UBS Group AG (N:UBS)
Business Focus: Investment Management & Fund Operators
May 06, 2024 03:28 pm ET
UBS Financial Advisor Stockton Schultz named to Financial Planning 2024 Top 40 Under 40
UBS Wealth Management USA announced today that Stockton Schultz, a financial advisor based in the firm’s Phoenix office, has been named to the Financial Planning Top 40 Brokers Under 40 list for 2024. In addition, Stockton has also earned the Athletes and Entertainers Consultant (“AEC”) designation at UBS.
May 02, 2024 10:00 am ET
Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State List
UBS Wealth Management USA announced today that three financial advisors, Susan Bailey, Jennifer Loson Luckovich and Jennifer Pope, in the Scottsdale office of the firm’s Pacific Desert Wealth Management Market have been named to the
Apr 19, 2024 02:55 pm ET
UBS hires financial advisor team led by Christopher Toregas in Los Angeles
UBS Wealth Management USA today announced that Christopher Toregas CFP® has joined the firm as a Managing Director and Senior Portfolio Manager in the Century City office. Christopher and his team join the firm’s Los Angeles Market, managed by Market Executive Lauren Gorsche and Market Director Kreg Pearless.
Apr 19, 2024 09:30 am ET
James Herring and John Gaffney join UBS Private Wealth Management in New York City
UBS today announced that Private Wealth Advisors James Herring and John Gaffney will be joining the firm in New York City. At the conclusion of their respective notice periods, James and John will join the UBS Manhattan Market and will be based in the firm’s 299 Park Ave Private Wealth Management office, managed by Chris Amo and Bob Sorrentino.
Apr 19, 2024 09:20 am ET
43 UBS Financial Advisors in the Pacific Northwest Market Named to Forbes Best-In-State Wealth Advisors list
UBS Wealth Management USA announced today that 43 Financial Advisors from the firm’s Pacific Northwest Market, which spans across the four states of Alaska, Montana, Oregon and Washington, have been named to the Forbes Best-In-State Wealth Advisors list for 2024.
Apr 15, 2024 09:00 am ET
13 UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list
UBS today announced that 13 advisors in the firm’s Philadelphia D.C. wealth management market have been named to the Barron’s Top 1200 Financial Advisors list for 2024.
Apr 12, 2024 10:00 am ET
UBS Private Wealth Management hires Regina Bronson and Alex Gitomer in New York City
UBS Private Wealth Management today announced that Regina Bronson and Alex Gitomer will be joining the firm as Managing Directors and Private Wealth Advisors in New York City. Regina and Alex will also be joined by Senior Wealth Strategy Associates Christina Brown and Hilary Stock.
Apr 11, 2024 11:22 am ET
UBS Private Wealth Advisor Jason Stephens named to Barron's Top 1200 Financial Advisors list
NAPLES, Fla., April 11, 2024 /PRNewswire/ -- UBS Private Wealth Management announced today that Jason E. Stephens, CFP®, Private Wealth Advisor and Managing Director, The Stephens Group, in Naples, Florida, has been named to the Barron's Top 1200 Financial Advisors list for 2024. Jason ranks No. 25 in the state of Florida.
Apr 05, 2024 02:30 pm ET
UBS declares coupon payments on 11 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 11 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Apr 03, 2024 01:01 pm ET
Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA
UBS Private Wealth Management today announced that Thomas (Tom) Mains has joined the firm as a Financial Advisor. He joins the UBS Southeast Market, managed by Lane Strumlauf, and will be located in the firm’s Atlanta, Georgia Private Wealth Management office.
Apr 02, 2024 01:34 pm ET
UBS Private Wealth Management hires William Wright and Matthew Hoffman in New York City
UBS Private Wealth Management today announced that Private Wealth Advisors William Wright and Matthew Hoffman will be joining the firm in New York City, along with Senior Wealth Strategy Associate Audrey Kaus.
Mar 29, 2024 11:00 am ET
Five UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes
UBS Wealth Management USA announced today that five financial advisors based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market have been named to the Forbes Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State lists for 2024. One of the women, Courtney Liddy, has been recognized as one of the Top 100 Women Wealth Advisors nationwide by Forbes, ranking #21 on the list.
Mar 28, 2024 12:09 pm ET
UBS Hires Three-Person Financial Advisor Team in Birmingham, MI
UBS Wealth Management USA today announced that a three-person team, The Bucher Group, has joined the firm in Birmingham, Michigan. The father-son team is led by Financial Advisor Matthew J. Bucher and includes Financial Advisor Matthew M. Bucher, as well as Client Service Associate Christina Lynn Propst. Together, they focus on providing tailored investment strategies and comprehensive wealth management advice for high-net-worth individuals and families.
Mar 26, 2024 03:21 pm ET
UBS Financial Advisors form $1.3 billion team in Hartford, CT
UBS Wealth Management USA today announced the formation of Stone Harbor Group, a new team of Financial Advisors in its Hartford, CT office. The nine-person team includes Financial Advisors Richard Cyphers, Gerald Dubey, Douglas Domian, Scott Mintz, David Sacharko and Sean Siana, as well as Client Service Associates Aranzazu Suar
Mar 08, 2024 11:00 am ET
UBS appoints James V. Carideo as Market Director for San Diego
UBS Wealth Management today announced that James (Jim) V. Carideo has been appointed Market Director for the firm’s San Diego offices, effective January 1, 2024. He will be based in the downtown San Diego office and will oversee financial advisors and support staff in San Diego and additional branches in Rancho Bernardo and Carmel Valley.
Mar 06, 2024 10:00 am ET
UBS Advisor Team The Mahoney Group Named to Forbes Best-in-State Wealth Management Teams List
UBS Private Wealth Management announced today that financial advisor team, The Mahoney Group, based in the firm’s Los Angeles Private Wealth Management office, has been named to the Forbes Best-in-State Wealth Management Teams list for 2024.
Mar 05, 2024 04:30 pm ET
UBS declares coupon payments on 5 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Feb 22, 2024 02:30 pm ET
UBS declares quarterly coupon payments on Exchange Traded Note: AMUB
UBS Investment Bank today announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: “AMUB”), traded on the NYSE Arca.
Feb 20, 2024 08:15 am ET
Synthesized receives UBS Next investment that will further the development of high quality data for software testing
LONDON, Feb. 20, 2024 /PRNewswire/ -- Synthesized Ltd, a leading data generation and provisioning platform, which provides engineering teams a quick way to create and share production-like test and training data through advanced machine learning and automation, announced today that UBS Next, the group's venture and innovation unit, is investing in its next phase of growth.
Feb 13, 2024 11:05 am ET
Twenty-two UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-in-State Wealth Management Teams List
UBS Wealth Management USA announced today that 22 financial advisor teams based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market have been named to the Forbes Best-In-State Wealth Management Teams list for 2024. Of the advisor teams recognized, nine work from the firm’s Orange County offices, ten are based in San Diego County, and three are in Honolulu.
Feb 13, 2024 09:00 am ET
21 UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Named to the 2024 Forbes Best-in-State Wealth Management Teams List
UBS today announced that 21 advisor teams in the firm’s Philadelphia D.C. Wealth Management Market have been named to the 2024 Forbes Best-in-State Wealth Management Teams list.
Feb 13, 2024 06:00 am ET
37 UBS advisor teams in Florida named to Forbes Best-In-State Wealth Management Teams list
TAMPA, Fla., Feb. 13, 2024 /PRNewswire/ -- UBS Wealth Management USA announced today that 37 financial advisor teams in Florida have been named to the Forbes Best-In-State Wealth Management Teams list for 2024.
Feb 09, 2024 12:00 pm ET
$2 Billion Advisor Team Joins UBS in Paramus, New Jersey
UBS Private Wealth Management today announced that Financial Advisors Matthew Foley, Lawrence DeLuise and Christopher Butler have joined the firm. Together with their team, Foley, DeLuise & Associates, they manage more than $2 billion in client assets for ultra-high net worth individuals and families. Matt, Larry, and Chris are also joined by team members Jason Lipp, Deanna Wilson, Lori Macaluso, Greg Romano, Linsey Serafino and Emily Buske.
