBS where he met Doran Adhami.
His responsibilities were vast, including financial planning, equity/debt research, technical & fundamental analysis and advising on derivative strategies.
His primary focus is technical, fundamental and quantitative data analysis.
Mr. Vinik holds a B.A.
in Global Studies from the University of California, Los Angeles.
He holds the Financial Industry Regulatory Authority 65 license.
Former positions of Itay Vinik
| Companies | Position | End |
|---|---|---|
United Global Advisors LLC
 United Global Advisors LLC Investment ManagersFinance United Global Advisors LLC (UGA) is an independent asset management firm headquartered in Beverly Hills, California. The firm was founded by Doran Adhami and Itay Vinik in 2013. UGA provides advice to individual clients that seek diversification of assets through specialized allocation strategies. The firm also provides investment advisory services to pooled investment vehicles. | Founder | 30/11/2019 |
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 | 30/12/2012 |
Training of Itay Vinik
| University of California, Los Angeles | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
United Global Advisors LLC
United Global Advisors LLC Investment ManagersFinance United Global Advisors LLC (UGA) is an independent asset management firm headquartered in Beverly Hills, California. The firm was founded by Doran Adhami and Itay Vinik in 2013. UGA provides advice to individual clients that seek diversification of assets through specialized allocation strategies. The firm also provides investment advisory services to pooled investment vehicles. | Finance |
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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