About
Has 30+ years in FX, investment banking, derivatives and wealth management, having worked at UBS, Credit Suisse and Goldman Sachs before joining UBS International Wealth Management, primarily serving Mexican families.
Experience
- ParkviewAdvisorcurrent2016 — presentZurich, Switzerland
- UBS Wealth ManagementExecutive Director - Senior Client Advisor2013 — 2016Zurich, Switzerland
- UBS Wealth ManagementExecutive Director - Senior Client Advisor2010 — 2013Geneva, Geneva, Switzerland
- UBS Wealth ManagementExecutive Director2003 — 2010New York City Metropolitan Area
- Goldman SachsExecutive Director - Senior Client Advisor - Investment Management Division1999 — 2002Zurich, Switzerland
- Goldman SachsExecutive Director - Equity Derivatives - Investment Banking Division1990 — 1999Zurich, Switzerland
- Credit SuisseAssociate - Investment Banking Division - Debt Capital Markets Origination1988 — 1990Zurich, Switzerland
- UBS Investment BankAnalyst1984 — 1986Zurich, Switzerland
Education
- University of DenverMaster of Business Administration (M.B.A.), Finance
- UCLAPost Graduate Studies in Marketing and Finance1986 — 1987
- University of DenverBachelor's Degree, BSBA - Marketing
- Colegio Emil Friedman, Caracas, VenezuelaHigh School
Skills & more
Capital Markets15Portfolio Management14Equities23Derivatives11Hedge Funds16Alternative Investments13Asset Management10Investment Advisory7Investment Banking8Fixed Income18Private Banking8Equity Derivatives5
+12 more
BloombergInvestmentsAsset AllocationFinancial MarketsSeries 7Structured ProductsMergers & AcquisitionsSecuritiesAsset ManagmentPrivate EquityTradingStructured FinanceLanguages English · German · Spanish
- N.A.S.D. Registrations: Series 7 / 3 / 63 / 65
From Alejandro's professional profile.
Colleagues at Parkview Group
Artur Melnyk
Senior Analyst at Parkview Group
Evelyne Höntsch
Executive Assistant at Parkview Group
Feifei Wang
Senior Analyst at Parkview Group
Marcel Hagnauer
Associate Partner at Parkview Group
Marcus R. Epprecht
Advisor at Parkview Group
Maria Elena Vergara
Advisor at Parkview Group
Marius A. Holzer
COO, Partner at Parkview Group
Martin Liechti
Advisor at Parkview Group
Frequently asked questions
- Where does Alejandro Oberli work?
- Alejandro Oberli is Advisor at Parkview Group.
Same school
Also attended University of Denver39
Josh KushnerFounder & CEO of Thrive CapitalIsabelle SmithEvents Coordinator at HeavybitRiley PowersSenior Accountant at Congruent VenturesArnold WhitmanManaging Director at Generator VenturesArmando AlvarezFinance Manager at Westlake Village BioPartnersHayden BlankDirector of Investor Relations & Business Development at SPiCE VC
+ 33 more
Also attended UCLA471
Ben HorowitzCo-founder & General Partner at Andreessen HorowitzRon ConwayFounder of SV AngelKirsten GreenFounder and Managing Partner at Forerunner VenturesPaul FieldingFinance & Operations at General CatalystMelody MaExecutive Assistant and Lead Receptionist at Trinity VenturesGizem CakilInvestor at OpenView Venture Partners
+ 465 more
Shared employers
Also worked at Parkview10
Thomas J. EggerCEO Parkview Ltd., Advisor at Parkview GroupMartin LiechtiAdvisor at Parkview GroupOussama HimaniChief Investment Officer at Parkview GroupMarcus R. EpprechtAdvisor at Parkview GroupSebastian DerungsCFO at Parkview GroupPaul HoenckSenior Portfolio Manager at Parkview Group
+ 4 more
Also worked at UBS Wealth Management600
Paul KwanInvestment Team at General CatalystMartin MignotInvestor at Index VenturesBirgitteInvestor at InvestinorSauvanne Saint-LégerInvestor at DaphniElena PantaziPartner & Head of Platform at NorthzoneDaniel LiCEO of Plus and venture partner at Madrona
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+ 594 more
Also worked at Goldman Sachs1,436
Josh KushnerFounder & CEO of Thrive CapitalSarah GuoFounder & General Partner of ConvictionFred EhrsamCo-founder and Senior Advisor at Paradigm; founder of NudgeMatt HuangCo-founder and Managing Partner at ParadigmNiki PezeshkiGeneral Partner at Felicis VenturesChris BischoffInvestment Team at General Catalyst
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+ 1,430 more
Also worked at Credit Suisse583
Bill GurleyGeneral Partner Emeritus at Benchmark; author of Above the Crowd; BG2 co-hostMike SpeiserManaging Director at Sutter Hill VenturesRyan IsonoDeal Partner at Felicis VenturesAryo TehranianManaging Director at Mayfair Equity PartnersNic LowdenInvestor at Moonfire VenturesLeone PattofattoOperating Advisor at P101 Ventures
+ 577 more