Feb 07, 2024 12:35 pm ET
UBS Advisor Team Rimmel Mehaffey Pessy Wealth Consulting Group Named to Forbes Best-In-State Wealth Management Teams list
UBS Wealth Management USA today announced that Rimmel Mehaffey Pessy Wealth Consulting Group, an advisor team in the firm’s Pittsburgh, PA office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2024. This is the second consecutive year that the team has been ranked the top advisor team
Feb 06, 2024 10:00 am ET
Feb 02, 2024 04:30 pm ET
UBS Declares Coupon Payments on 5 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Feb 02, 2024 01:39 pm ET
$1.3 Billion Advisor Team Joins UBS in Albany, New York
UBS Wealth Management USA today announced that a four-person advisor team, The Hart Group, has joined the firm. The team is led by Financial Advisors James Hart, Emily Hoag, Natalie Squillace, and Nolan Hart, and includes Registered Client Service Associate Lynda O Von Jaeger. Together, they manage approximately $1.3 billion in client assets for high-net-worth individuals and families, specializing in the Athletes and Entertainers segment.
Feb 01, 2024 01:52 pm ET
UBS advisor team The Stephens Group named to the Forbes Best-In-State Wealth Management Teams list
NAPLES, Fla., Feb. 1, 2024 /PRNewswire/ -- UBS Wealth Management USA announced today that The Stephens Group, led by UBS private wealth advisors Jason E. Stephens and Michael Lundon, in Naples, Florida, has been named to the Forbes Best-In-State Wealth Management Teams list for 2024. The team ranked No. 9 in the state of Florida.
Jan 24, 2024 01:04 pm ET
UBS Advisor Team Highbridge Wealth Management Named to Forbes Best-In-State Wealth Management Teams List
UBS Wealth Management USA announced today that Highbridge Wealth Management, an advisor team in the firm’s Plano, Texas office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2024. The team is led by Financial Advisors
Jan 22, 2024 02:46 pm ET
UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list
UBS Wealth Management USA announced today that Endurance Artist Management, an advisor team in the firm’s Los Angeles, California office has been named to the Forbes Best-In-State Wealth Management Teams list for 2024. This is the second consecutive year the team has been named to the list.
Jan 19, 2024 04:51 pm ET
$1.6 Billion Advisor Team Joins UBS Private Wealth Management in Northbrook, IL
UBS Private Wealth Management announced today that an eight-person financial advisor team, Hammond Fay Bush & Associates, has joined the firm in Northbrook, Illinois. The team, led by Financial Advisors Jack Hammond, Susan Bush and Brian Fay, manages approximately $1.6 billion in client assets for ultr
Jan 12, 2024 12:35 pm ET
Advisor Team GKB & Associates Joins UBS in New York City
UBS Wealth Management USA today announced that Financial Advisors Joseph J. Guarneri, Steven Kabot, Stefani Bollag, Daniel Russo and Conor Heine will be joining the firm in New York City. Together, their team, GKB & Associates, manages nearly $2 billion in client assets for high-net-worth individuals and families. They will be based in
Jan 11, 2024 01:59 pm ET
UBS Advisor Team Montage Financial Group named a Top 100 Private Wealth Management Team by Forbes
UBS Private Wealth Management announced today that Montage Financial Group, an advisor team based in the firm’s Denver, Las Vegas and Lincoln offices, has been named to the Forbes America’s Top Wealth Management Teams Private Wealth list for 2023, ranking #37 in the nation.
Jan 09, 2024 02:00 pm ET
UBS Declares Coupon Payments on 11 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 11 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Jan 08, 2024 12:33 pm ET
Financial Advisor Steve Nassau joins UBS in Irvine, CA
UBS Wealth Management USA today announced that Financial Advisor Steve Nassau and Senior Registered Client Associate Kristin Landis have joined the firm. The team will be located in the firm’s
Dec 11, 2023 12:58 pm ET
Four Financial Advisors join UBS in Atlanta, Georgia
UBS Wealth Management USA today announced that Financial Advisors Chris Hartnett, Daniel Schurr, John Little and William Kennon, and Client Service Associate Wanda Brewster-Harris have joined the firm. Combined, they bring more than 50 years of industry experience and manage nearly $600 million in client assets.
Dec 11, 2023 10:00 am ET
UBS expands Wealth Management capabilities in Arizona, unveils new offices in Phoenix and Scottsdale
UBS today announced it will be increasing its real estate footprint in both Phoenix and Sc
Dec 06, 2023 02:00 pm ET
ACADEMY AWARD NOMINEE AVA DuVERNAY'S ACCLAIMED NEW FILM ORIGIN HONORED WITH WEEKEND OF CELEBRATION AT ART BASEL MIAMI IN PARTNERSHIP WITH TRIBECA FESTIVAL AND UBS
ORIGIN is the sole film presentation of Art Basel 2023
Dec 06, 2023 12:00 pm ET
UBS declares coupon payments on 5 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Dec 05, 2023 09:00 am ET
NFL Players Association names UBS an Institutional Financial Advisor
UBS today announced that it has been named an Institutional Financial Advisor of the NFL Players Association (“NFLPA”), the official union of professional football players in the National Football League. With this program, select UBS Financial Advisors, in coordination with the firm’s Athletes and Entertainers group, will provide holistic financial
Dec 04, 2023 09:48 am ET
Advisor Andrea Freiman joins UBS Private Wealth Management in Miami
UBS Private Wealth Management today announced that Andrea Freiman, CFP®, has joined the firm as a Financial Advisor in South Florida. She joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office. Prior to joining UBS, Andrea was a senior banker at J.P. Morgan Private Bank, where she advised ultra high net worth families in the U.S. and Latin America for over a decade.
Nov 30, 2023 01:29 pm ET
Advisors Charlie Medelberg and Stacey Koziatek join UBS in Chesterfield, Missouri
UBS Wealth Management USA today announced that Charlie Medelberg and Stacey Koziatek, The Medelberg Group, have joined the firm as Financial Advisors. They join the UBS Midwest Wealth Management Market, managed by Michael Mimick, and will be located in the Chesterfield, MO office, reporting to Gary Wideman. Together, Charlie and Sta
Nov 29, 2023 11:06 am ET
Russell Morrison joins UBS as Financial Advisor in Jackson, Mississippi
UBS Wealth Management USA today announced that Russell Morrison has joined the firm as a Financial Advisor. Russell will be teaming up with Jackson, Mississippi based team, Capitol Wealth Management, led by UBS Financial Advisors Rush Mosby and Will Mosby. Collectively, the team manages $1.8 billion in client assets.
Nov 29, 2023 10:18 am ET
Three UBS Advisor Teams Named to the Forbes America’s Top Wealth Management Teams List
UBS today announced that financial advisor teams Wickham Cash Partners, LongBernsteinGunderson Wealth Management and The Capital ESOP Group have been named to the Forbes America’s Top Wealth Management Teams list for 2023.
Nov 21, 2023 02:30 pm ET
UBS declares quarterly coupon payments on Exchange Traded Note: AMUB
UBS Investment Bank today announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: “AMUB”), traded on the NYSE Arca.
Nov 20, 2023 01:17 pm ET
UBS Financial Advisor Team Mainsail Wealth Partners Named to the Forbes Top 100 Private Wealth Management Teams List
UBS Private Wealth Management announced today that Mainsail Wealth Partners, an advisor team in the firm’s Los Angeles Private Wealth office has been named to the Forbes America’s Top 100 Private Wealth Management Teams list for 2023, ranking #7 in the nation.
Nov 17, 2023 10:16 am ET
$700 Million Advisor Team Joins UBS in Hartford, Connecticut
UBS Wealth Management USA today announced that a four-person advisor team, The Keating group, has joined the firm. The team is led by Financial Advisors Maureen Keating, Michael DeCorleto and Matthew Marques, and also includes Wealth Management Associate Matthew Mardirosian. Together, they manage approximately $700 million in client ass
Nov 13, 2023 12:15 pm ET
UBS Financial Advisors show commitment to helping business owners plan a successful exit
Reflecting its commitment to helping business owners navigate complex financial and business succession considerations, UBS is proud to announce that 20 of the firm’s financial advisors and market directors in Arizona, Hawaii and Southern California have obtained the Certified Exit Planning Advisor (CEPA®) certification, bringing its t
Nov 09, 2023 11:36 am ET
UBS hires $700 million financial advisor team in Manchester, NH
UBS Wealth Management USA today announced that a four-person financial advisor team, The Hartigan Schehl Group, has joined the firm. The team is led by Financial Advisors Will Hartigan and Steve Schehl, and together, they’re responsible for managing more than $700 million in client assets. They join UBS’s Northern New Engl
Nov 05, 2023 02:53 pm ET
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of UBS Group AG - UBS
Pomerantz LLP is investigating claims on behalf of investors of UBS Group AG (“UBS” or the “Company”) (NYSE: UBS). Such investors are advised to contact Robert S. Willoughby at [email protected] or 888-476-6529, ext. 7980. The investigation...
