Prior to UBS, Sean worked as a client associate at Merrill Lynch in their Global Wealth Management division. Her primary responsibilities include client service and assisting with financial planning and portfolio analysis. The strategy For many years, the associations entire $25 million portfolio had been treated as one pool of capital. +49 711 57564-0. WITTENSTEIN alpha develops, produces and sells drives, controls and positioning devices for sectors that require maximum precision. more. BrokerCheck Sean currently holds his Series 7, Series 66, and Life and Health insurance licenses. Our thoroughness earned his confidence in us, but also demonstrated to our client that we cared deeply about his financial well-being and his familys future. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Prior to her position at UBS, Katelyn worked as a client analyst at The Vanguard Group in Malvern, PA. Katelyn graduated Cum Laude from Wake Forest University, earning a bachelor's degree in Business Enterprise Management and a minor in Sociology. Member FINRA. Our team then works with you to determine an asset allocation strategy appropriate for your goals and comfort with risk. WITTENSTEIN alpha develops, produces and sells drives, controls and positioning devices for sectors that require maximum precision. How U.S.-based employees liquidated company shares in Asia Accessing our global platforms and specialists in Specialized Securities and International Trading, we executed U.S.-based employees stock sales quickly and systematically. Our products consistently raise the bar around the world. We also looked at multiple years of annual budgets, actual cash flow needs and future obligations by entity. Because many endowments and foundations earmark different restricted and unrestricted funds for specific purposes, we requested a meeting with the trustees to better understand the goals of each entity. Always setting standards in technical and economic efficiency. 1285 Avenue Of The Americas. cymex select Our teams combined experience, from research and investment banking to family office and institutional settings, enables us to build custom portfolios that comprise a range of offerings from highly diversified to more targeted opportunities.We are highly focused on risk mitigation and our intensive due diligence helps us identify the appropriate solutions based on your objectives. Dishonest lawyers, like liars in every walk of life, take advantage of trusting souls for a quick buck, whereas ethical attorneys seek to get you great results and provide amazing service, hoping you'll come back and/or refer your friends and family. 2023 Our services out of one hand. The engineers at WITTENSTEIN alpha have fundamentally redesigned the cymex sizing software. In the broader meeting with the entire board of trustees, we provided recommendations for the six different entities, with an analysis of income need and risk for each one independent of the others. When planning your estate or building your legacy, our team can work with you and your tax and legal advisors to help develop tax- advantaged solutions so that the people and causes that are important to you receive the greatest benefit. The servo gearboxes, actuators and linear systems in the alpha Advanced Line enable customized and industry-specific applications in the accuracy range from 1 to 5 arcmin. Thanks to this collaboration, we established a business that was viable and in compliance will all the terms of the deal. Your satisfaction is our top priority. While attending Dickinson College, Genna was a member of the Women's Varsity Swim Team. When Can My Insurance Company Drop Me? If you have been seriously injured in any type of accident, (a traffic accident, slip and [], Can My Insurance Company Drop Me? How we helped our client maximize the benefits from his companys acquisition Our network of resources and expertise in planning and acquisition provided a valuable combination of strategic insight and solutions to support this acquisition. Build Your Own Gearbox: Configure, size, generate CADs and request quotes. The result is a sizing tool that sets benchmarks in every respect. Contact form. We are now his primary wealth management and banking relationship, and weve also been able to provide advice to other colleagues and friends who are important to him. After downloading the software, you can design optimally sized and more efficient motors by . With our know-how, you achieve your goals. In order to provide the highest level of service for when the client is purchasing cars, we dedicated an internal resource to work directly with the client and to facilitate the processing of all payments. Torque, speed, torsional backlash, torsional rigidity, ratio the WITTENSTEIN alpha portfolio contains suitable solutions whatever your performance requirements. (247 KB), kollegin-pruefung.jp The client is also active in the auto collectibles market. Paul resides in New York, NY and in his spare time he loves traveling the world. Greg received his B.S. By being fully aware of the clients situation, and by having access to experts in various areas, we were able to identify a solution that his own tax and legal team were not equipped to. in Finance from Lehigh University. How will we work together to achieve my goals? Paul Lewis is a senior partner, Managing Director and Senior Portfolio Manager of the Wittenstein Adelman Lewis Group whose practice focuses primarily on managing approximately $3 billion of ultra-high net worth, corporate, and not-for-profit and philanthropic assets. The results Once the deal was made, we worked with our 10b5-1 team to review the various types of plansduration, stock price, timing, etc. Our portfolio includes cost-effective serial solutions as well as customer-specific high-end developments. At the peak of the crisis there were few cars on the road, but traffic is expected to pick up after the re-opening, increasing the likelihood of accidents. The WITTENSTEIN sizing toolshelp you achieve the optimal design for a complete drive train. With five decades of experience and a deep background in global wealth management, investment research and estate planning strategies, our team offers a highly personalized approach to pursuing your goals. Statement of Financial Condition- UBS FSI of Puerto Rico. John Adelman is a senior partner, Managing Director and Senior Portfolio Manager of the Wittenstein Adelman Lewis Group. Working together, well help you plan for success by answering essential questions like these: In todays uncertain economy, we must be proactive and protective. +49 711 57564-17040. sondergetriebe@wittenstein.de. WITTENSTEIN alpha's sizing tools help you achieve the optimal design for a complete drive train and select the ideal gearbox for your individual motion profile. She spoke with our client and explained her due diligence process, and importantly, shared her insight about ways she could help him create his own individual charitable plan. The WITTENSTEIN sizing toolshelp you achieve the optimal design for a complete drive train. