Back to Network
3
Shared Docs
3
Same-Page
3 / 3
Mentions
Document Mentions (3 shared documents)
2 mentions1 same-page
Page ?Same page
3378 UBS AI MILLENNIUM FUND+ 3 0.5726 0.3378 1.0000 Thanks, Matt CONFIDENTIAL UBSTERRAMAR00004404 EFTA00239668 Matthew R. Klein, CFA, CFP UBS Private Wealth Management 1285 Avenue of the Americas. 38th Floor New York. NY 10019 Sumitomo I Casriel Group Barron's Top 50 Private Wealth Management Teams Barron's Top
rn Fund+ 2 0 1111 1.0000 0 3378 UBS AI MILLENNIUM FUND+ 3 0.5726 0.3378 1.0000 Thanks, Matt CONFIDENTIAL UBSTERRAMAR00004404 EFTA00239668 Matthew R. Klein, CFA, CFP UBS Private Wealth Management 1285 Avenue of the Americas. 38th Floor New York. NY 10019 Sumitomo I Casriel Group Barron's Top 50 Priv
2 mentions1 same-page
Page ?Same page
funds. <image001.png> <image002.png> <image003.png> <I mage004. png> <image005.png> <image006.png> Thanks, Matt Matthew R. Klein, CFA, CFP UBS Private Wealth Management Steelman I Casriel Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors Financial Times Top 400 Financial Advisors Fo
on analysis on the requested funds. <image001.png> <image002.png> <image003.png> <I mage004. png> <image005.png> <image006.png> Thanks, Matt Matthew R. Klein, CFA, CFP UBS Private Wealth Management Steelman I Casriel Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors Finan
2 mentions1 same-page
Page ?Same page
ackrock European L/S Scott, We will have the analysis run and send it over once complete. Have a great weekend, Matt Matthew R. Klein. CFA, CFP UBS Private Wealth Management C F Stackman I Casricl Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors Financial Times Top 400 Financial Adviso
al) Re: Montpelier Trust: Blackrock European L/S Scott, We will have the analysis run and send it over once complete. Have a great weekend, Matt Matthew R. Klein. CFA, CFP UBS Private Wealth Management C F Stackman I Casricl Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors
Sponsored
Mutual Connections (12)
Entities connected to both UBS Private Wealth Management and Matthew R. Klein
Millennium
ORGANIZATION8 w/ UBS·2 w/ Matthew
McNamara
PERSON6 w/ UBS·3 w/ Matthew
CH
Christopher
PERSON5 w/ UBS·3 w/ Matthew
WA
Walker
PERSON5 w/ UBS·3 w/ Matthew
Private Wealth Management Teams
ORGANIZATION5 w/ UBS·3 w/ Matthew
Barron's Top 50
ORGANIZATION4 w/ UBS·3 w/ Matthew
Pan European
ORGANIZATION3 w/ UBS·3 w/ Matthew
SB
Scott Borgerson'
PERSON4 w/ UBS·2 w/ Matthew
the Blackrock European Long/Short Fund
ORGANIZATION3 w/ UBS·3 w/ Matthew
The European L/S Hedge Fund
ORGANIZATION3 w/ UBS·3 w/ Matthew
Blackrock
LOCATION3 w/ UBS·3 w/ Matthew
SM
Sean J. McNamara
PERSON3 w/ UBS·3 w/ Matthew