Kathleen B. Lynch

Chief Operating Officer, UBS Group Americas & Wealth Management Americas at UBS Financial Services, Inc.

Kathleen B. Lynch

Kathleen B. Lynch

Chief Operating Officer, UBS Group Americas & Wealth Management Americas at UBS Financial Services, Inc.

Overview
Career Highlights

UBS Americas, Inc.
UBS Wealth Management Americas
Bank of America Merrill Lynch Global Research

RelSci Relationships

1380

Number of Boards

5

Relationships
RelSci Relationships are individuals Kathleen B. Lynch likely has professional access to. A relationship does not necessarily indicate a personal connection.

President at UBS Financial Services, Inc.

Relationship likelihood: Strong

Head of Wealth Management Advisor Group, West, UBS Wealth Management Americas at UBS Financial Services, Inc.

Relationship likelihood: Strong

Co-President Global Wealth Management at UBS Group AG

Relationship likelihood: Strong

Head, Middle Markets Division & WMA/IB Securities Partnerships at UBS Wealth Management Americas

Relationship likelihood: Strong

Head-Wealth Management Advisor Group at UBS Americas, Inc.

Relationship likelihood: Strong

Group Managing Director, Wealth Management Americas at UBS AG

Relationship likelihood: Strong

Chief Financial Officer at UBS Financial Services, Inc.

Relationship likelihood: Strong

General Counsel at UBS Wealth Management Americas

Relationship likelihood: Strong

Former Chief Financial Officer at J.P. Morgan Securities LLC

Relationship likelihood: Strong

Chief of Staff at UBS Wealth Management Americas

Relationship likelihood: Strong

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Kathleen B. Lynch
Chief Operating Officer, UBS Group Americas & Wealth Management Americas at UBS Financial Services, Inc.
Career History
Chief Operating Officer, UBS Group Americas & Wealth Management Americas
2013 - Current

UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, UBS considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation (\"capital market assumptions\"), 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. The process assumes a situation where the supply and demand for investments is in balance and in which expected returns of all asset classes are a reflection of their expected risk and correlations regardless of timeframe. These capital market assumptions do not assume any particular investment time horizon. UBS periodically reviews the economic or market conditions or other general investment considerations that it believes may impact the capital market assumptions. The capital market assumptions may change from time to time at the discretion of UBS.

Chief Operating Officer
Current

UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.

Chief Operating Officer
Current

UBS's wealth management division offers high net worth individuals a range of advisory and investment products and services. UBS offers brokerage services and products as well as asset management and other investment advisory and portfolio management products and services.

Boards & Committees
Member, Board of Directors
2017 - Current

The Depository Trust & Clearing Corp. provides clearance, settlement and information services. It offers clearing; matching; settlement and asset; wealth and collateral management; derivatives; and data services. The company was founded in 1999 is headquartered in New York, NY.

Member of the Advisory Board
Current

DocuSign, Inc. provides cloud-based electronic signature solutions. Its cloud based electronic signature platform helps companies and individuals securely collect information, automate data workflows and sign anything. The firm automates manual, paper-based processes allowing users to manage all aspects of documented business transactions include identity management, authentication, digital signature, forms and data collection, collaboration, workflow automation and storage. DocuSign was founded by Thomas H. Gonser and Court Lorenzini in 2003 and is headquartered in San Francisco, CA.

Member, Executive Committee
Current

UBS's wealth management division offers high net worth individuals a range of advisory and investment products and services. UBS offers brokerage services and products as well as asset management and other investment advisory and portfolio management products and services.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Kathleen B. Lynch. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Kathleen B. Lynch's profile does not indicate a business or promotional relationship of any kind between RelSci and Kathleen B. Lynch.
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