Kathryn Lopresti
Investment adviser representative at UBS Asset Management (americas) LLC
25 yearsExperience
2 statesRegistered in
$588.2BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- UBS Asset Management (americas) LLCOct 2017 to now
- UBS Asset ManagmentFeb 2016 to now
- Full Time StudentAug 2001 to now
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
UBS Asset Management (americas) LLC
$588.2BAssets managed
433,784Clients
32Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5555982
- Firm CRD
- 106838