James Orr Email & Phone Number
Private Wealth Advisor, Managing Director - Wealth Management, Senior Portfolio Manager @ UBS Group AG
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James Orr Location
- Menlo Park, CA, US
James Orr Work
- Private Wealth Advisor, Managing Director - Wealth Management, Senior Portfolio Manager @ (October 2000 - Present)
- Director, Branch Manager @ (September 2009 - February 2014)
- Deputy Branch Manager @ (June 2005 - August 2009)
- Assistant Branch Manager @ (February 2004 - May 2005)
James Orr Education
- University of Pennsylvania - The Wharton School
Finance (Masters of Business Administration (MBA))
2014-2016 - The Ohio State University
Industrial and Systems Engineering
2000-2000 - University of Illinois Urbana-Champaign
Bachelor's degree (Psychology)
1995-1999
James Orr Skills
- Asset Allocation
- Asset Management
- Fixed Income
- Securities
- Series 63
- Series 7
- Wealth Management
- Alternative Investments
- FINRA
- Project Management
- Investments
- Banking
- Marketing
- Business Development
- Research
- Customer Service
- Investment Advisory
- Equities
- Hedge Funds
- Mutual Funds
James Orr Summary
- James Orr, based in Menlo Park, CA, US, is currently a Private Wealth Advisor, Managing Director - Wealth Management, Senior Portfolio Manager at UBS Financial Services Inc.. James Orr brings experience from previous roles at UBS Financial Services Inc.. James Orr holds a 2014 - 2016 Finance in Masters of Business Administration (MBA) @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Asset Allocation, Asset Management, Fixed Income, Securities, Series 63 and more. James Orr has 6 emails and 2 mobile phone numbers on RocketReach.
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