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Kevin McDevitt
Portfolio Manager-Equities at
UBS Financial Services, Inc.
Profile
Mr. Kevin J.
McDevitt is a Senior Vice President of Wealth Management at UBS Financial Services, Inc. He has over 30 years of experience working with affluent families, business owners, and corporate executives.
He joined UBS Financial Services, Inc in 1987 through its predecessor companies, Kidder Peabody and PaineWebber.
He received his undergraduate degree from Butler University and an MBA from the University of Detroit Mercy.
He is a Certified Financial Planner (CFP), a Certified Private Wealth Advisor (CPWA), a Certified Exit Planning Advisor (CEPA), and is a member of the Investment & Wealth Institute, formally IMCA.
Kevin McDevitt 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 | 01/09/1987 |
Former positions of Kevin McDevitt
| Companies | Position | End |
|---|---|---|
Kidder Peabody
 Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Corporate Officer/Principal | 31/12/1994 |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | 31/12/1999 |
Training of Kevin McDevitt
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
95
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
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 |
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Butler University
 Butler University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Detroit Mercy
 University of Detroit Mercy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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