Charles Harvey Vice President of Investments UBS Financial Services

December 11, 2008 - Financial Digest
Name: Charles Harvey Title: Vice President of Investments Company: UBS Financial Services Location: 1099 Hingham St., Rockland, MA 02370 Birthplace and year: Wilmington, Del., 1959 Family: Wife, Kathy; children: Jake, Kaitlyn, Stephanie College: University of Denver, BS, Business Administration with double major in Finance & Marketing First job outside of finance: Sold hot cocoa for Carnation Corp. First job in finance or allied field: Securities industry for Paine Webber What do you do now and what are you planning for the future? I specialize in investment management for the individual and corporation and retirement plans. My philosophy is based on adhering to a long term strategy. Hobbies: Certified lacrosse referee and coach, boating Favorite book: Anything by Nelson DeMille, esp. "The Lions Game" Person you admire most (outside of family): Jack Lebel (former president of Mass. Board of Realtors) Key to success: Listen to your clients If you had to choose another vocation what would it be? Lacrosse coach

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