Blake supports the team with asset management and investment responsibilities. He leverages the tools, research, and analytics of UBS and its wealth management specialists for the benefit of our clients. Blake's primary responsibilities include executing trades, developing customized asset allocation strategies and investment solutions, overseeing performance reporting and portfolio attribution, conducting market research, and preparing support materials and portfolio analysis for client reviews.
Prior to joining UBS in 2013, Blake provided trade support for the equity and fixed income trading desks at Calvert Investments in Bethesda, Maryland.
Blake was born and raised in Chicago, Illinois. He graduated from the University of Michigan, Ann Arbor, earning a B.A. in history and philosophy. He holds the Series 7 and 66 securities licenses and is a Chartered Financial Analyst.
Blake lives in Annapolis, MD with his wife and four children.
Registered States:
AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, MA, MD, MI, MN, MS, NE, NH, NJ, NV, NY, OK, OR, PA, TN, TX, VA, WA, WV, WY