Larry manages the Equity Income Portfolio for the team. Focusing solely on portfolio management, Larry takes a rigorous analytical approach to his practice, maintaining a thorough knowledge of all portfolio holdings. Prior to joining UBS, he was a portfolio manager at Athena Capital Advisors, a multi-family office serving ultra high net worth clients. Larry holds Series 7 and 63 securities licenses. He graduated summa cum laude from Boston University and earned his M.B.A. from the Yale School of Management.
AZ, CA, CO, CT, DC, FL, GA, HI, ID, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NM, NV, NY, OH, OK, OR, RI, SC, SD, TN, TX, VT, WA, NJ, IL, VA, PA