Wealth Strategy Associate
Current
Ubs Financial Services Inc.
Jan 2022 - Present
AeroLeads people directory · profile
Caleb Sharp Email & Phone Number
Wealth Strategy Associate
at
UBS Financial Services Inc.
1 work email found
@ubs.com
2 phones found area 585
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
UBS Financial Services Inc.
Role
Wealth Strategy Associate
Location
New York, United States, United States
Who is Caleb Sharp? Overview
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Quick answer
Caleb Sharp is listed as Wealth Strategy Associate at UBS Financial Services Inc., based in New York, United States, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 585, and a matched LinkedIn profile for Caleb Sharp.
Caleb Sharp previously worked as Transaction Processor at Howard Hanna Real Estate Services and Sales Associate/Warehouse Laborer at The Ski Company Mountain Sports. Caleb Sharp holds Bachelor Of Science, Applied Economics And Management from Cornell University, College Of Agriculture And Life Sciences.
Company email context
Email format at UBS Financial Services Inc.
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{first}.{last}@ubs.com
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AeroLeads found 1 current-domain work email signal for Caleb Sharp. Compare company email patterns before reaching out.
Profile bio
About Caleb Sharp
/*********/**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.**
Listed skills include Investments, Equity Research, Valuation, Financial Modeling, and 6 others.
Current workplace
Caleb Sharp's current company
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Ubs Financial Services Inc.
7 roles
Caleb Sharp work experience
A career timeline built from the work history available for this profile.
Transaction Processor
Dec 2019 - Sep 2021
Sales Associate/Warehouse Laborer
The Ski Company Mountain Sports
- Established expert knowledge of company’s product mix and interfaced with customers primarily at Bloomfield, NY location
- Warehouse activities including receiving & packing shipments both physically and electronically
- Operated forklift to load/unload trucks and stack pallets on shelves
- Tested alpine ski equipment and created promotional video content for company YouTube and Facebook websites
Nov 2017 - Apr 2019
Research Communication Strategist
- Maintained deep knowledge of firm’s current economic/market outlook, investment themes, results/attribution, and key portfolio positioning points to keep clients informed and attract new business
- Authored client newsletters discussing past/current/prospective global economic and financial market conditions
- Developed content for the firm’s website, client seminars, and sales meetings including written and oral presentations
- Worked closely with sales staff to identify field needs for written commentary, white papers, and other thought pieces
Mar 2011 - Oct 2015
Research Associate, Services Equity Research Group
- Actively researched global equity markets to identify investment opportunities in service industries adhering to Manning & Napier investment strategies and pricing disciplines; promoted from Junior to Senior Associate.
- Generated investment recommendations, industry overviews, and financial models including P&L forecasts, balance sheets, and cash flow statements, supporting investment proposals both independently and under direction.
- Frequently engaged with senior management of publicly traded companies within designated coverage universe
- Monitored performance of current investments within coverage area and reported results to Senior Research Group
- Created performance/attribution commentaries for Manning & Napier Financial Services Series mutual fund
Jan 2008 - Mar 2010
Research Assistant, Services Equity Research Group
- Aided analysts in development of investment ideas in service industries
- Performed daily news screening to monitor industry developments relevant to current investment themes
- Produced industry overviews, investment recommendations, and financial models to support analyst-directed investment ideas
- Monitored performance of Manning & Napier Financial Services Series mutual fund
May 2006 - Jan 2008
Administrative Assistant
Dec 2004 - May 2006
1 education record
Caleb Sharp education
-
Cornell University, College Of Agriculture And Life Sciences
FAQ
Frequently asked questions about Caleb Sharp
Quick answers generated from the profile data available on this page.
What company does Caleb Sharp work for?
Caleb Sharp works for UBS Financial Services Inc..
What is Caleb Sharp's role at UBS Financial Services Inc.?
Caleb Sharp is listed as Wealth Strategy Associate at UBS Financial Services Inc..
What is Caleb Sharp's email address?
AeroLeads has found 1 work email signal at @ubs.com for Caleb Sharp at UBS Financial Services Inc..
What is Caleb Sharp's phone number?
AeroLeads has found 2 phone signal(s) with area code 585 for Caleb Sharp at UBS Financial Services Inc..
Where is Caleb Sharp based?
Caleb Sharp is based in New York, United States, United States while working with UBS Financial Services Inc..
What companies has Caleb Sharp worked for?
Caleb Sharp has worked for Ubs Financial Services Inc., Howard Hanna Real Estate Services, The Ski Company Mountain Sports, Manning & Napier Advisors Inc, and Manning & Napier.
How can I contact Caleb Sharp?
You can use AeroLeads to view verified contact signals for Caleb Sharp at UBS Financial Services Inc., including work email, phone, and LinkedIn data when available.
What schools did Caleb Sharp attend?
Caleb Sharp holds Bachelor Of Science, Applied Economics And Management from Cornell University, College Of Agriculture And Life Sciences.
What skills is Caleb Sharp known for?
Caleb Sharp is listed with skills including Investments, Equity Research, Valuation, Financial Modeling, Financial Analysis, Investment Writing, Bloomberg Terminal, and Factset.
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