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. With a specialty in retirement planning, our team can work with you to help protect your lifestyle and livelihood in retirement. Email In addition, she oversees the groups structured products portfolio and assists with the teams trading efforts. Going that extra mile is business as usual for us. Before that, John spent 10 years at Bernstein Investment Research and Management. Use the interactive hotspots to find out more. Today, long-lasting relationships require the comprehensive services and resources of a firm with wealth management at its core. Our sizing tools help you achieve the optimal design for a complete drive train including servo gearboxes from WITTENSTEIN alpha. Greg enjoys playing golf and tennis in his free time, and he is actively involved in Jewish communal service. Please contact us. After we explained UBS resources and our global capabilities to our client we were then introduced to 14 other employees who also wanted us to assist them in liquidating their shares. Put simply, the resources we brought to the table saved the clients millions of dollars that otherwise would have been used to pay taxes. Sizing Tools - we make it as simple as possible CAD POINT cymex select Sizing software cymex 5 Ideas in motion The WITTENSTEIN alpha sizing tools help you achieve the optimal design for a complete drive train. Servo gearboxes, servo motors, servo regulators, sensors, software, servo actuators, servo drive systems, linear systems, medical implants and servo motors for nanopositioning: WITTENSTEIN offers all main technologies for electromagnetic drive systems. When a disc is herniated, the exterior is cracked and the gel leaks out, causing limited range of motion and pressure on nerves. The highest levels of precision and power density, in combination with low torsional backlash, are distinctive features of our products. After meeting with our team at UBS and two other private banks, he divided the funds among the three firms. In one of his business investments, he purchased a warehouse at an active airport that also contained an airport services business and fuel farm. Polymers Outperform Metals In Precision Gearing, Industrial AGVs: Improving Productivity and Space Efficiency with Smart, Compact Electric Actuators, Technical Brief Understanding the Extensive Benefits of Total Linear Positioning Systems.. Our strength is the close relationship between engineering, manufacturing and assembly. The accident is your fault! A team of sensor, electronics, software, data and cloud specialists are currently driving digitalization forward. She graduated Magna Cum Laude from the University of South Carolina with degrees in Finance and Human Resource Management from the Moore School of Business. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. The results In total, we transacted nearly 600,000 shares of stock. Over the course of the year, our commitment to our client was evident, as we: The results Our client realized how important it was to have thorough and thoughtful oversight by a team that delivered much more than investment management. Sean has a focus on financial markets and investor psychology and oversees the development of the teams sophisticated investment and risk management strategies. Because we serve a select clientele and always put your best interests first, we are able to offer integrated wealth management services focused entirely on you and your goals. By actively listening, making introductions to experts in the various fields, and providing a higher level of service than what he was used to, we developed a strong trust with this client. By being able to access the deep resources of UBS globally, we knew we would be able to provide the appropriate solutions. Back injuries can cause numbness in extremities, even if the toes. If youve hurt your back, and its not your fault, you need experienced New York Back Injury Attorneys to help you collect compensation. Too many people are afraid to contact a personal injury attorney because theyre afraid their case isnt big enough. As we build your plan, we communicate regularly and track your portfolios performance, making adjustments for life changes and economic conditions. Important Information About Auction Rate Securities (Not for Puerto Rico). The innovative quick sizing tool Efficient and customizable product selection in seconds Top three product recommendations for your requirements Innovative calculation logic based on performance and price Available online without login Possibility of requesting quotation quickly and directly Find the right product for you Back pain is the most common complaint after many types of accidents. Because he was dissatisfied with the service from his existing legal and tax advisors, he also requested and trusted our recommendations for a new legal and tax team. Industry Competence Machine and Plant Construction Automation, Robotics, Handling Machine Tools Food, Pharma, Converting - Packaging Other than fractures, back injuries do not usually show on up X-rays, so follow-up with diagnostic testing, especially MRIs is extremely important to get a proper diagnosis. Discussions with his tax and legal advisors helped inform and align our recommendations into a tailored strategy for transferring wealth to the next generation. The client was also looking to become more philanthropic, but was having difficulty determining what his true passion was and which organizations operated most efficiently. Thats why we thought it would be helpful to address this, and the related issue of when an insurance company can raise your rates. The WITTENSTEIN sizing toolshelp you achieve the optimal design for a complete drive train. Our Advanced Planning Group introduced the client to experienced QSBS tax experts. From the initial idea throughout the lifecycle of your application we are at your side as we continue to raise the bar for service quality. Best Execution Statement. Agreements and Disclosure. WITTENSTEIN SE. Recently, he came to us with several requests for his personal and charitable pursuits. