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UBS Group AG (UBS), a global leader in wealth management and investment banking, provides critical financial services across 50+ markets. This page aggregates official announcements, strategic initiatives, and market-moving developments directly from UBS and verified sources.
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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.
UBS is set to sponsor Art San Diego 2024, a premier contemporary fine art fair in Southern California, for the 16th consecutive year. The event, scheduled for November 1-3, 2024 at the San Diego Convention Center, is expected to attract over 10,000 attendees.
The sponsorship aligns with UBS's commitment to supporting local artistic communities and includes the Access to Art philanthropic program. This initiative partners with Monarch School, Humble Design San Diego, and artists from ARTS DISTRICT Liberty Station to create a special installation interpreting how a house becomes a home through art.
The fair will feature more than 90 national and international galleries and over 450 artists from 14 countries and states. Notable international exhibitors include Sachie Yoshino Gallery from Japan and Van Leeuwen Art from Switzerland. The event also includes the return of the San Diego Selects recognition program.
UBS Wealth Management has announced that James (Jim) Kosan has joined the firm's Riverside, California office. As a financial advisor, Jim specializes in comprehensive wealth management solutions for affluent families, focusing on Family Office services and life transitions. His expertise includes managing complex family strategies, business succession planning, inheritance planning, trust review and design, and tax minimization strategies.
Prior to joining UBS, Jim worked at Morgan Stanley since 2012 and spent six years with Merrill Lynch before that. He holds a Bachelor of Science degree in Business Management from California State Polytechnic University, Pomona, along with Series 7 and 66 securities licenses and a Senior Portfolio Manager designation.
Pat Lizza, Market Director for the Inland Empire offices of UBS, expressed enthusiasm about Jim's addition to the team, highlighting his strong knowledge of key asset classes and expertise in retirement planning and investment decision-making.
UBS Private Wealth Management announced that Warren Coughlin, a Private Wealth Advisor in the Los Angeles office, has been named to the Forbes Top Next-Gen Best-in-State Wealth Advisor list for 2024. This marks Coughlin's third inclusion on the list. Coughlin leads Presidio Partners, a Private Wealth team specializing in serving tech founders and entrepreneurs, alongside Charles Korasick and Robert Gach.
The team has an impressive track record, having worked with over 21 "unicorn" co-founders, advised more than 33 clients through liquidity events, and served over 40 late-stage co-founders with at least $50 million in private stock positions. The Forbes/SHOOK Top Next-Gen Advisors Best-In-State list features 1,621 top professionals managing nearly $2.8 trillion in assets collectively.
UBS Wealth Management USA announced that five financial advisors in its Pacific Desert Market have been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2024. The recognized advisors are:
- Stockton Schultz (Phoenix, AZ) - also ranked 34th nationally
- Aaron Rottenstein (Tucson, AZ)
- Blake Foster (Newport Beach, CA)
- Earl B. (Bryan) Thompson III (San Diego, CA)
- Kyle Yoneshige (Honolulu, HI)
These advisors have extensive experience in wealth management, financial planning, and investment consulting. They serve diverse clientele, including high-net-worth individuals, families, business owners, and institutions. Many have received multiple recognitions from Forbes and other industry accolades throughout their careers.
UBS Wealth Management USA has announced the addition of Financial Advisor Jared Berault to their Manchester, New Hampshire office. Berault, who manages over $400 million in client assets, brings more than 20 years of experience in the financial services industry. He specializes in comprehensive wealth management, including retirement planning, portfolio construction, and tax minimization.
Joining Berault is Client Associate Fred Kline, who entered the financial services industry in 2020. Patrick Henning, Manchester Market Director at UBS, expressed enthusiasm about the new team, highlighting their experience and potential to add value to clients. Berault's approach focuses on understanding clients' needs and educating them about their investment strategies, aiming to become a lifelong resource for wealth management.
UBS has announced the addition of a five-person team, Wingman Capitol Group, to its Bethesda, MD office. The team, led by Financial Advisors Andy Murphy, Gene Suk, and Terence Hardy, manages $650 million in client assets. They join UBS's Philadelphia D.C. Wealth Management Market, led by Market Executive Julie Fox, and will report to Market Director Jake Shine.
The team brings extensive experience in serving high and ultra-high net worth clients. Andy Murphy has 20 years of industry experience and a background in the U.S. Navy. Gene Suk, with nearly 30 years at Morgan Stanley, holds an MBA and the CIMA® designation. Terence Hardy, a Certified Financial Planner (CFP®), has a decade of experience at Morgan Stanley. The team also includes Casey Coffman and Ryan Vogel in supporting roles.
UBS Wealth Management USA announced that Daniel P. Green, a Financial Advisor in their Knoxville, Tennessee office, has been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2024. Green ranked #1 in Tennessee on this year's list. He has been with UBS since 2013 and leads The Green Group, which serves families of entrepreneurs, executives, and business leaders with investment, retirement, tax, and estate planning advice.
Green holds a bachelor's degree in finance from the University of Tennessee and a Certified Exit Planning Advisor (CEPA®) designation. This is his fifth consecutive year on the Next-Gen Advisors Best-in-State list. The 2024 Forbes/SHOOK list features over 1,600 professionals managing nearly $2.8 trillion in assets, all born in 1985 or later with at least four years of experience.
UBS announced that four advisors in its Philadelphia D.C. Wealth Management Market have been named to the 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State List. The recognized advisors are:
- Charlie Anderson (Bethesda, MD) - Specializes in financial planning, investment management, and estate planning
- John Uehling (Newtown, PA) - Provides wealth management services for families, high net worth individuals, and business owners
- Nick Francia (Washington, D.C.) - Advises business owners on tax-efficient exit strategies, focusing on Employee Stock Ownership Plan transactions
- Kayvon Sarmadi (Washington, D.C.) - Advises business owners on wealth and investment management, complex business transactions, and managing alternative investments
Both Francia and Sarmadi were also named to the 2024 Forbes America's Top Next-Gen Wealth Advisors list. The Forbes/SHOOK Top Next-Gen Advisors Best-in-State list includes 1,621 professionals managing $2.8 trillion in assets.
UBS AG (NYSE:UBS) (SWX:UBSN) has published its second-quarter 2024 financial report and Pillar 3 report. This follows the earlier release of UBS Group AG's consolidated second quarter results on August 14, 2024. The detailed reports are now available for download on the UBS website. This announcement is made in accordance with Article 53 of the SIX Exchange Regulation Listing Rules, highlighting the company's commitment to regulatory compliance and transparency in financial reporting.
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