Neil Shurafa Cfa
My path to financial advisory is unique in the industry. Before being called back to my hometown of...
Detroit, Michigan, United States
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Neil Shurafa Cfa’s Email neil.shurafa@ubs.com
Social Media
Neil Shurafa Cfa’s Location Detroit, Michigan, United States
Neil Shurafa Cfa’s Current Industry Ubs Global Wealth Management
Neil Shurafa Cfa’s Prior Industry Merrill Lynch Wealth Management | Hantz Financial Services | Self | Mount Lucas Management
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Work Experience
Ubs Global Wealth Management
Vice President - Wealth Management, USA
2024-02-01 00:00:00 - Present
Merrill Lynch Wealth Management
Financial Advisor
2020-06-01 00:00:00 - 2021-09-01 00:00:00
Hantz Financial Services
Investment Analyst
2017-06-01 00:00:00 - 2020-06-01 00:00:00
Self
Entrepreneur
2013-03-01 00:00:00 - 2017-05-01 00:00:00
Mount Lucas Management
VP of Global Investment Strategy
2002-02-01 00:00:00 - 2013-02-01 00:00:00Skills
Languages
FAQ About Neil Shurafa Cfa
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Neil Shurafa Cfa is located at
Detroit, Michigan, United States -
Neil Shurafa Cfa is a My path to financial advisory is unique in the industry. Before being called back to my hometown of Detroit, MI, I was fortunate to have had a very successful career at a storied Global Macro hedge fund on the East Coast. During my time there, I helped navigate over 1 billion in assets through twelve market corrections and three recessions. That experience equipped me with a distinct perspective that allows me to effectively address the issues that impact my clients. I relentlessly seek knowledge to stay equipped to address the issues that impact my clients. I have been distinguished with the Chartered Financial Analyst (CFA) designation which requires me to always act in a fiduciary capacity for my clients. The CFA credential is the most respected and recognized investment designation in the world. Whether we‘re discussing risk, performance or an investment strategy, our conversations will always be straightforward so you can clearly understand our approach and the reasoning behind our recommendations. In addition to building deep relationships with my clients, I enjoy investing time with my wife, Jill, and our two children, Sloane and Gavin, at our home in Grosse Pointe Farms, MI. I am an active member of the Detroit Boat Club Crew, Detroit Athletic Club and CFA Society of Detroit. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
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Neil Shurafa Cfa currently works in the Ubs Global Wealth Management |
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No Languages Available
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Neil Shurafa Cfa has prior
experience in the following industries:
Merrill Lynch Wealth Management | Hantz Financial Services | Self | Mount Lucas Management -
Neil Shurafa Cfa has the following professional experience:
Ubs Global Wealth Management | Merrill Lynch Wealth Management | Hantz Financial Services | Self | Mount Lucas Management -
You can view Neil Shurafa Cfa’s LinkedIn profile at LinkedIn URL
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Neil Shurafa Cfa’s work email
addresses are
neil.shurafa@ubs.com -
Ubs Global Wealth Management |
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