Nov 03, 2023 06:02 pm ET
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of UBS Group AG - UBS
NEW YORK, Nov. 3, 2023 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of UBS Group AG ("UBS" or the "Company") (NYSE: UBS). Such investors are advised to contact Robert S. Willoughby at [email protected] or 888-476-6529, ext. 7980.
Nov 03, 2023 02:30 pm ET
UBS declares coupon payments on 5 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Oct 27, 2023 03:38 pm ET
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of UBS Group AG - UBS
Pomerantz LLP is investigating claims on behalf of investors of UBS Group AG (“UBS” or the “Company”) (NYSE: UBS). Such investors are advised to contact Robert S. Willoughby at [email protected] or 888-476-6529, ext. 7980. The...
Oct 27, 2023 11:15 am ET
UBS Celebrates 15th Year as Presenting Sponsor of Art San Diego
UBS is proud to again serve as presenting sponsor for Art San Diego in 2023, continuing its support for cultural endeavors around the world and affirming its commitment to using contemporary art to bring together ideas, inspiration, and innovation. As the premier contemporary fine art fair in Southern California,
Oct 25, 2023 06:33 pm ET
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of UBS Group AG - UBS
NEW YORK, Oct. 25, 2023 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of UBS Group AG ("UBS" or the "Company") (NYSE: UBS). Such investors are advised to contact Robert S. Willoughby at [email protected] or 888-476-6529, ext. 7980.
Oct 23, 2023 12:20 pm ET
UBS Advisor Team ViewPoint Partners Named to Barron’s Top 100 Private Wealth Management Teams List
UBS Private Wealth Management announced today that ViewPoint Partners, and Private Wealth Advisors Hillary Cullen, James Coan and Aileen Schruth in the firm’s New York City office, has been named to the Barron’s Top 100 Private Wealth Management Teams list for 2023.
Oct 20, 2023 02:21 pm ET
UBS Hires Advisor Team of Four in Washington, D.C.
UBS today announced that a four-person advisor team, The Charles Drew Group, has joined the firm in Washington, D.C. The team, which manages $460 million in client assets, is led by Managing Director and Financial Advisor Charles Drew, and also includes Financial Advisors Bennett Kavlick, Matthew Tomczuk and Client Service Associate Justin Hatch.
Oct 20, 2023 12:54 pm ET
Patrick K. McBrien joins UBS Private Wealth Management in New York City
UBS today announced that Patrick K. McBrien has joined the firm as a Managing Director and Private Wealth Advisor in New York City. He is joined by Senior Wealth Strategy Associate William Hand and Senior Client Associate Avery Melville. They join the UBS Manhattan Market, led by Chris DiMuria, and will be based in the New York Private Wealth Management office located at 299 Park Ave, managed by Chris Amo and Bob Sorrentino.
Oct 19, 2023 04:24 pm ET
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of UBS Group AG - UBS
Pomerantz LLP is investigating claims on behalf of investors of UBS Group AG (“UBS” or the “Company”) (NYSE: UBS). Such investors are advised to contact Robert S. Willoughby at [email protected] or 888-476-6529, ext. 7980. The investigation...
Oct 18, 2023 10:11 am ET
Mandy Ho Joins UBS Private Wealth Management in Bellevue, WA
UBS Private Wealth Management announced today that Mandy Ho has joined the firm in Bellevue, WA. She joins The Matthews Group at UBS, a 19-person, highly experienced team with a practice based on serving clients with dedication and excellence, as a Relationship Manager. In her new role, Mandy will work closely with ultra-high net worth clients in managing their investments and providing strategic planning advice.
Oct 17, 2023 09:18 pm ET
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of UBS Group AG - UBS
NEW YORK, Oct. 17, 2023 /PRNewswire/ --Pomerantz LLP is investigating claims on behalf of investors of UBS Group AG ("UBS" or the "Company") (NYSE: UBS). Such investors are advised to contact Robert S. Willoughby at [email protected] or 888-476-6529, ext. 7980.
Oct 17, 2023 10:00 am ET
Timothy McNutt and Narayan Pallavur Join UBS Wealth Management in Westlake Village, California
UBS Wealth Management USA announced today that Financial Advisors Timothy McNutt and Narayan Pallavur have joined the firm’s Westlake Village, California office. Combined, the two advisors manage over $420 million in client assets for high-net-worth individuals, business owners and multi-generational families.
Oct 16, 2023 12:16 pm ET
Twelve UBS advisors in Florida named to Forbes Top Next-Gen Wealth Advisors Best-In-State list
TAMPA, Fla., Oct. 16, 2023 /PRNewswire/ -- UBS Wealth Management USA announced today that 12 of the firm's Florida-based financial advisors have been named to the Forbes Top Next-Gen Wealth Advisors Best-In-State list for 2023.
Oct 11, 2023 05:27 pm ET
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of UBS Group AG - UBS
Pomerantz LLP is investigating claims on behalf of investors of UBS Group AG (“UBS” or the “Company”) (NYSE: UBS). Such investors are advised to contact Robert S. Willoughby at [email protected] or 888-476-6529, ext. 7980. The investigation...
Oct 10, 2023 11:44 am ET
Advisor team The Betesh Group joins UBS in New York City
UBS Wealth Management USA today announced that two Financial Advisors, Morris and Irving Betesh, The Betesh Group, have joined the firm in New York City. Together, the team has more than 80 years of professional investment experience and manages $780 million in client assets for high-net-worth families, senior executives and private business owners.
Oct 09, 2023 07:18 pm ET
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of UBS Group AG - UBS
NEW YORK, Oct. 9, 2023 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of UBS Group AG ("UBS" or the "Company") (NYSE: UBS). Such investors are advised to contact Robert S. Willoughby at [email protected] or 888-476-6529, ext. 7980.
Oct 09, 2023 02:30 pm ET
UBS declares coupon payments on 11 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 11 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Oct 06, 2023 10:08 am ET
Matt Burton joins UBS Wealth Management in Indianapolis
UBS Wealth Management USA today announced that Matt Burton has joined the firm as a Managing Director and Financial Advisor. Matt brings 22 years of experience working with high-net-worth individuals and families, fostering long-lasting client relationships across more than 20 states.
Oct 04, 2023 09:50 am ET
UBS hires Private Wealth Advisors in Philadelphia
UBS today announced that two Private Wealth Advisor teams will join the firm in Philadelphia. One team is led by Private Wealth Advisor Charles Lynch and the other team is led by Private Wealth Advisors Elijah Dornstreich and Ryan DePaul.
Oct 03, 2023 02:51 pm ET
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of UBS Group AG - UBS
Pomerantz LLP is investigating claims on behalf of investors of UBS Group AG (“UBS” or the “Company”) (NYSE: UBS). Such investors are advised to contact Robert S. Willoughby at [email protected] or 888-476-6529, ext. 7980. The investigation...
Sep 21, 2023 01:22 pm ET
UBS hires five-person advisor team in Greenwich, CT
UBS Wealth Management USA today announced that a five-person team, The Coutant Group, has joined the firm. The team is led by Financial Advisors Kevin Coutant and Keith Coutant, who bring nearly 50 years of combined industry experience. Together, they are responsible for managing $700 million in client assets for high-net-worth individuals and families.
Sep 12, 2023 11:05 am ET
Eight UBS Financial Advisors in Southern California Pacific Desert Market named to Forbes Top Next-Gen Wealth Advisors Best-in-State list
UBS is proud to announce that eight of the firm’s financial advisors in the UBS Pacific Desert Market areas of Southern California and Hawaii have been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2023. The Top Next-Gen list honors advisors all born in 1984 or later who are considered by Forbes to be excelling in the industry.
Sep 08, 2023 12:38 pm ET
UBS Hires Eighteen-Person Advisor Team in Columbia, SC
UBS Wealth Management USA today announced that an 18-person advisor team, TCG & Associates, has joined the firm. They will join the UBS Mid Atlantic Wealth Management Market, managed by Ellen M. Pierce, and will be located in the firm’s new Columbia, SC office. A multigenerational team with nearly 200 years of combined experience, TCG & Associates is dedicated to serving high-net-worth families, business owners and corporate executives.
