Stewart W. Bosley, III

Stewart W. Bosley, III

Managing Director, Private Wealth Advisor @ UBS

About

As a financial advisor with UBS Private Wealth Management, I believe my core competency is investment consulting and wealth management. I strive to advise ultra high net worth families on three components of their wealth - their liquidity, their longevity and their legacy. I do this by leveraging UBS' global strength in asset management, tax/estate planning, financial planning and philanthropic advisory. As a complement to advising traditional wealth management clients, I have experience in working with large family offices with "institutional" needs. I collaborate with family office Chief Investment Officers (CIOs), internal portfolio managers and trustees in order to help provide them with access to financing on liquid and illiquid investments, trading coverage, asset management and private co-investments. Prior to UBS, I was a Director of Private Banking with Credit Suisse and a Senior Vice President with Lehman Brothers Private Investment Management. I hold a Bachelor of Arts economics degree from Haverford College and an MBA from the University of Southern California. In my free time I focus on environmental causes, animal conservation and outdoor sporting adventures, such as hiking, swimming and global eco-travel. **By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Country

United States

City

Los Angeles Metropolitan Area

Industry

Investment Management

Skill

-

Experience

UBS

Managing Director, Private Wealth Advisor

UBS

LinkedIn
2015-11 - Present · 10 yrs 11 mos

Greater Los Angeles Area

Credit Suisse

Director, Private Banking North America

Credit Suisse

LinkedIn
2008-9 - 2015-11 · 7 yrs 3 mos
Lehman Brothers

Senior Vice President, Private Investment Management

Lehman Brothers

LinkedIn
2000-1 - 2008-9 · 8 yrs 9 mos
Donaldson, Lufkin & Jenrette

Analyst, Investment Services Group

Donaldson, Lufkin & Jenrette

1998-3 - 2000-1 · 1 yr 11 mos
Creative Artists Agency

Agent Training Program

Creative Artists Agency

1993-5 - 1994-11 · 1 yr 7 mos
MTV NETWORKS

Programming Division

MTV NETWORKS

LinkedIn
1990-5 - 1990-8 · 4 mos

Education

USC Marshall School of Business

USC Marshall School of Business

LinkedIn
1999 - 2001 · 2 yrs
Haverford College

Haverford College

LinkedIn

Economics

1989 - 1993 · 4 yrs
Claremont McKenna College

Claremont McKenna College

LinkedIn

Economics

1992 - 1992

Stewart W. Bosley, III's Contact Information

Email

******@***.com

Phone

(**) *** ****

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