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Chris Palamara, Cfa Email & Phone Number
Director, Senior Portfolio Strategist
at
UBS
1 work email found
@cs.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Senior Portfolio Strategist
Location
Dallas, Texas, United States
Company size
Who is Chris Palamara, Cfa? Overview
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Quick answer
Chris Palamara, Cfa is listed as Director, Senior Portfolio Strategist at UBS, a with 28 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at cs.com and a matched LinkedIn profile for Chris Palamara, Cfa.
Chris Palamara, Cfa previously worked as Director, Portfolio Strategist at Ubs and Portfolio Manager at Portfolio Manager. Chris Palamara, Cfa holds Bachelor Of Science - Bs, Economics from Texas Christian University.
Company email context
Email format at UBS
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*@cs.com
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AeroLeads found 1 current-domain work email signal for Chris Palamara, Cfa. Compare company email patterns before reaching out.
Profile bio
About Chris Palamara, Cfa
Chris is an investment and financial expert as well as a demonstrated business development professional. He is a seasoned, proven institutional portfolio manager and capital markets specialist with a history of excelling in the financial services industry. Chris’s experience includes Depository Institutions, Interest Rate Risk Management, Portfolio Management, Risk Assessment, Capital Management, and Alternative Investments. He is a strong client-facing professional with a Bachelor of Science (BS) focused in Economics and Finance from Texas Christian University (TCU), and a CFA Charterholder since August 2019.
Listed skills include Investments, Series 7, Investment Strategies, Financial Services, and 76 others.
Current workplace
Chris Palamara, Cfa's current company
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Ubs
14 roles
Chris Palamara, Cfa work experience
A career timeline built from the work history available for this profile.
Director, Senior Portfolio Strategist
Current
May 2024 - Present
Director, Portfolio Strategist
May 2022 - May 2024
Portfolio Manager
Portfolio Manager
Results-oriented Portfolio Manager and Investment Strategist with expertise in developing and implementing successful investment strategies with a strong track record of growth. CFA Charterholder with experience in all types of equities, fixed income, cash management, and alternative investments. Proven ability to conduct comprehensive macroeconomic research and write articles and commentary for broad audiences. Strategic leader and collaborative communicator with a keen ability to develop relationships with key clients.
Aug 2021 - Jan 2022
Senior Associate, Investment Management Group
Curated and implemented investment strategies to meet and exceed client objectives within risk appetite. Assisted clients with risk management by instructing appropriate risk-related analysis (credit, liquidity, or interest rate) or devised hedging strategies to offset balance sheet risk.
Feb 2021 - Aug 2021
Associate, Investment Management Group
Vigorously managed $20B in depository institution fixed income portfolios based on asset-liability management duration targets and cash management/Treasury needs of clients. Carefully constructed investment policies within regulatory guidelines to maximize risk-adjusted return, helping the firm achieve 41% AUM growth from Oct. ’20 – May ’21.
Sep 2020 - Feb 2021
Associate, Advisory Services
Dec 2019 - Sep 2020
Portfolio Advisor
Passionately managed portfolios for private wealth and institutional clients. Responsible for investments, financing, and client relationship management; partnered with high-net-worth families and firms by making and executing investment recommendations to meet and exceed their objectives and desires.
May 2019 - Dec 2019
Team Financial Advisor - Investments & Financing
Managed $450M in assets, including securities, individual stocks, mutual funds, exchange-traded funds, and alternative investments. Assisted team in achieving 10% YoY revenue and asset growth targets; exceeded targets with 12% growth for new assets and strategic flows.
Oct 2017 - May 2019
Portfolio Manager
Halcyon Wealth Advisors, Llc
Accountable for investment portfolio management for an independent wealth management firm. Developed proprietary strategies to meet and exceed investment growth goals. Conducted careful research, performed investment analysis, and made investment selections for the firm. Implemented financial models, including firm-wide trade execution and reconciliation. Managed $40M AUM of private wealth and institutional client assets and provided oversight for $80M in QRPs. Created Investment Committee to execute overall investment strategy and directed all committee meetings.
Dec 2014 - Apr 2017
Investment Consultant
Performed investment analysis, generated weekly portfolio analysis reports, and conducted risk analysis. Constructed and implemented multi-strategy portfolio models based on appreciation, cash flow, estate, and taxation needs. Collaborated with Registered Investment Advisory firms in developing and implementing strategies for retail investors. Consistently achieved 106%+ production targets; established and ran a 12-member book club. Coached and mentored a team of 8 junior associates into higher-level positions.
May 2012 - Dec 2014
Financial Services Representative
Nov 2011 - May 2012
Financial Rep Trainee
Aug 2011 - Nov 2011
Investor Services Intern
Jun 2011 - Aug 2011
1 education record
Chris Palamara, Cfa education
-
Texas Christian University
FAQ
Frequently asked questions about Chris Palamara, Cfa
Quick answers generated from the profile data available on this page.
What company does Chris Palamara, Cfa work for?
Chris Palamara, Cfa works for UBS.
What is Chris Palamara, Cfa's role at UBS?
Chris Palamara, Cfa is listed as Director, Senior Portfolio Strategist at UBS.
What is Chris Palamara, Cfa's email address?
AeroLeads has found 1 work email signal at @cs.com for Chris Palamara, Cfa at UBS.
Where is Chris Palamara, Cfa based?
Chris Palamara, Cfa is based in Dallas, Texas, United States while working with UBS.
What companies has Chris Palamara, Cfa worked for?
Chris Palamara, Cfa has worked for Ubs, Portfolio Manager, Alm First, Merrill Lynch, and Halcyon Wealth Advisors, Llc.
Who are Chris Palamara, Cfa's colleagues at UBS?
Chris Palamara, Cfa's colleagues at UBS include Flloyd Rewa and Ethan Harro.
How can I contact Chris Palamara, Cfa?
You can use AeroLeads to view verified contact signals for Chris Palamara, Cfa at UBS, including work email, phone, and LinkedIn data when available.
What schools did Chris Palamara, Cfa attend?
Chris Palamara, Cfa holds Bachelor Of Science - Bs, Economics from Texas Christian University.
What skills is Chris Palamara, Cfa known for?
Chris Palamara, Cfa is listed with skills including Investments, Series 7, Investment Strategies, Financial Services, Wealth Management And Investments, Personal Investments, Asset Management, and Goals Based Asset Management.
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