Advisor John Hardin Joins UBS Private Wealth Management in Miami

Rhea-AI Summary

UBS Private Wealth Management has announced the addition of John Hardin as a Financial Advisor in South Florida. John joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be based in the Coral Gables office. He is accompanied by Senior Wealth Strategy Associate Katelyn O'Hara.

John and Katelyn are joining Integra Partners, a Private Wealth team led by UBS Financial Advisors Vicente Del Rio, Brian Beraha, and Horacio Aguirre. This team, which joined UBS in early 2021 from J.P. Morgan Private Bank, has grown to oversee more than $7.2 billion in client assets.

John Hardin brings extensive experience serving ultra-high net worth clients and family offices, focusing on investment strategies and solutions. He holds a CFA® designation, an MBA from NYU Stern School of Business, and a bachelor's degree in economics from Johns Hopkins University. Katelyn O'Hara, also a CFA®, previously worked at J.P. Morgan Private Bank and Goldman Sachs, and holds a Bachelor of Science in Economics and Finance from University College Dublin, Ireland.

Positive

• UBS Private Wealth Management adds experienced Financial Advisor John Hardin to their Miami market
• John Hardin and Katelyn O'Hara join Integra Partners, a team overseeing $7.2 billion in client assets
• Both new team members hold CFA® designations, indicating high-level financial expertise

Negative

• None.

MIAMI--(BUSINESS WIRE)-- UBS Private Wealth Management today announced that John Hardin has joined the firm as a Financial Advisor in South Florida. He joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office. John is joined by Senior Wealth Strategy Associate Katelyn O’Hara.

John Hardin (Photo: Business Wire)

John and Katelyn join Integra Partners, which is led by UBS Financial Advisors Vicente Del Rio, Brian Beraha and Horacio Aguirre. 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 $7.2 billion in client assets.

“John and Katelyn are skilled professionals with a deep commitment for delivering personalized, best-in-class service and solutions for their clients,” said Brad Rosenberg, Greater Miami Market Director at UBS Private Wealth Management. “On behalf of our entire team, we are thrilled to welcome them to UBS and look forward to helping them continue to grow their careers here.”

John Hardin began his career with J.P. Morgan in 2016. He brings extensive experience serving ultra-high net worth clients and family offices, in which he focuses on providing them with investment strategies and solutions that address their financial needs and goals. John holds the Chartered Financial Analyst (CFA^®) designation. He received an MBA from NYU Stern School of Business and a bachelor’s degree in economics from Johns Hopkins University.

Katelyn O’Hara joins UBS following three years at J.P. Morgan Private Bank where she collaborated with advisors to build a successful business focusing on high-net-worth families and individuals in the Southeast region and beyond. Previously, she worked at Goldman Sachs in the Global Markets Group, based in Warsaw, Poland. Katelyn is a Chartered Financial Analyst (CFA®) and holds a Bachelor of Science in Economics and Finance from University College Dublin, Ireland.

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. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. 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).

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

View source version on businesswire.com: https://www.businesswire.com/news/home/20241016627840/en/

Media:

Christina Aquilina

Christina.aquilina@ubs.com

https://www.ubs.com

Source: UBS

FAQ

Who is John Hardin and why did he join UBS Private Wealth Management?

John Hardin is an experienced Financial Advisor who recently joined UBS Private Wealth Management in Miami. He brings extensive experience serving ultra-high net worth clients and family offices, focusing on providing investment strategies and solutions that address their financial needs and goals.

What is the significance of John Hardin joining Integra Partners at UBS?

John Hardin joining Integra Partners at UBS is significant because this team oversees more than $7.2 billion in client assets. His addition, along with Katelyn O'Hara, is expected to contribute to the team's continued growth and success in serving high-net-worth clients.

What qualifications do John Hardin and Katelyn O'Hara bring to UBS (UBS)?

Both John Hardin and Katelyn O'Hara hold the Chartered Financial Analyst (CFA®) designation. John has an MBA from NYU Stern School of Business and a bachelor's degree in economics from Johns Hopkins University. Katelyn holds a Bachelor of Science in Economics and Finance from University College Dublin, Ireland.

How much in client assets does the Integra Partners team at UBS (UBS) oversee?

The Integra Partners team at UBS Private Wealth Management, which John Hardin and Katelyn O'Hara are joining, oversees more than $7.2 billion in client assets.