Patty Merritt
Director/Board Member at The Student Conservation Association, Inc.
Profile
Ms. Patricia Merritt is a Private Wealth Advisor at UBS Financial Services, Inc. She is on the Board of Directors at The Student Conservation Association, Inc. She has combined her background as a legal professional with her expertise in financial planning to help ultra high net worth clients grow and preserve their wealth and establish their legacy.
As a Private Wealth Advisor, she offers clients access to a distinctive level of sophisticated advice and service.
Ms. Merritt has spent 17 years with J.P.
Morgan, serving in corporate finance and with the Private Bank.
She received her undergraduate degree from Smith College and an MBA from Yale School of Management.
Patty Merritt active positions
| Companies | Position | Start |
|---|---|---|
The Student Conservation Association, Inc.
 The Student Conservation Association, Inc. Miscellaneous Commercial ServicesCommercial Services The Student Conservation Association, Inc. provides environment protection services. It is a force of high school and college-age volunteers who are committed to protect the environment. The company was founded in 1957 and is headquartered in Charlestown, NH | Director/Board Member | - |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Portfolio Manager-Equities | 2004-03-31 |
Former positions of Patty Merritt
| Companies | Position | End |
|---|---|---|
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
Training of Patty Merritt
| Smith College | Undergraduate Degree |
| Yale School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
The Student Conservation Association, Inc.
The Student Conservation Association, Inc. Miscellaneous Commercial ServicesCommercial Services The Student Conservation Association, Inc. provides environment protection services. It is a force of high school and college-age volunteers who are committed to protect the environment. The company was founded in 1957 and is headquartered in Charlestown, NH | Commercial Services |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
| J.P. Morgan & Co., Inc. (Old) | Finance |
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