NYSE:UBS

$1.6 Billion Advisor Team Joins UBS Private Wealth Management in Northbrook, IL

Retrieved on: 
Friday, January 19, 2024
Asset Management, Professional Services, Finance, UBS, Wealth management, Certification, Fairfield University, University, Michigan State University, Wealth, Adviser

UBS Private Wealth Management announced today that an eight-person financial advisor team, Hammond Fay Bush & Associates , has joined the firm in Northbrook, Illinois.

Key Points: 
  • UBS Private Wealth Management announced today that an eight-person financial advisor team, Hammond Fay Bush & Associates , has joined the firm in Northbrook, Illinois.
  • “We’re excited to welcome Jack, Susan, Brian and their team to UBS,” said Michael Gatewood, Chicago Market Executive at UBS Private Wealth Management.
  • Brian Fay joins UBS as a Financial Advisor and has a decade of experience working in the financial services industry.
  • He earned his bachelor’s degree from the University of Arizona and holds the Certified Private Wealth Advisor® (CPWA®) designation.

Advisor Team GKB & Associates Joins UBS in New York City

Retrieved on: 
Friday, January 12, 2024
Banking, Asset Management, Professional Services, Finance, UBS, Merrill (company), Fordham University, Emory University, GKB, Trust, CFA, FINANCIAL, Associate, University, Economics, Basketball, MBA, Providence College, Lafayette College, Adviser, Certification, Financial adviser

Together, their team, GKB & Associates , manages nearly $2 billion in client assets for high-net-worth individuals and families.

Key Points: 
  • Together, their team, GKB & Associates , manages nearly $2 billion in client assets for high-net-worth individuals and families.
  • “We’re extremely proud to welcome Joe, Steve, Stefani, Dan, Connor and their entire team to UBS,” said Kellie.
  • Dan joins from Merrill Lynch, where he began his career in 1998 on the floor of the New York Stock Exchange.
  • He joins from Merrill Lynch and holds the Certified Plan Fiduciary Advisor designation and is a CERTIFIED FINANCIAL PLANNER™ professional.

UBS Advisor Team Montage Financial Group named a Top 100 Private Wealth Management Team by Forbes

Retrieved on: 
Thursday, January 11, 2024
Consulting, Banking, Professional Services, Finance, UBS, Wealth management, Research, Education, Tutoring

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.

Key Points: 
  • 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.
  • “I am incredibly proud to see this team recognized again as one of the top private wealth teams in the country,” said Michael Gatewood, Market Executive, Chicago Wealth Management and Midwest Private Wealth Management at UBS.
  • Montage Financial Group has also recently been named to the 2023 Barron’s Top 100 Private Wealth Teams list as well as the 2023 Forbes Best-in-State Wealth Management Teams list.
  • The second annual Forbes/Shook Top Wealth Management Teams Private Wealth list has 100 teams with cumulative assets of more than $1 trillion.

UBS Declares Coupon Payments on 11 ETRACS Exchange Traded Notes

Retrieved on: 
Tuesday, January 9, 2024
Banking, Asset Management, Professional Services, Finance, Tax, Zorg, Current yield, Name, Prospectus, Index, ETN, Online shopping

** “Current Yield (annualized)” equals the current quarterly Coupon Amount, multiplied by four (to annualize such coupon), divided by the closing Current Indicative Value of the ETN on its current Coupon Valuation Date rounded to two decimal places for ease of analysis.

Key Points: 
  • ** “Current Yield (annualized)” equals the current quarterly Coupon Amount, multiplied by four (to annualize such coupon), divided by the closing Current Indicative Value of the ETN on its current Coupon Valuation Date rounded to two decimal places for ease of analysis.
  • The Current Yield is not indicative of future coupon payments, if any, on the ETN.
  • The Current Yield is not indicative of future coupon payments, if any, on the ETN.
  • As such, the Current Yield is not indicative of future coupon payments, if any, on these ETNs.

Financial Advisor Steve Nassau joins UBS in Irvine, CA

Retrieved on: 
Monday, January 8, 2024
Personal Finance, Finance, Professional Services, Asset Management, Fintech, Family, UBS, Morgan Stanley Wealth Management, Orange, Series 3, University, Business administration, Labrador, Morgan Stanley, Financial adviser

UBS Wealth Management USA today announced that Financial Advisor Steve Nassau and Senior Registered Client Associate Kristin Landis have joined the firm.

Key Points: 
  • UBS Wealth Management USA today announced that Financial Advisor Steve Nassau and Senior Registered Client Associate Kristin Landis have joined the firm.
  • “On behalf of UBS, it is my pleasure to welcome Steve and Kristin to the firm,” said Howard Woo, Irvine Market Director at UBS Wealth Management.
  • We look forward to collaborating with them as we continue to enhance our capabilities serving clients in this key market.”
    Steve Nassau joins UBS as a Financial Advisor and has more than four decades of experience working in the wealth management industry.
  • He joins from Morgan Stanley where he spent over 30 years as a financial advisor.

