News: Financial Digest

Charles Harvey Vice President of Investments UBS Financial Services

Name: Charles Harvey Title: Vice President of Investments Company: UBS Financial Services Location: 1099 Hingham St., Rockland, MA 02370 Birthplace and year: Wilmington, Del., 1959 Family: Wife, Kathy; children: Jake, Kaitlyn, Stephanie College: University of Denver, BS, Business Administration with double major in Finance & Marketing First job outside of finance: Sold hot cocoa for Carnation Corp. First job in finance or allied field: Securities industry for Paine Webber What do you do now and what are you planning for the future? I specialize in investment management for the individual and corporation and retirement plans. My philosophy is based on adhering to a long term strategy. Hobbies: Certified lacrosse referee and coach, boating Favorite book: Anything by Nelson DeMille, esp. "The Lions Game" Person you admire most (outside of family): Jack Lebel (former president of Mass. Board of Realtors) Key to success: Listen to your clients If you had to choose another vocation what would it be? Lacrosse coach
MORE FROM Financial Digest
Financial Digest

Example Story Title FD 1

Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
READ ON THE GO
DIGITAL EDITIONS
Subscribe