Sep 07, 2023 02:44 pm ET
UBS declares coupon payments on 5 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Sep 07, 2023 12:40 pm ET
UBS Hires $700 Million Advisor Team in Manchester, NH
UBS Wealth Management USA today announced that Financial Advisors Heather Phillips and Ted Hardenbergh, of Phillips Hardenbergh Associates, have joined the firm. Combined, Heather and Ted have over 45 years of experience working in financial services and are responsible for managing more than $700 million
Sep 01, 2023 10:30 am ET
UBS Advisor Jeremy Keller named to Forbes America’s Top Next-Gen Wealth Advisor list
UBS today announced that Jeremy Keller, a Managing Director and Private Wealth Advisor based in the firm’s in Las Vegas, Nevada office, has been named to the Forbes America’s Top Next-Gen Wealth Advisor list for 2023. Jeremy earned distinction as Nevada’s #1 Top Next-Gen Advisor and #35 in the nation.
Aug 25, 2023 10:34 am ET
UBS Advisor Daniel Green Named to Forbes Top Next-Gen Wealth Advisors Best-In-State List
UBS Wealth Management USA announced today that Financial Advisor Daniel P. Green, based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Top Next-Gen Wealth Advisors Best-In-State list for 2023. This is the fourth consecutive year that Daniel has appeared on the Forbes Next-Gen rankings.
Aug 22, 2023 12:00 pm ET
UBS declares quarterly coupon payments on Exchange Traded Note: AMUB
UBS Investment Bank today announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: “AMUB”), traded on the NYSE Arca.
Aug 17, 2023 10:00 am ET
UBS Welcomes Clients to New Philadelphia Office
To support its growing high net worth and ultra-high net worth client base, UBS is continuing to invest in its wealth management business in the Philadelphia area. Today, the firm announced the opening of its new office at 1735 Market Street, and the hiring of industry veteran David Lojpersberger, who joins the firm’s leadership team in Philadelphia as Market Director.
Aug 09, 2023 12:34 pm ET
Fifteen UBS Financial Advisors in Arizona named to Forbes Best-In-State Wealth Advisors list with Three Recognized as Top Next-Gen Best-in-State Advisors
UBS announced today that 15 of its financial advisors in Arizona have been named to the Forbes Best-In-State Wealth Advisors list for 2023. Phoenix-based advisor Steven Schultz was ranked #1 in Arizona by Forbes, as well as #72 nationally on the 2023 Forbes America's Top Wealth Advisor list. Advisors Susan Bailey and Jennifer Pope of Scottsdale have been recognized on the 2023 Forbes Top Women Wealth Advisors Best-in-State list, and Michael DiGrazia in Phoenix has been named to the PLANADVISER Top Retirement Plan Advisers list for 2023. Additionally, three up-and-coming, under age 40 advisors
Aug 08, 2023 10:00 am ET
UBS Hires $640 Million Advisor Team in Pepper Pike, Ohio
UBS Wealth Management USA today announced that a four-person advisor team, BG Wealth Management, will be joining the firm in Pepper Pike, Ohio. The team manages $640 million in invested client assets with a focus on providing tailored investment strategies and comprehensive wealth management advice.
Aug 04, 2023 12:00 pm ET
UBS declares coupon payments on 5 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Jul 07, 2023 12:00 pm ET
UBS Declares Coupon Payments on 11 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 11 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Jun 26, 2023 11:38 am ET
Financial Advisors Mark Alibrandi and Stephen Alibrandi Join UBS Private Wealth in Boston
UBS Private Wealth Management today announced that Mark Alibrandi has joined the firm as a Managing Director and Financial Advisor in Boston. Mark joins with his team, Alibrandi Wealth Management, which also includes Financial Advisor Stephen Alibrandi.
Jun 20, 2023 01:00 pm ET
Shannon McAllister joins UBS Private Wealth as Financial Advisor in Boston
UBS today announced that Shannon McAllister has joined the firm as a Financial Advisor in the Boston Private Wealth Management office. She joins the UBS Greater Boston Market, managed by Jim Ducey, and reports to Market Director Max Bardeen.
Jun 20, 2023 12:55 pm ET
Financial Advisor Team Nautilus Wealth Management Joins UBS in La Jolla
UBS today announced that Financial Advisors Gregg Palmer and Jason Kaimer, of Nautilus Wealth Management Group, have joined the firm’s La Jolla/San Diego office of the UBS Pacific Desert Market. Gregg and Jason are joined by Client Service Associate Saba Lak.
Jun 14, 2023 02:30 pm ET
UBS Announces Call Settlement Amounts for three ETNs
UBS AG announced today the Call Settlement Amounts for the below three UBS-issued exchange traded notes set forth in the following table (collectively, the “ETNs”).
Jun 09, 2023 03:02 pm ET
Breana Cole joins UBS Private Wealth Management in Boston
UBS Private Wealth Management today announced that Breana Cole has joined the firm as a Financial Advisor. She joins the UBS Greater Boston Private Wealth Market, managed by Jim Ducey, and reports to Market Director Max Bardeen, located in the Boston Private Wealth Management office.
Jun 06, 2023 01:58 pm ET
UBS Financial Advisors in Southern California Named to the Forbes Best-in-State Wealth Advisors, Forbes Top Women Wealth Advisors Best-in-State, and PLANADVISER Top Retirement Plan Advisers Lists
UBS announced today that more than 30 financial advisors in the Southern California region of the firm’s Pacific Desert market have been named to several industry recognition lists by Forbes and PLANADVISER for 2023. Twenty-eight advisors were named to the 2023 Forbes Best-in-State Wealth Advisor list, six advisors were named to the 2023 Forbes Best-in-St
Jun 05, 2023 12:00 pm ET
UBS declares coupon payments on 5 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Jun 02, 2023 03:22 pm ET
Advisor team The BG Group joins UBS in New York City
UBS today announced that Financial Advisors Michael Bromberg, Daniel A. Gerschel, Joshua Ellner, Rob Mancino and Craig Weinstein, have joined the firm in New York City. Together with their team, The BG Group, they manage more than $2.5 billion in client assets for high net worth individuals and families. They join the UBS Manhattan Wealth Management Market and will be based in the firm’s 1285 Avenue of the Americas office, managed by Market Director Kellie Brady.
Jun 02, 2023 03:03 pm ET
Ignatius Liu and Cathy Lok join UBS as Financial Advisors in Houston, TX
UBS today announced that Financial Advisors Ignatius (Iggy) Liu and Cathy Lok have joined the firm in Houston, Texas, based in The Woodlands office. Their team, AWIS Investment Group, also includes Senior Client Associate Sandra Cooper. Together they focus on helping business owners and families navigate through various business cycles, including venturing into new enterprises, expanding operations, and transitioning into the legacy phase.
Jun 01, 2023 11:33 am ET
UBS advisor Matt Odom named to Forbes Best-In-State Wealth Advisors List
UBS Wealth Management USA announced today that Financial Advisor and Senior Portfolio Manager Matt Odom, based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Best-In-State Wealth Advisors list for 2023.
May 31, 2023 08:30 am ET
UBS Announces Redemption of Two ETNs
UBS AG announced today that it will redeem all of the outstanding securities in each of the two series of UBS-issued exchange traded notes set forth in the following table (collectively, the “ETNs”). UBS AG expects to deliver redemption notices with respect to each of the ETNs to holders of the applicable ETNs with Call Settlement Dates as set forth in the table below.
May 31, 2023 08:30 am ET
UBS Releases Statement Regarding Use of U.S. Dollar LIBOR Rate for Fifteen ETNs
The UK Financial Conduct Authority announced that the three-month USD LIBOR settings will either cease publication or no longer be representative after June 30, 2023. UBS AG is issuing this press release to provide notice that UBS Securities LLC, in its role as the Security Calculation Agent or Calculation Agent of each LIBOR-linked ETN (defined below), has determined a successor rate that will replace the use of the three-month U.S. Dollar London Interbank Offered Rate (the “three month LIBOR rate”) in respective calculations in relation to the fifteen UBS-issued exchange-traded notes (the “L
May 25, 2023 02:16 pm ET
May 25, 2023 12:41 pm ET
May 23, 2023 12:00 pm ET
UBS declares quarterly coupon payments on Exchange Traded Note: AMUB
UBS Investment Bank today announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: “AMUB”), traded on the NYSE Arca.
May 19, 2023 12:34 pm ET
Nine UBS advisors in Florida named to Barron's Top 1200 Financial Advisors list
TAMPA, Fla., May 19, 2023 /PRNewswire/ -- UBS Private Wealth Management announced today that Christopher Aitken, Michael Bober, Chris Garvin, Joseph Matina, Manish Mehta, Andrew Plum, Nick Sadowsky, Jason Stephens, and Ed Ventrice, nine of the firm's Florida-based financial advisors, have been named to the Barron's Top 1200 Financial Advisors list for 2023.
