UBS Group Stock Price, News & Analysis

UBS Wealth Management USA has announced that nine Financial Advisors and two Private Wealth Advisors in the San Diego Market have been recognized in the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2021. This prestigious list includes over 5,000 advisors managing more than $6 trillion in client assets. Selection criteria include a mix of qualitative and quantitative measures, such as interviews and compliance records. Chris Marsh, San Diego Market Head, commended the advisors for their hard work and commitment to providing strategic client advice.

UBS Wealth Management USA appointed Emily Frenzel as Complex Director of the Suburban Philadelphia Complex, overseeing Newtown and Conshohocken offices. With nearly 15 years at UBS, she previously managed the Newtown office, enhancing wealth management delivery.

Ted Durkin praised her energy and talent, emphasizing her commitment to improving client and employee experiences. Emily, a 2019 Diversity Award winner, advocates for inclusivity and diversity. Brett Hina, former Conshohocken Branch Manager, is focusing on his wealth management practice in New Jersey.

UBS is supporting the Goalsetter Foundation's initiative to improve financial literacy among Black and Latinx youth by sponsoring 2,000 students for five years. This campaign, which started on February 1, aims to draft one million children into financial education to help reduce the racial wealth gap. The Goalsetter platform combines pop-culture with financial education, significantly impacting the financial futures of participating youth. UBS’s commitment reinforces its long-standing focus on empowering underrepresented communities.

UBS Private Wealth Management in Los Angeles has welcomed a new team, “The Legacy Multi-Family Group,” consisting of seven members, led by Patrick Schaffer and Ryan Bristol. This group brings over 40 years of combined experience and previously managed a successful USD 6.5 billion business at J.P. Morgan Private Bank. The team aims to enhance UBS's service offerings to high-net-worth families and individuals. The addition boosts UBS's presence in Los Angeles, reflecting its commitment to growth in wealth management.

UBS Wealth Management USA has welcomed Spencer Cox as a Financial Advisor in the Alpha Wealth Consulting Group, located in West Des Moines, Iowa. With a decade of experience, including a recent role at Morgan Stanley, Spencer's background in entrepreneurship and philanthropy equips him to effectively advise local business owners and foundations. Jim Spooner, Senior Partner at UBS, highlights Spencer's unique perspective as an asset to the firm’s growth in Iowa. Spencer holds a BA in Business Management and is active in community volunteering.

UBS has secured its position as Institutional Investor's Top Global Equity Research Firm for the fourth consecutive year, reflecting the high regard clients have for its analysts. The recognition stems from votes by buy-side analysts and portfolio managers, resulting in UBS achieving 158 positions globally. Leaders at UBS acknowledged the importance of adaptability and client engagement during challenging times, emphasizing the role of UBS Evidence Lab in enhancing research capabilities.

UBS Wealth Management USA has welcomed Louis Green as a new Financial Advisor at its New York office. With 23 years of experience in wealth management, Green previously held senior positions at PNC Wealth Management and Deutsche Bank. He focuses on creating tailored financial portfolios, emphasizing retirement and estate planning. Green holds an MBA and has earned multiple professional designations, including CFA and CFP. His community involvement includes serving on the board of the Brooklyn Urban Garden School. UBS aims to leverage Green's expertise to enhance client service.

UBS has appointed Lynn Hunter as the new Market Administrative Officer for its San Diego branches. Hunter will lead business administration, financial management, and talent development across eight locations. Her experience with Morgan Stanley and Wells Fargo equips her for overseeing strategic planning and operational management. As part of the senior leadership team, she aims to enhance the client experience for High Net Worth families and business owners. Hunter's focus on coaching and collaboration is expected to strengthen the team's performance in delivering client services.

UBS Private Wealth Management has announced the addition of Private Wealth Advisors Scott Belveal and Adam Lambert, managing around USD 1.7 billion in client assets, to its Northeast Private Wealth market in Philadelphia. They will report to Branch Manager Brendan Graham. John Mathews, Head of UHNW and PWM Americas, expressed confidence in UBS’s platform for advisors, emphasizing its strengths in Ultra-High Net Worth capabilities. The team will consist of Max Hine, Kendal Glatthorn, and Ray Farnesi, all joining to enhance services for high-net-worth clients.