James Orr Email & Phone Number
Managing Director - Wealth Mgmt, Private Wealth Advisor, Senior Portfolio Manager @ UBS Group AG
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James Orr Location
- Menlo Park, CA, US
James Orr Work
- 2009 -2014 Director, Branch Manager @
- 2000 -now Managing Director - Wealth Mgmt, Private Wealth Advisor, Senior Portfolio Manager @
- 2005 -2009 Deputy Branch Manager @
- 2004 -2005 Assistant Branch Manager @
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 at Urbana-Champaign
Bachelor's degree (Psychology)
1995-1999
James Orr Skills
- Alternative Investments
- Wealth Management
- FINRA
- Securities
- Series 63
- Project Management
- Investments
- Banking
- Asset Management
- Marketing
- Business Development
- Research
- Fixed Income
- Customer Service
- Investment Advisory
- Asset Allocation
- Series 7
- Equities
- Hedge Funds
- Mutual Funds
James Orr Summary
- James Orr, based in Menlo Park, CA, US, is currently a Managing Director - Wealth Mgmt, Private Wealth Advisor, Senior Portfolio Manager at UBS. 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 Alternative Investments, Wealth Management, FINRA, Securities, Series 63 and more. James Orr has 5 emails on RocketReach.
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Top UBS Group AG Employees
Anthony Donatelli
COO, Social Impact and Philanthropy, UBS
United Kingdom
Jason Chandler
Chairman, UBS Global Wealth Management Americas
New York, NY, US
Matthew Ouderkirk
Chief Operating Officer, Investment Bank Americas
New York, NY, US
Marc-Anthony Hourihan
Chairman Global Mergers and Acquisitions
New York, NY, US
Blake Hiltabrand
CEO and Global Head of UBS O’Connor
Chicago, IL, US
Daniel Hunziker
CEO Pension Fund Credit Suisse Group (Switzerland)
Zurich, Switzerland
Tobias Vogel
CEO UBS Europe SE
Germany
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