May 18, 2023 12:00 pm ET
Financial Advisors Paul Cuneo & Timothy Denihan join UBS in the Garden City, NY
UBS Wealth Management USA today announced that Paul L. Cuneo has joined the firm as a Managing Director and Financial Advisor in Garden City, New York. Paul joins with his team, Cuneo, Denihan & Associates which also includes Financial Advisor Tim Denihan and Client Service Associates Melissa Poyer and P
May 15, 2023 01:29 pm ET
UBS advisor Daniel Green named to Forbes Best-In-State Wealth Advisors list
UBS Wealth Management USA announced today that Financial Advisor Daniel P. Green, based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Best-In-State Wealth Advisors list for 2023. This is the third consecutive year that Daniel has been named to the list.
May 15, 2023 11:13 am ET
Private Wealth Advisor Ting O’Connor Joins UBS in San Jose, CA
UBS Private Wealth Management today announced that O’Connor & Associates, led by Private Wealth Advisor Ting O’Connor, has joined the firm in San Jose, CA. The team also includes Senior Wealth Strategy Associate Jenny Brummer and Client Service Associate Erica Soriano.
May 15, 2023 10:30 am ET
UBS Private Wealth Advisor Jonathan Beukelman named to the Barron’s Top 1200 Financial Advisors list
UBS announced today that Jonathan Beukelman, a Private Wealth Advisor in the firm’s Denver, Colorado office, has been named to the Barron’s Top 1200 Financial Advisors list for 2023. This is the tenth consecutive year that Jonathan has been named to the list.
May 08, 2023 04:46 pm ET
UBS Announces Redemption of the ETRACS NYSE® Pickens Core Midstream™ Index ETN
UBS AG announced today that it will redeem all of the outstanding securities in the UBS-issued ETRACS NYSE® Pickens Core Midstream™ Index ETN due August 20, 2048 (the “ETNs”), as set forth in the following table. UBS AG expects to deliver redemption notices with respect to the ETNs to holders of the applicable ETNs with Call Settlement Dates as set forth in the table below.
May 08, 2023 01:30 pm ET
UBS Advisor Bill Schoff Named to Barron’s Top 1200 Financial Advisors List and Forbes Best-In-State Wealth Advisors List
UBS Wealth Management USA announced today that Bill Schoff, a Financial Advisor in the firm’s Rochester, New York office, has been named to both the Barron’s Top 1200 Financial Advisors list and the Forbes Best-In-State Wealth Advisors list for 2023.
May 05, 2023 09:30 am ET
UBS Declares Coupon Payments on 5 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
May 05, 2023 08:05 am ET
UBS Private Wealth Advisor Jason Stephens named to Forbes America's Top Wealth Advisors and Forbes Best-In-State Wealth Advisors lists
NAPLES, Fla., May 5, 2023 /PRNewswire/ -- UBS announced today that Jason E. Stephens, Private Wealth Advisor and Managing Director of The Stephens Group, in Naples, Florida, has been named to the Forbes America's Top 250 Wealth Advisors and the Forbes Best-In-State Wealth Advisors lists for 2023. Jason is also the highest-ranked advisor in Naples on the list.
May 04, 2023 09:00 am ET
Three UBS advisor teams in the Philadelphia D.C. Wealth Management Market recognized by Barron’s
UBS Private Wealth Management today announced that three advisor teams in the firm’s Philadelphia D.C. market have recently been recognized by Barron’s on several accolade lists for 2023.
May 02, 2023 10:30 am ET
UBS Advisor Team Mainsail Wealth Partners Named to the Barron’s Top 100 Private Wealth Management Teams List
UBS Private Wealth Management today announced that Mainsail Wealth Partners, an advisor team in the firm’s Los Angeles, California office, has been named to the Barron’s Top 100 Private Wealth Management Teams for 2023, ranking #8 in the United States.
May 01, 2023 09:30 am ET
Advisors Brian Zakrocki and Joseph Wladyka join UBS Private Wealth in New York City
UBS announced that Brian Zakrocki and Joseph Wladyka have joined the firm as Managing Directors and Private Wealth Advisors in New York City. Their six-person team provides holistic wealth management advice and solutions for ultra-high net worth individuals and families.
Apr 24, 2023 10:00 am ET
Fifteen UBS advisors in the Houston region named to the Forbes Best-In-State Wealth Advisors list
UBS Wealth Management USA announced today that 15 Financial Advisors in the firm’s Houston, Texas Region have been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2023.
Apr 18, 2023 10:30 am ET
UBS Advisors Drew Freides and Michael Kanigher Named to the America’s Top Wealth Advisors and Best-In-State Wealth Advisors Lists by Forbes
UBS Private Wealth Management announced today that Drew Freides and Michael Kanigher, both Private Wealth Advisors and Managing Directors in the firm’s Los Angeles Private Wealth Management Market, have been named to the Forbes Best-in-State Wealth Advisors and Forbes America’s Top Wealth Advisors lists for 2023. On the Best-in-State Wealth Advisors list, Drew ranked #1 and Michael ranked #7 in Los Angeles Private Wealth. On the America’s Top Wealth Advisors list, Drew rose to #9 and Michael rose to #80 nationally.
Apr 10, 2023 10:26 am ET
UBS advisors Drew Freides and Michael Kanigher named to the Barron’s Top 1200 Advisors list
UBS Private Wealth Management announced today that Drew Freides and Michael Kanigher, both Private Wealth Advisors and Managing Directors in the firm’s Los Angeles Private Wealth Management Market, have been named to the Barron’s Top 1200 Advisors list for 2023. Drew and Michael ranked #13 and #28 respectively in the state of California.
Apr 06, 2023 02:53 pm ET
Seventeen UBS Advisor Teams in Southern California and Hawaii Named to the Forbes Best-in-State Wealth Management Teams List
UBS Wealth Management USA announced today that 17 financial advisor teams based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market, have been named to the Forbes/SHOOK Research Best-In-State Wealth Advisor Teams list for 2023.
Apr 06, 2023 12:00 pm ET
UBS declares coupon payments on 12 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 12 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Apr 03, 2023 07:30 am ET
UBS Executes First Cross-Border Intraday Repo Trade on Broadridge Distributed Ledger Repo Platform
NEW YORK, April 3, 2023 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR), today announced that UBS (NYSE:UBS) and a global Asian bank have successfully executed the first cross-border intraday repo transaction on Broadridge's blockchain enabled Distributed Ledger Repo (DLR) platform. This groundbreaking intraday trade marks the launch of the next phase in the rollout of Broadridge's DLR platform. Continuing to build on the initial success of the platform and leveraging the growing expansion of the network across the global repo community, this is a major
Mar 31, 2023 04:00 pm ET
UBS Launches New ETN Linked to the Solactive Whitney U.S. Critical Technologies CNTR Index
UBS Investment Bank today announced the recent listing of a new ETN linked to the Solactive Whitney U.S. Critical Technologies CNTR Index, which is specified in the table below.
Mar 31, 2023 09:00 am ET
Twelve UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list
UBS today announced that twelve advisors in the firm’s Philadelphia D.C. wealth management market have been named to the Barron’s Top 1200 Financial Advisors list for 2023.
Mar 27, 2023 11:32 am ET
Advisor team The Hagy Group joins UBS in Westlake Village, California
UBS Wealth Management USA today announced that Financial Advisors Stephen and John Hagy, of The Hagy Group, have joined the firm’s Westlake Village office. The multi-generational team is dedicated to helping high-net-worth clients achieve their financial goals. Together, they manage nearly $180 million in client assets.
Mar 21, 2023 10:59 am ET
Thinking about buying stock in Nio, PacWest Bancorp, KeyCorp, Riot Platforms, or UBS Group AG?
NEW YORK, March 21, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for NIO, PACW, KEY, RIOT, and UBS.
Mar 20, 2023 10:36 am ET
Thinking about buying stock in Credit Suisse, UBS Group, Marathon Digital, Xpeng, or Coinbase?
NEW YORK, March 20, 2023 /PRNewswire/ -- InvestorsObserver issues critical PriceWatch Alerts for CS, UBS, MARA, XPEV, and COIN.
Mar 15, 2023 11:15 am ET
UBS Financial Advisor Courtney Liddy in San Diego named to both Barron’s Top 1200 Financial Advisors and the Forbes Top Women Wealth Advisors lists for 2023
UBS Wealth Management USA announced today that Financial Advisor Courtney McDonald Liddy has been named to the Forbes America’s Top Women Wealth Advisors list and the Forbes Best-in-State Women Advisors list for 2023, as well as the 2023 Barron’s Top 1200 Financial Advisors nationally. These honors are the latest in a long list o
Mar 14, 2023 12:00 pm ET
UBS Partners With Athletes Soul to Support Retiring Athletes and Adds Advisor to the Firm’s Certified Athletes and Entertainers Segment
Today, UBS announced a partnership with Athletes Soul, a volunteer-based organization that supports athletes as they transition into athletic retirement, to provide financial education, resources and advice for retiring athletes.
