UBS announced that James Herring and John Gaffney are joining UBS Private Wealth Management in New York City, bringing vast industry experience to the firm. James comes from Goldman Sachs with over 35 years of experience, while John focuses on holistic wealth management solutions. They will enhance UBS's client offerings in the ultra-high net worth market, with a focus on personalized solutions and client success.
UBS ha annunciato che James Herring e John Gaffney entreranno a far parte del Private Wealth Management di UBS a New York, portando con sé una vasta esperienza nel settore. James proviene da Goldman Sachs dove ha accumulato oltre 35 anni di esperienza, mentre John è specializzato in soluzioni olistiche per la gestione del patrimonio. Loro contribuiranno a migliorare l'offerta di UBS per il mercato dei patrimoni ultra elevati, puntando su soluzioni personalizzate e il successo dei clienti.
UBS anunció que James Herring y John Gaffney se unirán al equipo de UBS Private Wealth Management en Nueva York, aportando una vasta experiencia en la industria. James llega de Goldman Sachs con más de 35 años de experiencia, mientras que John se enfoca en soluciones integrales de gestión de riqueza. Ellos mejorarán las ofertas para clientes de UBS en el mercado de alto valor neto ultra, enfocándose en soluciones personalizadas y el éxito de los clientes.
UBS는 제임스 헤링과 존 개프니가 뉴욕시의 UBS 프라이빗 웰스 매니지먼트에 합류한다고 발표했습니다. 이들은 풍부한 업계 경험을 회사에 가져다 줄 것입니다. 제임스는 35년 이상의 경험을 가진 골드만 삭스 출신이며, 존은 전체적인 부의 관리 솔루션에 중점을 둡니다. 그들은 초고액 자산가 시장에서 UBS의 고객 제안을 개선하고, 개인화된 솔루션과 고객의 성공에 집중할 것입니다.
UBS a annoncé que James Herring et John Gaffney rejoindraient UBS Gestion de Patrimoine Privé à New York, apportant une vaste expérience du secteur. James vient de Goldman Sachs avec plus de 35 ans d'expérience, tandis que John se concentre sur des solutions globales de gestion de patrimoine. Ils amélioreront les offres d'UBS pour le marché des très grands patrimoines, en se concentrant sur des solutions personnalisées et le succès des clients.
UBS hat bekannt gegeben, dass James Herring und John Gaffney zum UBS Private Wealth Management in New York City stoßen werden, wo sie umfangreiche Branchenerfahrung einbringen. James kommt von Goldman Sachs mit über 35 Jahren Erfahrung, während John sich auf ganzheitliche Vermögensverwaltungslösungen konzentriert. Sie werden das Angebot von UBS für den Markt der sehr vermögenden Kunden erweitern, mit einem Fokus auf personalisierte Lösungen und den Erfolg der Kunden.
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NEW YORK--(BUSINESS WIRE)--
UBS today announced that Private Wealth Advisors James Herring and John Gaffney will be joining the firm in New York City. At the conclusion of their respective notice periods, James and John will join the UBS Manhattan Market and will be based in the firm’s 299 Park Ave Private Wealth Management office, managed by Chris Amo and Bob Sorrentino.
“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 New York market.”
“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 New York City. Prior to joining Goldman Sachs, James served as an officer in the United States Army Reserve for nine years. James earned a BA and MBA from Vanderbilt University. He is a former president of the Owen Graduate School Alumni Board, a member of the Economic Club of New York and is active as a board member and fundraiser for his church and several nonprofits.
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.
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 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Who is joining UBS Private Wealth Management in New York City?
James Herring and John Gaffney are joining UBS Private Wealth Management in New York City.
Where will James and John be based within UBS?
James and John will be based in the UBS Manhattan Market at the firm's 299 Park Ave Private Wealth Management office.
What is James Herring's background before joining UBS?
James Herring comes from Goldman Sachs, where he was a Managing Director with over 35 years of experience.
What is John Gaffney's focus in wealth management?
John Gaffney focuses on holistic wealth management solutions for family offices and private wealth clients.
What are the expectations from James and John at UBS?
James and John are expected to enhance UBS's client offerings in the ultra-high net worth market with a focus on personalized solutions and client success.
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