Donald W. Bailey

Senior Portfolio Manager at UBS Financial Services, Inc.

Donald W. Bailey

Donald W. Bailey

Senior Portfolio Manager at UBS Financial Services, Inc.

Overview
RelSci Relationships

2515

Number of Boards

3

Number of Awards

1

Relationships
RelSci Relationships are individuals Donald W. Bailey likely has professional access to. A relationship does not necessarily indicate a personal connection.

Senior Vice President of Investments & Wealth Management Advisor, Wealth Management Group at Merrill Lynch & Co.

Relationship likelihood: Strong

Senior Portfolio Manager, the Mixon Smith Thomason Group at Morgan Stanley Smith Barney LLC

Relationship likelihood: Strong

Global Head of Client Strategy at UBS Financial Services, Inc.

Relationship likelihood: Strong

Relationship likelihood: Strong

Managing Director, Wealth Management & Portfolio Manager at UBS Financial Services, Inc.

Relationship likelihood: Strong

Managing Director at Neuberger Berman Group LLC

Relationship likelihood: Strong

Financial Advisor at Edward Jones Investments

Relationship likelihood: Strong

Member, Advisory Council at The Dallas Foundation

Relationship likelihood: Strong

Attorney at Malouf Lynch Jackson & Swinson

Relationship likelihood: Strong

Financial Advisor at Level Four Advisory Services LLC

Relationship likelihood: Strong

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Donald W. Bailey
Senior Portfolio Manager at UBS Financial Services, Inc.
Education
BS in Finance

The University of Tulsa's mission is nurtured and supported by: exceptional faculty, who draw students into the pursuit of knowledge, introducing them to the pleasures and responsibilities of the life of the mind in a challenging world, and who include in their numbers the 1998-99 Carnegie Foundation Professor of the Year for all U.S. doctoral and research universities, a national Carnegie Foundation Pew Scholar, a Carnegie Foundation Professor of the Year for Oklahoma, a member of the National Academy of Engineering, and four Fellows of the Institute for Advanced Study. a humanities-based general curriculum that stimulates scientific, social, and artistic inquiry, while stressing competence in oral and written communication; graduate, professional, and research programs that foster advanced theoretical development, promote professional preparation, enhance the quality of the faculty, and extend the University's international reach; substantial library resources and information technology that support research and classroom learning; a residential campus that fosters a sense of community and integrates curricular and extracurricular life; and abundant opportunities for students to undertake community service, internships, and study abroad; to participate in substantive research, often as early as the freshman year; and to study and reflect in ways that foster intellectual, spiritual, and moral growth. TU's 200-acre campus is located two miles east of downtown Tulsa, a metropolitan city with a population exceeding a half a million people. The city's remarkable cultural, technological, and economic resources nourish the University's mission and enrich its life, just as the University, in turn, enriches the city. In its vibrant urban environment, The University of Tulsa offers a diversity of learning experiences, a balance between career preparation and liberal education, teaching, and research, and endeavors to instill in its students an understanding that stature as an individual and value as a member of society depend upon continual learning

Career History
Senior Portfolio Manager
2011 - Current

UBS's wealth management division offers high net worth individuals a range of advisory and investment products and services. UBS offers brokerage services and products as well as asset management and other investment advisory and portfolio management products and services.

Investment Director
Prior
Vice President & Regional Director
Prior
Boards & Committees
Member, Planned Giving Committee
Tenure Unconfirmed
Awards & Honors
CFP (Certified Financial Planner)
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