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Private Wealth Advisor Ben Flaim Joins UBS in Boston
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UBS Private Wealth Management has welcomed Benjamin Flaim as a Private Wealth Advisor in Boston, responsible for managing over $1 billion in assets for high and ultra-high net worth clients. Flaim joins the Northeast Private Wealth market under the leadership of Julie Fox and reports to Maxwell Bardeen. With two decades of financial experience, including 15 years at Goldman Sachs, Flaim is expected to enhance UBS's capabilities in serving affluent clients. The firm emphasizes providing personalized and customized financial advice to its client base.
Positive
Benjamin Flaim joins UBS, bringing expertise to manage over $1 billion in assets.
Flaim's experience at Goldman Sachs bolsters UBS's advisory strength.
Expansion of UBS’s team aligns with its strategy to serve ultra-high net worth clients.
Negative
None.
BOSTON--(BUSINESS WIRE)--
UBS Private Wealth Management today announced that Private Wealth Advisor Benjamin (“Ben”) Flaim has joined the firm in Boston.
Ben is responsible for managing over $1 billion in assets for high and ultra-high net worth individuals and families. He joins the UBS Northeast Private Wealth market, managed by Julie Fox, and reports to Boston PWM Complex Director Maxwell Bardeen.
“Ben is a highly skilled advisor with deep experience advising clients on the complexities of wealth and estate planning and we are very proud to welcome him to UBS,” said Maxwell Bardeen, Complex Director of Boston PWM at UBS. “Attracting top Private Wealth Advisors like Ben is a priority for us as we expand our capabilities devoted to serving ultra-high net worth clients in the region.”
“Our focus continues to be on providing our high net worth and ultra-high net worth clients with the highest level of personalized, customized service and advice,” said John Mathews, Head of UBS Private Wealth Management. “Ben is an experienced, expert advisor who is an outstanding addition to our team.”
Ben has two decades of financial services experience, and spent the past 15 years at Goldman Sachs as a Private Wealth Advisor. He obtained his MBA from the Amos Tuck School of Business at Dartmouth College. Prior to that, Ben served as a financial analyst at Goldman Sachs. He also previously held roles at Time Inc. and Accenture. Ben received a Bachelor of Arts degree in English from Boston University, College of Arts & Sciences, cum laude.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
