Wealth Investment Strategies with Stephen R. Freedman, Ph.D., CFA

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Stephen-FreedmanThe guest was Stephen Freedman, Head of Investment Strategy at UBS. After earning a Master’s degree in economics and business from University of Gallen in Switzerland, Mr. Freedman went on to earn a Ph.D. in financial economics from the same institution. His career at UBS began back in 1998 where he initially started as an economist and public policy analyst. In 2004, he began as an Investment Strategist, and then in 2007 was transferred to the American team based in New York City.

In addition to his work at UBS, he is a member of the Wealth Management Americas Investment Committee. He also is an analyst for the monthly publication of the Investment Strategy Guide along with some other publications. Finally, Mr. Freedman is a Chartered Financial Analyst charter holder and also earned the Financial Risk Manager (FRM) designation awarded by the Global Association of Risk Professionals (GARP).

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