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our products consistently raise the bar around the world. Whats Changed For Car Accidents As NYC Reopens? Our products are highly innovative and future-proof. He graduated from the University of Michigan where he earned his B.A. See more expert insights for converting applications Performance Our products consistently raise the bar around the world. Rather than search for the needle in the haystack he was looking to us to help guide him. We offer guidance in making wise estate and philanthropic decisions and developing an actionable plan that includes wealth transfer solutions and guidance for helping children and heirs understand the value of their assets. Our low-backlash planetary and right-angle gearboxes reflect our passion for innovation and the highest levels of precision. So you are driving down the road and your phone rings. Special gearboxes. WITTENSTEIN alpha offers servo gearboxes for any application and any performance range. Before joining UBS, he was a Senior Vice President at Merrill Lynch in its Global Wealth Management division. Our initial planetary gearbox series were developed to specifically serve the needs of our major robotics customers in Japan and other areas . Individual Talents Solutions for Every Axis. WITTENSTEIN develops customized products, systems and solutions for highly dynamic motion, maximum-precision positioning and smart networking for mechatronic drive technology. Before that, Myles was a Managing Director with RPG Industries and AG Becker, after beginning with Bache & Co. and Lehman Brothers. Reid graduated Magna Cum Laude from Syracuse University, where he earned degrees in Finance and Advertising with an emphasis in Financial and Investor Communications. He was not optimistic about the future of the acquiring company. Dont panic. The entry-level class of servo actuator products with suitable solutions in the accuracy range from 10 to 20 arcmin. All rights reserved. Prior to joining the group, Greg participated in the distinguished UBS Wealth Management Training program from 2008 2010, where he was responsible for supporting the financial planning efforts of numerous top performing Financial Advisors in New York City. Over time, he found that our sense of responsibility and level of involvement in all facets of his life were clear differentiators relative to our peers. Our servo gearboxes are found in the most diverse industries and applications. This open architecture, along with a disciplined process, ensures we develop customized strategies based on highly focused analysis. more Dynamics and precision for press automation Drive technology by WITTENSTEIN alpha helps boost the performance of linking systems. Me, In invested assets globallyAs of 06/30/2022, Products and services mentioned on these web pages may not be available for residents of certain nations. She primarily supports the team's administrative functions, concentrating on account maintenance and client communications. The offer was $150 million, of which the he would receive $30 million. Often, transactions occur in various currencies with very short deadlines, and accuracy and efficiency is critical. Prior to that, he spent 18 years with Bernstein Investment Research and Management, where he was a Principal and Financial Advisor. Our low-backlash planetary and right-angle gearboxes reflect our passion for innovation and the highest levels of precision. WITTENSTEIN alpha develops and produces drives, controls and positioning devices for sectors that require maximum precision. Statement of Financial Condition. Our servo gearboxes are found in the most diverse industries and applications. WITTENSTEIN alpha offers servo gearboxes for any application and any performance range. Outside of work, he enjoys playing golf and tennis, seeing concerts and shows, and watching basketball. If it was a large impact, and parts of your body made contact with the inside of the car, its wise to consider that you may have injuries that were not obvious at first. From the initial prototype to series . several ways to reach your objectives Our software portfolio helps you choose the right drive: You can conveniently download dimension sheets and CAD data, select the best product quickly and easily or design complex kinematic sequences in detail - our software solutions offer various methods of selecting the best, most reliable drive on all axes. Private Wealth Management. Other times the injury is much more serious, requiring months of therapy or even surgery. Our conversations with key decision makers helped clarify how they each viewed the goals of the specific entities: We drew two important conclusions from our review: The results We raised these issues to the trustees, who shared our concerns. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. When it comes to managing your wealth, we focus on due diligence, diversification and risk management as the foundation of our investment approach. - We will develop a solution for you that is tailored to your drive needs. Our portfolio includes cost-effective serial solutions as well as customer-specific high-end developments. Prior to joining UBS, Christina worked for ICAP, an Interdealer Broker, as an eCommerce Product Manager. But our client began working for a competitor and could not easily establish a new company to roll the proceeds into. Loan Disclosure Statement. Todd works primary with the most complex family relationships, serving as a single point of contact to help them solve various financial problems in concert with their tax, legal and philanthropic advisors.