Doran Adhami joined Boustead Securities, LLC as Managing Director in 2019. With over 20 years of experience as a full-service financial advisor, his background includes advising high net worth families and institutional investors on new comprehensive strategies, including wealth management, mortgage lending and estate planning.
Mr. Adhami began his career at Merrill Lynch in 1999, where he was a wealth manager for six years. In 2005, he joined UBS where he continued to serve his clients and build further relationships. In 2013, to further service his clients’ individual needs, Doran launched United Global Advisors, LLC, as a boutique and full service financial advisory firm and also serves as portfolio manager of the Ace of Swords fund.
Mr. Adhami is involved with several charitable organizations including serving as Chairman of the Board of Trustees of The Magbit Foundation, a foundation that provides interest-free student loans to undergraduate and graduate students and he also a board member and Treasurer of the Neuro-Muscular Disease foundation.
Mr. Adhami graduated from the University of California at Los Angeles (UCLA) with a B.A. in Economics.
Holds FINRA Series 7, 63 and 65 as well as an Insurance license.