William Jeffrey Carlton
Managing Director - Wealth Management at Aegis Capital Corp.
Managing Director - Wealth Managment
Aegis Capital Corp.
• www.linkedin.com/company/aegis-capital-corp
Dec 2023 - Present
Managing Director - Wealth Management
UBS Financial Services
Feb 2023 - Dec 2023
McLean, Virginia, United States
Senior Vice President - Wealth Management
UBS Financial Services, Inc.
• www.linkedin.com/company/ubs
Sep 2007 - Feb 2023
McLean, Virginia, United States
Senior Vice President - Investments
Smith Barney / Citigroup
Sep 1991 - Sep 2007
McLean, Virginia
Managing Director - Wealth Management at Aegis Capital Corp.