Four Financial Advisors join UBS in Atlanta, Georgia

Retrieved on: 
Monday, December 11, 2023
Banking, Asset Management, Professional Services, Finance, UBS, Senior, Business, Union College, Wheaton College, Adviser, Certification, Economics, Financial adviser, Management, Western Illinois University

They join the UBS Southeast Wealth Management Market, led by Market Executive Lane Strumlauf, and will be located in the Atlanta, Georgia office, which is managed by Market Directors Robert Tamarkin and Sterling Zerbe.

Key Points: 
  • They join the UBS Southeast Wealth Management Market, led by Market Executive Lane Strumlauf, and will be located in the Atlanta, Georgia office, which is managed by Market Directors Robert Tamarkin and Sterling Zerbe.
  • “On behalf of UBS, we’re excited to welcome Chris, John, William and Daniel to the firm,” said Robert Tamarkin, Market Director for Atlanta at UBS Wealth Management USA.
  • John Little has worked in the financial services industry since 2011 and joins UBS from Merrill Lynch Wealth Management.
  • Prior to joining UBS, William served as a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management.

UBS expands Wealth Management capabilities in Arizona, unveils new offices in Phoenix and Scottsdale

Retrieved on: 
Monday, December 11, 2023
Professional Services, Technology, Software, Finance, Asset Management, Fintech, Personal Finance, Exit planning, Accreditation, UBS, Esplanade, CEPA, UHNW, Financial adviser, Kierland Commons

UBS today announced it will be increasing its real estate footprint in both Phoenix and Scottsdale , Arizona to meet the growing demand for wealth management services in the state.

Key Points: 
  • UBS today announced it will be increasing its real estate footprint in both Phoenix and Scottsdale , Arizona to meet the growing demand for wealth management services in the state.
  • In Phoenix, the firm will now occupy over 24,000 square feet of the Esplanade IV, located at 2575 E. Camelback Road.
  • In North Scottsdale, the firm opened a brand-new office location on November 17 in Kierland Commons, located at 14624 N. Scottsdale Road.
  • This program certifies them as Private Wealth Advisors who can provide wealth management advice, advanced resources, and philanthropic planning for UHNW multigenerational families and family offices, founders, entrepreneurs, and corporate executives.

UBS declares coupon payments on 5 ETRACS Exchange Traded Notes

Retrieved on: 
Wednesday, December 6, 2023
Banking, Other Professional Services, Professional Services, Finance, Index, Current yield, ETN, Tax, Prospectus, Zorg, Name

For more information on each ETRACS ETN, see “ List of ETNs ”.

Key Points: 
  • For more information on each ETRACS ETN, see “ List of ETNs ”.
  • ** “Current Yield (annualized)” equals the current Coupon Amount and the two immediately preceding Coupon Amounts, multiplied by four (to annualize such coupons), divided by the closing Current Indicative Value of the ETN on its current Coupon Valuation Date rounded to two decimal places for ease of analysis.
  • The Current Yield is not indicative of future coupon payments, if any, on the ETN.
  • As such, the Current Yield is not indicative of future coupon payments, if any, on these ETNs.

NFL Players Association names UBS an Institutional Financial Advisor

Retrieved on: 
Tuesday, December 5, 2023
General Sports, Sports, Finance, Consulting, Banking, Football, Professional Services, Asset Management, Other Professional Services, NFLPA, UBS, 2018 Chinese Super League, NFL, Entertainment, AFL, National Football League, Orientation, Athlete, Life, Financial adviser

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.

Key Points: 
  • 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 advice and guidance to current and retired NFL players to help them build their financial futures and create lasting legacies.
  • “Having UBS join the NFLPA’s institutional financial advisor program is a huge win for our union’s player members,” said Dana Shuler, senior director of the NFLPA’s Player Affairs department.
  • “Through its Athletes and Entertainers segment, UBS has a proven track record of helping high-profile clients successfully navigate their unique financial landscape.”
    “We are thrilled the NFL Players Association has selected UBS to work with their members,” said Jason Chandler, Head Global Wealth Management Americas at UBS.

Advisor Andrea Freiman joins UBS Private Wealth Management in Miami

Retrieved on: 
Monday, December 4, 2023
Professional Services, Finance, Consulting, Asset Management, Banking, Personal Finance, UBS, Wealth, Cystic fibrosis, University, Multimedia, Coral Gables, Florida, Certified Financial Planner, Cystic Fibrosis Foundation, Financial services, Science, Economics

UBS Private Wealth Management today announced that Andrea Freiman, CFP®, has joined the firm as a Financial Advisor in South Florida.

Key Points: 
  • 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.
  • This Private Wealth team joined UBS in early 2021 from J.P. Morgan Private Bank and has successfully grown their practice to oversee more than $6 billion in client assets.
  • “On behalf of UBS, we’re excited to welcome Andrea to the firm,” said Brad Rosenberg, Miami Market Director at UBS Private Wealth Management.