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UBS Group AG (UBS), a global leader in wealth management and investment banking, provides critical financial services across 50+ markets. This page aggregates official announcements, strategic initiatives, and market-moving developments directly from UBS and verified sources.
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UBS Wealth Management USA announced that two San Diego-based Financial Advisors, Kalyn Maher Walker and Stephen LaFata, have been recognized in the Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2021. This recognition highlights their commitment to helping clients, particularly business owners nearing retirement, in leaving a meaningful legacy. The Top Next-Gen list features 500 advisors managing over $1 trillion in client assets, underscoring the significance of their contributions to wealth management.
UBS Private Wealth Management has welcomed a four-member advisory team from Morgan Stanley, managing
UBS Private Wealth Management has welcomed a new six-person Financial Advisor team named FEF Wealth Partners in Indianapolis, Indiana. This team specializes in serving ultra-high net worth families and institutions, primarily in Indiana and Kentucky, and joins UBS from J.P. Morgan Private Bank. With over 100 years of combined experience, they will focus on complex financial needs such as liquidity planning, estate planning, and portfolio management.
UBS Private Wealth Management has announced the addition of Financial Advisor Dan Gray in Los Angeles, California. With 18 years of experience, Gray specializes in ultra-high-net-worth clientele, focusing on wealth planning and asset management. He joins a multi-generational team managing $35 billion in assets. Previously, Gray served at Deutsche Bank for over 15 years and holds a B.S. from Pepperdine University. UBS aims to enhance its growth trajectory in Los Angeles through strategic advisor recruitment.
UBS Private Wealth Management has announced that four of its financial advisors from Southern California have made the prestigious Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021. The advisors are Drew Freides, Michael D. Kanigher, Mark N. Binder, and Craig S. Chiate. Each advisor manages significant client assets, with Freides and Kanigher managing over $6 billion each. The recognition highlights UBS's strong representation in wealth management and the expertise of its advisors in delivering comprehensive financial solutions.
UBS Wealth Management USA announced the addition of Financial Advisors Micah Roberge and Shaun Hawkins to its Portland, Maine office, managing $400 million in client assets. Micah Roberge, with 18 years of experience, has a strong background in retirement planning, while Shaun Hawkins brings 21 years of experience focused on high-net-worth clients. Their recruitment aligns with UBS's strategic goal of enhancing client services through experienced advisors, according to Jad Dieterle, Northern New England Complex Director.
UBS Private Wealth Management has welcomed Ron Pillar as a Financial Advisor in South Florida, joining the Integra Partners team.
With over 30 years of investment banking experience, Pillar will focus on advising ultra-high-net-worth individuals and business owners in the technology, media, and telecommunications (TMT) sector. His expertise is expected to benefit both new and existing clients in the region, as demand for financial advice in this sector increases.
UBS Wealth Management USA announced that two of its Financial Advisors, Max Pecker and Sean Dillon, from Boston, MA, were recognized in the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021. Pecker, with over 25 years of experience, holds the Private Wealth Advisor designation, while Dillon has been acknowledged for his 30-year commitment to clients. This recognition underscores their dedication to exceptional client service within the wealth management industry.
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