James Herring and John Gaffney join UBS Private Wealth Management in New York City
“On behalf of UBS, we’re very pleased to welcome James and John to the firm,” said Chris Amo, New York PWM Market Director at UBS Private Wealth Management. “The team’s vast industry experience and dedication to their clients will be a great addition to our business, and we look forward to having them help us continue to expand our client offering in the
“With the team’s experience helping clients navigate complex financial matters and commitment to delivering personalized solutions, coupled with UBS’s unique suite of capabilities focused on ultra-high net worth clients, I have no doubt that the team will continue to successfully deliver for clients in the years to come,” said Bob Sorrentino, New York PWM Market Director at UBS Private Wealth Management.
James Herring joins UBS Private Wealth Management from Goldman Sachs, where he was a Managing Director with over 35 years of experience working with high-net-worth executives, non-profits and family offices. During his career, James has served as a Regional Manager for the Southeast from 1996-2000 and was named Co-Head of the Family Investment Office (2006-2010), a multifamily office business that he developed and launched in
John Gaffney joins UBS from Goldman Sachs where he spent five years focusing on holistic wealth management solutions for family offices and private wealth clients. John earned his BA from Vanderbilt University and worked in Management Consulting and Strategy before returning to Vanderbilt University's Owen School of Management for his MBA. He is a leader and fundraiser for The Leukemia & Lymphoma Society and active member of the Owen Graduate School alumni association.
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