Mar 14, 2023 11:49 am ET
Brandon Marty joins UBS as Senior Portfolio Manager in Stamford, CT
UBS Private Wealth Management today announced that Brandon Marty has joined the firm’s Stamford, CT office as a Senior Portfolio Manager.
Mar 14, 2023 11:48 am ET
$305 Million Financial Advisor Joins UBS in Providence, Rhode Island
UBS Wealth Management USA today announced that Thomas Sheehan has joined the firm as a Financial Advisor. Thomas manages more than $305 million in client assets and has over 22 years of wealth management industry experience.
Mar 10, 2023 11:05 am ET
Mar 03, 2023 04:30 pm ET
UBS declares coupon payments on 5 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Mar 01, 2023 11:00 am ET
UBS Hires $640 Million Advisor Team in Sarasota, FL
UBS Wealth Management USA today announced that Financial Advisors Brian Mariash and James Barton “Bart” Lowther have joined the firm in Sarasota, Florida. Together with their six-person team, Mariash Lowther Wealth Management, they manage nearly $640 million in client assets for ultra-high net worth
Feb 27, 2023 09:00 am ET
UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list
UBS Wealth Management USA announced today that Endurance Artist Management, an advisor team in the firm’s Los Angeles, California office has been named to the Forbes Best-In-State Wealth Management Teams list for 2023. Led by Private Wealth Advisor David Schachter and Financial Advisors Dane Abbott and Tony De La Rosa, the tea
Feb 23, 2023 11:52 am ET
UBS Advisor Travis Frayard Named to the Financial Planning Top 40 Brokers Under 40 list
UBS Private Wealth Management announced today that Travis Frayard, a Private Wealth Advisor in the firm’s Lafayette, Louisiana office, has been named to the Financial Planning Top 40 Brokers under 40 list for 2023.
Feb 22, 2023 02:17 pm ET
UBS appoints Michael Mimick to lead Midwest Wealth Management Market
Today, UBS Wealth Management USA announced Mike Mimick has been appointed Market Executive for the firm’s Midwest Market. Mike will be responsible for leading UBS’s wealth management business and Financial Advisors based in Minnesota, Nebraska, Missouri, Oklahoma, Kansas, Wisconsin, Iowa, South Dakota and North Dakota.
Feb 21, 2023 04:30 pm ET
UBS Declares Quarterly Coupon Payments on Exchange Traded Note: AMUB
UBS Investment Bank today announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: “AMUB”), traded on the NYSE Arca.
Feb 21, 2023 01:44 pm ET
Four UBS Financial Advisors in the Southeast Market Named to the Forbes Top Women Wealth Advisors Best-In-State List
UBS announced today that Financial Advisors Angela Calvin, Amanda Levi
Feb 21, 2023 01:40 pm ET
Three UBS Private Wealth Advisors in the Southeast Market named to the Forbes Top Women Wealth Advisors Best-In-State list
UBS announced today that Private Wealth Advisors Rebecca Glasgow,
Feb 17, 2023 02:13 pm ET
UBS Advisor Jeremy Keller Named to the Financial Planning Top 40 Brokers Under 40 List
UBS Private Wealth Management announced today that Jeremy Keller, a Managing Director and Private Wealth Advisor in the firm’s Las Vegas, Nevada office, has been named to the Financial Planning Top 40 Brokers under 40 list for 2023.
Feb 15, 2023 09:00 am ET
Five UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Forbes Top Women Wealth Advisors Best-in-State list
UBS today announced that five advisors in the firm’s Philadelphia D.C. wealth management market have been named to the Forbes Top Women Wealth Advisors Best-in-State list for 2023.
Feb 13, 2023 02:21 pm ET
Six UBS Advisor Teams in the Atlanta Area Named to the Forbes Best-In-State Wealth Management Teams List
UBS Wealth Management USA announced today that six advisor teams in the firm’s Southeast Wealth Management Market have been named to the Forbes Best-In-State Wealth Management Teams list for 2023.
Feb 13, 2023 02:20 pm ET
Six UBS Private Wealth Advisor Teams in the Southeast Market Named to the Forbes Best-In-State Wealth Management Teams List
UBS announced today that six Private Wealth Management teams in the firm’s Southeast Market have been named to the Forbes Best-In-State Wealth Management Teams list for 2023.
Feb 08, 2023 11:30 am ET
UBS advisor team Montage Financial Group named to the Forbes Best-in-State Wealth Management Teams list
UBS Private Wealth Management announced today that the Montage Financial Group has been named to the Forbes Best-in-State Wealth Management Teams list for 2023.
Feb 08, 2023 11:00 am ET
UBS Advisor Team FTB Financial Services Named #3 in Ohio on the Forbes Best-In-State Wealth Management Teams List
UBS Wealth Management USA announced today that FTB Financial Services, an advisor team in the firm’s Kenwood, OH office has been named to the Forbes Best-In-State Wealth Management Teams list for 2023, ranking #3 in Ohio. The team was also ranked #76 nationally on the Forbes Top Wealth Management Teams list in the High Net Worth category
Feb 03, 2023 04:00 pm ET
UBS Declares Coupon Payments on 5 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Jan 27, 2023 03:02 pm ET
UBS advisor team The Schoff Group named to the Forbes Best-In-State Wealth Management Teams list
UBS Wealth Management USA announced today that The Schoff Group, an advisor team in the firm’s Rochester, NY office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2023.
Jan 27, 2023 11:08 am ET
Private Wealth Advisors Jeffrey Klinger and Bradley Quan join UBS in San Francisco
UBS Private Wealth Management today announced that The Klinger Quan Group, led by Private Wealth Advisors Jeffrey Klinger and Bradley Quan, has joined the firm in San Francisco, CA. Jeffrey and Bradley focus on providing bespoke wealth management solutions and advice for ultra-high net worth individuals, families and executives.
Jan 27, 2023 10:48 am ET
$340 million advisor team joins UBS in Hartford, Connecticut
UBS Wealth Management USA today announced that Financial Advisors David Sacharko and Sean Siana have joined the firm. They bring more than 30 years of combined industry experience, and are responsible for managing $340 million in client assets for high net worth individuals and families.
Jan 24, 2023 04:19 pm ET
16 UBS advisor teams in the Philadelphia D.C. Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams List
UBS today announced that 16 advisor teams in the firm’s Philadelphia D.C. wealth management market have been named to the Forbes Best-in-State Wealth Management Teams list for 2023.
Jan 24, 2023 11:30 am ET
UBS Advisor Team Highbridge Wealth Management Named to the Forbes Best-In-State Wealth Management Teams List
UBS Wealth Management USA announced today that Highbridge Wealth Management, an advisor team in the firm’s Plano, Texas office has been named to the Forbes Best-In-State Wealth Management Teams list for 2023.
Jan 24, 2023 11:00 am ET
16 UBS advisor teams in the Philadelphia D.C. Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams List
UBS today announced that 16 advisor teams in the firm’s Philadelphia D.C. wealth management market have been named to the Forbes Best-in-State Wealth Management Teams list for 2023.
Jan 24, 2023 08:30 am ET
UBS Announces updates to the MVIS® US Business Development Companies Index and related exchange-traded notes
On January 23, 2023, MarketVector Indexes (the “Index Sponsor”), announced a restructuring of the MVIS US Business Development Companies Index (the “Index”), effective after close of trading on June 16, 2023. The Index underlies the ETRACS Quarterly Pay 1.5x Leveraged MVIS BDC Index ETN due June 10, 2050 (“BDCX”) and the ETRACS MVIS Business Development Companies Index ETN due April 26, 2041 (“BDCZ” and together with BDCX, the “ETNs”), each issued by UBS AG (“UBS” or the “Issuer”).
Jan 23, 2023 11:30 am ET
UBS Advisor Team The Matthews Group Named to the Forbes Best-In-State Wealth Management Teams List
UBS Private Wealth Management announced today that The Matthews Group, an advisor team in the firm’s Bellevue, WA branch office, has been ranked the top team in Washington on the Forbes Best-In-State Wealth Management Teams list for 2023.
