UBS appoints Joseph Lombardo as Market Director for Florham Park, NJ, expanding leadership across key New Jersey offices

FLORHAM PARK, N.J.--(BUSINESS WIRE)-- UBS Wealth Management US today announced the appointment of Joseph (Joe) Lombardo as Market Director for its Florham Park, New Jersey office, in addition to leading the firm’s offices in Short Hills and Westfield, New Jersey. The move is effective immediately.

“We are excited to name Joe as Market Director of Florham Park, in addition to his ongoing leadership in Short Hills and Westfield,” said Mara Glassel, Greater New York Metro Market Executive at UBS. “Joe’s extensive industry experience, strategic mindset and deep commitment to our financial advisors uniquely position him for expanded leadership responsibilities. Under Joe’s leadership, I am confident we will further strengthen our presence in these core New Jersey markets, and enhance the best-in-class service and support we provide to both clients and colleagues.”

Joe brings more than 30 years of experience in the wealth management industry, including over two decades in leadership roles at UBS. He began his career as a Financial Advisor and has since led initiatives focused on advisor development, client experience, and strategic business growth across the region. He previously served as UBS Head of Leadership and Future Talent Development, where he played a key role in cultivating the next generation of firm leaders across the country.

Recognized for his collaborative leadership style and long-term vision, Joe is committed to empowering financial advisors and driving sustainable growth across the New Jersey market. He lives in Fairfield, NJ, with his wife and three children, and holds a bachelor’s degree in finance and an MBA in marketing.

The UBS Greater New York Metro Market, led by Mara Glassel, includes 18 offices across Long Island, Westchester, Connecticut and New Jersey.

Notes to Editors

About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

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Media:

Christina Aquilina

Christina.aquilina@ubs.com

Source: UBS