UVEST FINANCIAL SERVICES GROUP, INC. of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 13787). Regulatory assets under management: $500.0M.
Showing 25 of 45 people.
| Name | Role | Location |
|---|---|---|
| SMITH TAFT JAMES | SHAREHOLDER | CHICAGO, IL |
| HENRY CLAY THOMAS | VP-PLANNING AND INVESTMENT MANAGEMENT SERVICES | — |
| MCDERMOTT JOHN JEROME JR | MANAGING DIRECTOR, CHIEF ENTERPRISE RISK OFFICER | — |
| MILLER EDWARD BRUCE | EVP STRATEGIC ACCOUNT RELATIONSHIPS; EXECUTIVE VICE PRESIDENT STRATEGIC ACCOUNT RELATIONSHIPS | — |
| SMITH RAYMOND HILL JR | DIRECTOR | — |
| STEARNS ESTHER MARION | DIRECTOR | — |
| CASADY MARK STEPHEN | CHAIRMAN OF THE BOARD | — |
| DWYER WILLIAM EDWARD III | DIRECTOR; DIRECTOR, MANAGING DIRECTOR AND PRESIDENT OF NATIONAL SALES AND MARKETING | — |
| MAHER CHARLES WILLIAM | DIRECTOR | — |
| PEDDY BRENT ANDREW | CHIEF COMPLIANCE OFFICER | — |
| OSMAN ARTHUR DAVID | SVP EXTERNAL BUSINESS CONSULTANTS, INTERNAL RELATIONSHIP MANAGEMENT AND PLATFORM TEAM; SVP RELATIONSHIP MANAGEMENT AND RECRUITING; SVP STRATEGIC RELATIONSHIP MANAGEMENT (+2 more) | — |
| ARNOLD DAN HOGAN JR | CHIEF COMPLIANCE OFFICER; DIRECTOR; PRESIDENT/COO; SHAREHOLDER; DIRECTOR; PRESIDENT/COO; SHAREHOLDER; MANAGING DIRECTOR AND DIVISIONAL PRESIDENT (+2 more) | — |
| PAYNE TERRI LYNN | FINOP AND VP OPERATIONS; FINOP AND VP STRATEGIC ACCOUNT OPERATIONS; V.P. OF OPERATIONS (+2 more) | — |
| GREGSON MICHAEL SCOTT | SVP ASSET MANAGEMENT; SVP FIXED INCOME; SVP PLANNING AND INVESTMENT MANAGEMENT SERVICES (+2 more) | — |
| VINES MICHAEL LON | CFO; SR. VP TECHNOLOGY & OPERATIONS; SVP OPERATIONS (+2 more) | — |
| FRY CHARLES SHAY IV | SR. VICE PRESIDENT; SVP RELATIONSHIP MANAGEMENT; SVP SALES (+2 more) | — |
| BARKSDALE ADDISON A | EVP MARKETING; EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT MARKETING (+2 more) | — |
| MCGUIRE JAMES FRANCIS | CHIEF COMPLIANCE OFFICER | — |
| HARRISON ULRIKE S | SHAREHOLDER | — |
| MOORE BYRON ROBERT | DIRECTOR | — |
| ROBISON JOHN HENRY | DIRECTOR/CEO | — |
| ROBISON MARTHA BARNES | DIRECTOR/SHAREHOLDER/TRUSTEE OF JHR FAMILY TRUST; SHAREHOLDER/TRUSTEE OF JHR FAMILY TRUST | — |
| SMITH DAVID KENAN | SHAREHOLDER | — |
| ALLEN MARTHA S | SHAREHOLDER | — |
| SMITH E HAYES | SHAREHOLDER | — |