Jan 10, 2023 03:35 pm ET
UBS Advisor Sonny Gulati Named to the Forbes Best-In-State Wealth Advisors list
UBS Private Wealth Management announced today that Sonny Gulati, a Managing Director and Private Wealth Advisor in the firm’s Palo Alto, California office, has been named to the Forbes/SHOOK Best-In-State Wealth Advisors list for 2022. This is the fourth consecutive year that Sonny has been named to the list.
Jan 06, 2023 04:30 pm ET
UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 12 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Dec 22, 2022 12:58 pm ET
Financial Advisor Marcus van der Meulen joins UBS in Tampa, Florida
TAMPA, Fla., Dec. 22, 2022 /PRNewswire/ -- UBS Wealth Management USA announced today that Financial Advisor Marcus van der Meulen has joined the firm's Tampa office. Marcus focuses on providing financial planning and investing services for ultra-high-net-worth individuals and families. He will report to Gregory Kadet, Managing Director and Greater Florida Market Head at UBS Wealth Management USA.
Dec 20, 2022 09:00 am ET
UBS advisor team Bel-Air Wealth Management named to the Forbes America’s Top Wealth Management Teams list
UBS Wealth Management USA announced today that Bel-Air Wealth Management, an advisor team in the firm’s Metro Los Angeles Market, has been ranked 55th in the High Net Worth Category on the Forbes America’s Top Wealth Management Teams list for 2022.
Dec 19, 2022 03:47 pm ET
Financial Advisor Garth Allan joins UBS in Newport Beach
UBS Wealth Management USA today announced that Financial Advisor and Managing Director Garth Allan has joined the firm in Newport Beach, California. Garth is also joined by Senior Registered Client Service Associate Catherine Rusk.
Dec 13, 2022 01:43 pm ET
UBS advisor team Legacy Wealth Management named to the Forbes America’s Top Wealth Management Teams list
UBS Wealth Management USA announced today that Legacy Wealth Management, an advisor team in the firm’s Melville, NY branch office has been named to the Forbes America’s Top Wealth Management Teams list for 2022.
Dec 06, 2022 05:48 pm ET
UBS Declares Coupon Payments on 5 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Dec 06, 2022 11:01 am ET
UBS advisor Jason Stephens named to Forbes/SHOOK America's Top 250 Wealth Advisors list
NAPLES, Fla., Dec. 6, 2022 /PRNewswire/ -- UBS Wealth Management USA announced today that Jason E. Stephens, Managing Director and Private Wealth Advisor at UBS in Naples, Florida, has been named to the Forbes/SHOOK Research America's Top 250 Wealth Advisors list for 2022. This is the sixth consecutive year that Jason has been recognized on the list.
Dec 05, 2022 02:23 pm ET
UBS Advisor Team FTB Financial Services Named to the Forbes America’s Top Wealth Management Teams list
UBS Wealth Management USA announced today that FTB Financial Services, a wealth management team in the firm’s Kenwood, Ohio branch has been named to the Forbes America’s Top Wealth Management Teams list for 2022. The team ranked #79 in the country in the High Net Worth category, and is the only team from the Greater Cincinnati area to ma
Nov 21, 2022 04:30 pm ET
UBS declares quarterly coupon payments on Exchange Traded Note: AMUB
UBS Investment Bank today announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: “AMUB”), traded on the NYSE Arca.
Nov 21, 2022 10:02 am ET
UBS advisor David W. Ellis III named to the Forbes America’s Top 250 Wealth Advisors list
UBS Private Wealth Management announced today that David Ellis III, a Private Wealth Advisor and Managing Director in the firm’s Cincinnati office, has been named to the Forbes Americas Top 250 Wealth Advisors list for 2022.
Nov 16, 2022 09:30 am ET
UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients
Today, UBS launched a new offering, in collaboration with Addepar and Mirador, that will provide UBS’s ultra high net worth clients in the US with a consolidated, real-time view of their entire portfolio across assets and liabilities, including traditional, non-traditional and illiquid assets. UBS’s financial advisors will now have access to comprehensive analytics, which will help them more effectively visualize their clients’ investment performance, cash flows, and worth, while assessing the opportunities and risks across their portfolios.
Nov 11, 2022 12:31 pm ET
Sara McCue joins UBS as Financial Advisor in Las Vegas, NV
UBS Wealth Management USA today announced that Sara McCue has joined the firm as a Financial Advisor. She joins the UBS Desert Mountain Market, managed by Charles (Chuck) Powers, and is based in the Summerlin office.
Nov 11, 2022 12:31 pm ET
UBS Advisor Team Hollenbaugh, Rukeyser, Safro & Williams Named to the Forbes America’s Top Wealth Management Teams Private Wealth List
UBS Private Wealth Management announced this week that its Hollenbaugh, Rukeyser, Safro & Williams team was named to the Forbes America’s Top Wealth Management Teams list for 2022, ranking #4 in the Private Wealth category.
Nov 10, 2022 10:30 am ET
UBS Advisor Jonathan Beukelman Named to the Forbes/SHOOK Top 250 Wealth Advisors List
UBS Private Wealth Management announced today that Jonathan Beukelman, a Managing Director and Private Wealth Advisor in Denver, Colorado, has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2022.
Nov 10, 2022 10:00 am ET
UBS hires $1 billion advisor team in Chicago
UBS Private Wealth Management today announced that a four-person advisor team, McColl, Hunt & Nassar Wealth Management Group, has joined the firm in Chicago, Illinois. The team is led by Private Wealth Advisors Jim McColl, David Hunt and Brad Nassar. Together, they manage more than $1 billion in client assets for ultra-high net worth individuals and families.
Nov 07, 2022 02:00 pm ET
UBS declares coupon payments on 5 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Oct 14, 2022 02:00 pm ET
UBS Hires $1 Billion Advisor Team in Providence, Rhode Island
UBS Private Wealth Management today announced that a five-person team, managing a combined $1 billion in client assets, has joined the firm in Providence, RI. The team, Narragansett Bay Group, is led by Private Wealth Advisors Joseph P. Tamburini, Nancy A. Pasquariello and Nathan J. Hickney.
Oct 12, 2022 10:25 am ET
Financial Advisors Howard Woo and Luke Schell join UBS Wealth Management in Irvine
UBS Wealth Management USA today announced that a three-person team, Sequoia Partners, has joined the firm in Irvine, California. The team is led by Financial Advisors Howard L. Woo and Luke C. Schell and also includes Client Service Associate Cyntia Lopez.
Oct 10, 2022 09:00 am ET
UBS Advisors Drew Freides and Michael Kanigher Named Among America’s Top Wealth Advisors by Forbes/SHOOK Research
UBS Private Wealth Management announced today that Private Wealth Advisors Drew Freides and Michael Kanigher have been named to the Forbes/SHOOK Research America’s Top Wealth Advisors list for 2022. Drew and Michael are Managing Directors at Mainsail Wealth Partners in UBS’s West Coast Market and are ranked #13 and #89 in the coun
Oct 07, 2022 11:30 am ET
Four Financial Advisors join UBS in Northern California
UBS Wealth Management USA today announced that Financial Advisors Jordan Gersch, Doug Brady, Michael Grant Matthews (“Grant”) and Amy Oliver have joined the firm’s Northern California Wealth Management Market, which is led by Erin Borger.
Oct 06, 2022 04:30 pm ET
UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 12 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Oct 06, 2022 12:24 pm ET
$215 million advisor team joins UBS in New York City
UBS Wealth Management USA announced today that a four-person team managing over $215 million in client assets has joined the firm in New York City. The team is led by Financial Advisor David Powers, and includes Senior Wealth Strategy Associates Josh Steuerman and Martin Schwartz, as well as Registered Client Service Associate Kirsten Gabbett.
Oct 05, 2022 03:45 pm ET
Private Wealth Advisor Ben Flaim Joins UBS in Boston
UBS Private Wealth Management today announced that Private Wealth Advisor Benjamin (“Ben”) Flaim has joined the firm in Boston.
Sep 30, 2022 12:30 pm ET
$428 million advisor team joins UBS in Hartford, Connecticut
UBS Wealth Management USA today announced that Matthew Tashjian and Jason Farkas have joined the firm as Financial Advisors in Hartford, Connecticut. The team is responsible for managing a combined $428 million in client assets for high net worth individuals and families.
Sep 29, 2022 12:37 pm ET
$420 million advisor team joins UBS in Georgia
UBS Wealth Management USA announced that a four-person team managing $420 million in client assets has joined in the firm’s Atlanta Wealth Management Market. The team is led by Financial Advisors Todd Emily and Ashley Carney, and will be based in a new branch office location in Athens, GA.
