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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 UGA employs fundamental analysis, technical analysis, and cyclical analysis as their primary methods for analyzing securities to achieve the investment objectives and goals of their client portfolios. | Founder | 01/12/2019 |
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. | Corporate Officer/Principal | 31/12/2012 |
Training of Itay Vinik
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1
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 California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United Global Advisors LLC
United Global Advisors LLC Investment ManagersFinance UGA employs fundamental analysis, technical analysis, and cyclical analysis as their primary methods for analyzing securities to achieve the investment objectives and goals of their client portfolios. | Finance |
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