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MEMBER PROFILE

 

Kevin Daugherty

UBS Financial Services

 

Member profile details

Membership level
Chicago Individual
First name
Kevin
Last name
Daugherty
Title
Wealth Advisor
Company
UBS Financial Services
 

CONTACT INFORMATION

City
Oakbrook Terrace
State
Illinois
 

PROFILE INFORMATION

Call me when
you feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash management
  • Charitable giving
  • ESOPs
  • Estate planning
  • Financial Modelling
  • Investments
  • Private equity
  • Retirement
Client Industry(ies)
  • Agriculture/Mining
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
In Business Since
20
How to contact
kevin.daugherty@ubs.com
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