Sep 29, 2022 11:31 am ET
Financial Advisor Michael Nazarian joins UBS in Greater Los Angeles Market
UBS Wealth Management USA announced today that Michael Nazarian has joined UBS as a Financial Advisor and Managing Director in Sherman Oaks, California.
Sep 29, 2022 09:25 am ET
UBS Advisor Roger Vierra Named to the 2022 PLANADVISER Top Retirement Plan Advisers List
UBS Wealth Management USA announced today that Roger Vierra, a Financial Advisor in the firm’s Rockland, MA office, has been named to the 2022 PLANADVISER Top Retirement Plan Advisers list.
Sep 28, 2022 11:15 am ET
Five Advisors Managing $1.3 Billion Join UBS in Paramus, NJ and New York City
UBS Wealth Management USA announced today that five Financial Advisors managing $1.3 billion in client assets have joined in the firm’s Northern NJ and New York City Central Wealth Management Markets. The advisors are Gregory J. Amerkanian, Michael C. Gogliormella, Peter E. Murray, David W. Peeler and Andrew V. DiPaola.
Sep 28, 2022 11:07 am ET
Five Advisors Managing $1.3 Billion Join UBS in New York City and Paramus, NJ
UBS Wealth Management USA announced today that five Financial Advisors managing $1.3 billion in client assets have joined in the firm’s New York City Central and Northern NJ Wealth Management Markets. The advisors are Peter E. Murray, David W. Peeler, Andrew V. DiPaola, Gregory J. Amerkanian, and Michael C. Gogliormella.
Sep 28, 2022 09:00 am ET
Four UBS advisors in the Greater New England Wealth Management Market named to Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State list
UBS Wealth Management USA is proud to announce that four Financial Advisors in the firm’s Greater New England Market, have been named to the Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State list for 2022. The advisors recognized include Matthew Bechtel,
Sep 27, 2022 10:00 am ET
Ten advisors managing $2.85 billion join UBS in Washington, D.C.
UBS today announced that ten advisors have joined the firm in Washington, D.C., managing $2.85 billion in client assets.
Sep 21, 2022 12:26 pm ET
UBS Financial Advisor Daniel Green named to the Forbes/SHOOK Top Next-Gen Wealth Advisors list
UBS Wealth Management USA today announced that Daniel P. Green, a Financial Advisor in the firm’s Knoxville office, has been named to Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2022.
Sep 15, 2022 11:40 am ET
$368 Million Advisor Team Joins UBS in Greater Los Angeles Market
UBS Wealth Management USA announced today that a three-person team managing $368 million in client assets has joined the firm in the Greater Los Angeles market. The team is led by Financial Advisors Carl Ceder and Rachel Cain, based in Sherman Oaks and Westlake Village, California, respectively.
Sep 13, 2022 09:00 am ET
UBS West Coast Private Wealth Team Ranked Ninth Among Barron’s Top 100 Private Wealth Management Teams
UBS Private Wealth Management announced today that Wise River Advisors, an advisor team in the firm’s West Coast Private Wealth Management Market, has been ranked ninth in the nation in the Barron’s Top 100 Private Wealth Teams list for 2022.
Sep 12, 2022 09:00 am ET
Four UBS Advisors in the Northeast Private Wealth Management Market Named Top Wealth Advisors in America by Forbes/SHOOK
UBS Private Wealth Management today announced that four advisors in the firm’s Northeast Private Wealth Management market have been named to the Forbes/SHOOK Research America’s Top Wealth Advisors list for 2022.
Sep 08, 2022 11:48 am ET
PLAYERSTV AND UBS ANNOUNCE ATHLETE LINEUPS AND PREMIERE DATES FOR "LONG GAME" AND SEASON 2 OF "FRONT OFFICE"
Damian Lillard, Ken Griffey Jr., and Nneka Ogwumike Featured Alongside Wale Ogunleye in Long Game, Debuting September 13
Sep 07, 2022 12:30 pm ET
UBS declares coupon payments on 5 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Sep 02, 2022 04:30 pm ET
UBS and Wealthfront mutually agree to terminate merger agreement
UBS and Wealthfront have mutually agreed to terminate their merger agreement, initially announced 26 January 2022, under which Wealthfront was to be acquired by UBS Americas Inc.
Sep 02, 2022 11:53 am ET
UBS celebrates 11th year as Presenting Sponsor of Art San Diego
UBS, the world’s leading global wealth manager, will serve as the presenting sponsor for Art San Diego 2022, continuing its support for cultural endeavors around the world and for using contemporary art to bring together ideas, inspiration, and opinions.
Sep 02, 2022 11:30 am ET
$500 Million Advisor Team Joins UBS in Sherman Oaks, California
UBS Wealth Management USA announced today that a four-person team managing over $500 million in client assets has joined the firm in Sherman Oaks, California. Led by Managing Director and Financial Advisor Roshan Ghaznavi and Financial Advisor Matthew Seukunian, the team has built a successful business focused on the pre- and post-retirement needs of clients.
Sep 01, 2022 12:00 pm ET
UBS West Coast Advisor Team Named Among Barron’s Top 100 Private Wealth Management Teams
UBS Private Wealth Management announced today that its Corporate Financial Group advisor team in the firm’s West Coast Private Wealth Management market has been named among Barron’s list of Top 100 Private Wealth Management Teams for 2022. Led by Managing Director and Private Wealth Advisor Jesse Amarillas, the tea
Aug 29, 2022 11:00 am ET
UBS Advisor Jeremy Keller Named to the Forbes/SHOOK Top Next-Gen Wealth Advisors List
UBS Private Wealth Management announced today that Jeremy Keller, a Private Wealth Advisor in Las Vegas, Nevada, has been named to the Forbes/SHOOK Top Next-Gen Wealth Advisors list for 2022, ranking #1 in Nevada.
Aug 19, 2022 04:30 pm ET
UBS declares quarterly coupon payments on Exchange Traded Note: AMUB
UBS Investment Bank today announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: “AMUB”), traded on the NYSE Arca.
Aug 15, 2022 12:58 pm ET
The Fourth Floor and UBS announce the launch of The Fourth Floor x UBS Fellowship Program supporting BIPOC Founders
UBS and The Fourth Floor, a market network dedicated to getting more women on boards and cap tables of companies of all sizes, today announced the launch of The Fourth Floor x UBS Fellowship Program to support 50 BIPOC-founded pre-seed and seed-stage start-ups and up to 120 diverse board candidate fellows. UBS also joins as The Fourth Floor’s most recent Greater Impact Partner, committed to advancing at least 170 for profit board careers for women through the
Aug 08, 2022 04:30 pm ET
UBS declares coupon payments on 5 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes (the “ETNs”), all traded on the NYSE Arca.
Aug 08, 2022 11:00 am ET
Private Wealth Advisor Carolin Botzenhardt Joins UBS in San Diego Area
UBS Private Wealth Management today announced that Carolin Botzenhardt has joined the firm as a Private Wealth Advisor in the
Aug 05, 2022 09:00 am ET
Coalition Appoints First Chief Financial Officer, General Counsel, Adds New Board Member to Support Rapid Company Growth and International Expansion
Coalition, the world’s first Active Insurance company designed to prevent digital risk before it strikes, today announced it has appointed Jim Young as Chief Financial Officer (CFO), John Littzi as General Counsel, and added Julie Richardson as...
Aug 03, 2022 02:54 pm ET
UBS Investor Sentiment: Investor optimism drops on inflation and geopolitical concerns
Optimism among high-net-worth investors dipped to early-pandemic levels on continuing concerns about the economic and market impact of inflation and the war in Ukraine, according to the latest quarterly Investor Sentiment survey from UBS, the world's leading global wealth manager. The survey of over 2,800 investors and 1,100 business owners across 14 markets found that investors are focused on their retirement savings, with some holding off on making big purchases.
Aug 01, 2022 09:00 am ET
Former UBS Complex Director Rejoins Firm as a Private Wealth Advisor in California
UBS Private Wealth Management announced today that Stephen McCashin has rejoined the firm as a Private Wealth Advisor and Managing Director in the West Coast Private Wealth Management Market.
Jul 20, 2022 11:09 am ET
Lauren Kinch and Andrew Baumgartner Join UBS Private Wealth Management in San Francisco
UBS Private Wealth Management today announced that Lauren Kinch and Andrew Baumgartner have joined the firm in San Francisco. Together, Lauren and Andrew will partner with UBS advisors, Chris Clifford and Kate Kennedy, to form Labyrinth Wealth Advisors.
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