Presenter

Charles Service

Senior Asset Allocation Strategist / Managing Director, UBS

Charlie Service participates in the critical review and setting of multi-asset and currency strategies. He also interacts with local investment teams to coordinate investment strategy and assists clients as part of the Global Investment Solutions initiative. He is a member of the Asset Allocation and Currency committees. Prior to joining the firm in 1996, Mr. Service was the Vice President, Capital Management and Trust Investments at Unisys Corporation, where he directed the worldwide trust investment programs, totaling over USD 6 billion. In that role, he was responsible for selecting and overseeing the investment strategies for defined benefit and defined contribution plans in the US and abroad. Mr. Service’s previous experience also includes work as a securities analyst at Standard & Poor’s Corporation. He is a member of the CFA Institute and the CFA Society of Chicago. He is also a statutory director of the UBS Global Asset Management Trust Company and a member of the Dynamic Alpha Strategy Sub-Committee of UBS Global Asset Management. Mr. Service has 22 years of experience in the investment industry. He received his B.S. from the University of Pennsylvania and his M.B.A from Harvard University.

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