Founding Team

About

The founding team at United Asset Management has a long history of experience in the financial industry. The team's president has previously worked at United Financial Group, Ltd., and has a degree from The Wharton School's Client Psychology Program. Additionally, other members of the team have degrees from the University of Chicago Booth School of Business in Wealth Management and Executive Education. This wealth of experience and knowledge allows United Asset Management to provide its clients with the best possible service.


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