William Randall Cone, Cima Email and Phone Number
With more than three decades of experience, I lead The Cone Group, which provides UBS Institutional Consulting services and integrated family office-like services to a select number of fiduciary boards, wealthy families and their family foundations. We provide specialized investment consulting services, including the setting of investment policies and guidelines, asset allocation parameters, manager search and ongoing performance measurement. We also provide intergenerational family and philanthropy advisory services.At The Cone Group, we believe that the future five, ten, twenty years will be as volatile as the last fifteen, but we know that asset classes will not mimic their past five-year performance. Thus, there is no "riskless" choice in this modern, global, integrated economy, just "thoughtless"—which also means "surprising" and "unprepared."We choose our risks with an intent to keep the probabilities and ratios in our favor, while reducing surprises. We also proactively design and discuss contingency strategies—even have them ready to implement, should the improbable occur. This disciplined process will help navigate us through the inevitable "rapids" of modern life and deliver us at the shore of our choosing./*********/**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.**
Ubs Wealth Management
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Senior Vice President - Investments - Institutional Consultant, CimaUbs Wealth ManagementWashington, Dc, Us -
Senior Vice President - Investments - Institutional Consultant, CimaUbs Wealth Management Jan 2006 - PresentWashington, D.C. -
First Vice President - Investments - Institutional Consultant, CimaMerrill Lynch 1986 - 2005Washington D.C. Metro Area
William Randall Cone, Cima Education Details
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Certified Investment Management Analyst
Frequently Asked Questions about William Randall Cone, Cima
What company does William Randall Cone, Cima work for?
William Randall Cone, Cima works for Ubs Wealth Management
What is William Randall Cone, Cima's role at the current company?
William Randall Cone, Cima's current role is Senior Vice President - Investments - Institutional Consultant, CIMA.
What schools did William Randall Cone, Cima attend?
William Randall Cone, Cima attended Wharton School, University Of Pennsylvania.
Who are William Randall Cone, Cima's colleagues?
William Randall Cone, Cima's colleagues are Flloyd Rewa, Ethan Harro.
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