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Scott Allen Seifert
Portfolio Manager-Equities at
UBS Financial Services, Inc.
Profile
Mr. Scott A. Seifert is a Senior Vice President of Wealth Management & Senior Portfolio Manager at UBS Financial Services, Inc. He is passionate about delivering a highly personalized wealth management experience.
He has over three decades of industry experience, he is a skilled and credentialed Financial Advisor with a lifelong commitment to helping his clients achieve their most important financial goals.
He offers customized financial strategies in areas such as retirement planning, asset management, liability management, cash flow analysis, concentrated stock strategies and estate preservation.
He joined UBS in 2021, bringing with him 29 years of portfolio management and financial services experience.
He started his professional career in 1995 at Merrill Lynch, where he eventually became a Senior Vice President and Wealth Management Advisor.
He received his undergraduate degree from the University of Montana System.
Scott Allen Seifert active positions
| Companies | Position | Start |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Portfolio Manager-Equities | 30/09/2021 |
Former positions of Scott Allen Seifert
| Companies | Position | End |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Corporate Officer/Principal | - |
Training of Scott Allen Seifert
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
20
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
University of Montana System
 University of Montana System Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Finance |
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