Paine webber login7/30/2023 The information provided herein is not directed at any investor or category of investors and is provided solely as general information about our products and services and to otherwise provide general investment education. He has been awarded the Chartered Financial Analyst designation.Ĭertain products and services may not be available in all jurisdictions or to all client types. He holds a BS in Business Management with a minor in Economics from Ithaca College. He is a member of the Board of Trustees of The Maritime Aquarium at Norwalk. Stanley has served as frequent chair and speaker at industry conferences across the country. He is also a former member of the Board of Directors of the New York Society of Security Analysts where he co-founded and was a former chair of the Private Wealth Management Committee. Additionally, he has served as a member of the Private Wealth Advisory task force and the Professional Development Committee for the CFA Institute. He is a former member of the Board of Governors of the CFA Institute and previously was the New York region’s President Council Representative for the CFA Institute. Greene, Stanley worked at Drexel Burnham Lambert and Paine Webber. Greene and Company, LLC, where he advised both taxable and institutional accounts and marketed the company’s strategies. Prior to the acquisition, he was a portfolio manager at David J. Stanley is an Associate Portfolio Manager for the Greene Group All Cap Intrinsic Value strategy and the Small Cap Intrinsic Value strategy. Greene and Company was acquired by Neuberger Berman. Lee, CFA, Managing Director, joined the firm in 2008 when David J.
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