UBS Group AG - UBS STOCK NEWS

UBS Private Wealth Management has welcomed Financial Advisors Matthew T. Leone, Kevin M. Heck, and Emily Barbe to its New York City team, alongside Client Service Associates Anthony D’Anton, Rosalina Perez-Palombini, and Annika Kelshiker.

The Leone-Heck Group, co-founded by Leone and Heck, boasts nearly 40 years of collective experience and manages $890 million in client assets. The firm aims to recruit leading financial advisors, enhancing its Private Wealth platform for high-net-worth clients.

UBS Wealth Management USA announced that Financial Advisor Jeremy Keller has been recognized in the Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2021. Keller, based in Las Vegas, specializes in advising high-net-worth clients on various financial strategies. He has been with UBS since 2009, and this accolade highlights his leadership in the industry. The 2021 list includes 500 advisors managing over $1 trillion in assets. For more details, visit Forbes.

UBS Private Wealth Management announced that two of its Private Wealth Advisors, Andrea Bevis and Teresa Jacobsen, have been named to the 2021 Working Mother/SHOOK Research Top Wealth Advisor Moms list. Bevis, based in Boston, has been with UBS since 2015 and is a recognized industry leader. Jacobsen, in Stamford, has over 25 years of experience and has received multiple accolades, including Barron's Hall of Fame recognition. The list highlights successful mothers in financial advising, expanding to 500 advisors this year.

UBS Wealth Management USA has welcomed Financial Advisors Scott Seifert and Joe Hertig to its team in Missoula, Montana, managing a combined $485 million in client assets. The firm emphasizes its commitment to recruiting top advisors, asserting that it offers a robust platform for financial services. Seifert brings 33 years of experience from Merrill Lynch, while Hertig has over 22 years. UBS aims to provide comprehensive wealth management solutions globally, with a strong focus on capital efficiency and long-term growth.

UBS has launched a new initiative under Project Entrepreneur, awarding $25,000 grants to thirty female founders of color to enhance their business prospects. This program aims to tackle the funding disparity faced by Black and Latinx female entrepreneurs, who receive less than 1% of venture capital. Additionally, all applicants will gain access to valuable resources and a supportive community. Applications are open until November 10, 2021, with winners announced in late January 2022.

UBS Wealth Management USA has announced that Caitlin Perry has joined as a Financial Advisor in Rutland, Vermont, managing $125 million in assets. With 10 years of experience and a background as a Combat Medic in the United States Army, she aims to assist clients with retirement planning. UBS is focused on recruiting top financial advisors to enhance client offerings in this key market, according to Brad Miller and Jad Dieterle, senior managers at UBS.

UBS Wealth Management USA has welcomed financial advisors Mike Valenti and Samantha Maley to its Rochester, New York office. With over 25 years of combined experience, they join The Schoff Group, which manages over $3 billion in client assets. Their expertise will enhance services in advising corporations, unions, and ultra-high-net-worth families, particularly regarding Taft Hartley and pension plans. Ben Tarantino, NY State Complex Director, emphasized UBS's focus on attracting top advisors to leverage their comprehensive wealth management capabilities.

UBS Private Wealth Management announced that Jonathan Beukelman, a Managing Director and Financial Advisor in Denver, Colorado, has been recognized in the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021. This marks his sixth consecutive year on the list, highlighting his expertise in financial advice for high-net-worth individuals and families. His areas of focus include liability management, estate planning, and tax optimization. Beukelman has been with UBS since 2008 and is a member of the UBS Pinnacle Council.

UBS has launched UBS Collectives, a collective philanthropy initiative aimed at addressing critical global issues including child protection, climate change, health, and education. This initiative will connect philanthropic clients, allowing them to combine their expertise and resources to fund impactful projects. Collectives include the Transform Collective, focusing on family care for vulnerable children, the Climate Collective, aiming to mitigate climate impacts, and the Accelerate Collective, enhancing health and education funding. Clients will collaborate over three years to implement and measure these initiatives.