UBS Announces New Regional Market Leadership in the Southeast US
UBS Wealth Management USA has announced a significant organizational restructuring, transitioning from two national divisions to four regions. As part of this change, Julie Fox has been appointed Regional Director for the Southeast region, overseeing four newly appointed Market Executives:
- Brendan Graham (Mid-Atlantic Market)
- Jake Shine (South Atlantic Market)
- Greg Achten (South Market)
- Lane Strumlauf (Florida Market)
The Southeast Region includes major wealth centers such as Philadelphia, Washington D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples, and Tampa. The reorganization aims to enhance decision-making speed and client responsiveness. UBS plans to open new office space in Washington, D.C. in May 2025, demonstrating its commitment to growing market share in key wealth centers.
UBS Wealth Management USA ha annunciato una significativa ristrutturazione organizzativa, passando da due divisioni nazionali a quattro regioni. Come parte di questo cambiamento, Julie Fox è stata nominata Direttore Regionale per la regione del Sud-est, supervisionando quattro nuovi Market Executives:
- Brendan Graham (Mercato del Mid-Atlantic)
- Jake Shine (Mercato del Sud-Atlantico)
- Greg Achten (Mercato del Sud)
- Lane Strumlauf (Mercato della Florida)
La Regione del Sud-est include importanti centri di ricchezza come Philadelphia, Washington D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples e Tampa. La riorganizzazione mira a migliorare la rapidità decisionale e la reattività verso i clienti. UBS prevede di aprire nuovi uffici a Washington, D.C. nel maggio 2025, dimostrando il suo impegno a crescere in quota di mercato nei principali centri di ricchezza.
UBS Wealth Management USA ha anunciado una reestructuración organizativa significativa, pasando de dos divisiones nacionales a cuatro regiones. Como parte de este cambio, Julie Fox ha sido nombrada Directora Regional para la región del Sureste, supervisando a cuatro nuevos Market Executives:
- Brendan Graham (Mercado del Mid-Atlantic)
- Jake Shine (Mercado del Sur-Atlántico)
- Greg Achten (Mercado del Sur)
- Lane Strumlauf (Mercado de Florida)
La Región del Sureste incluye importantes centros de riqueza como Filadelfia, Washington D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples y Tampa. La reorganización tiene como objetivo mejorar la velocidad en la toma de decisiones y la capacidad de respuesta hacia los clientes. UBS planea abrir nuevos espacios de oficinas en Washington, D.C. en mayo de 2025, demostrando su compromiso con el crecimiento de la cuota de mercado en los principales centros de riqueza.
UBS Wealth Management USA는 두 개의 국가 부서에서 네 개의 지역으로 전환하는 중요한 조직 개편을 발표했습니다. 이 변화의 일환으로 Julie Fox가 남동부 지역의 지역 이사로 임명되어 새롭게 임명된 네 명의 시장 임원을 감독하게 됩니다:
- Brendan Graham (중앙 대서양 시장)
- Jake Shine (남부 대서양 시장)
- Greg Achten (남부 시장)
- Lane Strumlauf (플로리다 시장)
남동부 지역에는 필라델피아, 워싱턴 D.C., 샬럿, 찰스턴, 내슈빌, 마이애미, 팜 비치, 네이플스, 탬파와 같은 주요 부유 센터가 포함됩니다. 이번 재편성의 목적은 의사 결정 속도와 고객 반응성을 높이는 것입니다. UBS는 2025년 5월에 워싱턴 D.C.에 새 사무실 공간을 열 계획이며, 이는 주요 부유 센터에서 시장 점유율을 성장시키겠다는 의지를 나타냅니다.
UBS Wealth Management USA a annoncé une réorganisation organisationnelle significative, passant de deux divisions nationales à quatre régions. Dans le cadre de ce changement, Julie Fox a été nommée directrice régionale pour la région du Sud-Est, supervisant quatre nouveaux Market Executives :
- Brendan Graham (Marché du Mid-Atlantic)
- Jake Shine (Marché du Sud-Atlantique)
- Greg Achten (Marché du Sud)
- Lane Strumlauf (Marché de la Floride)
La région du Sud-Est comprend d'importants centres de richesse tels que Philadelphie, Washington D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples et Tampa. La réorganisation vise à améliorer la rapidité de décision et la réactivité aux clients. UBS prévoit d'ouvrir de nouveaux bureaux à Washington, D.C. en mai 2025, montrant son engagement à accroître sa part de marché dans les principaux centres de richesse.
UBS Wealth Management USA hat eine bedeutende organisatorische Umstrukturierung angekündigt und wechselt von zwei nationalen Abteilungen zu vier Regionen. Im Rahmen dieser Veränderung wurde Julie Fox zur Regionaldirektorin für die Region Südosten ernannt, die vier neu ernannte Marktleiter beaufsichtigt:
- Brendan Graham (Mid-Atlantic Markt)
- Jake Shine (South Atlantic Markt)
- Greg Achten (South Markt)
- Lane Strumlauf (Florida Markt)
Die Region Südosten umfasst wichtige Vermögenszentren wie Philadelphia, Washington D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples und Tampa. Die Umstrukturierung zielt darauf ab, die Entscheidungsfindungsgeschwindigkeit und die Reaktionsfähigkeit gegenüber den Kunden zu verbessern. UBS plant, im Mai 2025 neue Büroflächen in Washington, D.C. zu eröffnen, was das Engagement für das Wachstum des Marktanteils in wichtigen Vermögenszentren unterstreicht.
- Restructuring to enhance decision-making speed and client responsiveness
- Strategic expansion in high-growth wealth centers across the Southeast
- Planned new office space in Washington D.C. by May 2025
- None.
We are pleased to announce that Julie Fox has been appointed Regional Director for the Southeast.
The Southeast Region will be led by the following Market Executives, all of whom will report to Julie:
-
Brendan Graham has been appointed Mid-Atlantic Market Executive. He will be responsible for overseeing the firm’s financial advisors in
Pennsylvania ,Southern New Jersey ,Washington, D.C. andMaryland (Baltimore andHunt Valley ). -
Jake Shine has been appointed South Atlantic Market Executive. He will be responsible for overseeing the firm’s financial advisors in
Maryland (Bethesda ),Virginia ,North Carolina andSouth Carolina . -
Greg Achten has been appointed South Market Executive. He will be responsible for overseeing the firm’s financial advisors in
Georgia ,Tennessee ,Arkansas ,Mississippi ,Alabama andLouisiana . -
Lane Strumlauf has been appointed Florida Market Executive. He will be responsible for overseeing the firm’s financial advisors in
Florida .
“Our wealth management business in the US has strong momentum, and thanks to our teams’ hard work, we have a solid foundation on which to deliver our next stage of growth,” said Southeast Regional Director Julie Fox. “We are excited for the future and confident in our ability to provide differentiated client solutions and an improved Advisor experience.”
The Southeast Region, which has seen an influx of wealth in recent years, encompasses some of the nation’s fastest growing wealth centers, including
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in
© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. For press use only.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250114278130/en/
Media:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com
Source: UBS
FAQ
What major organizational changes did UBS Wealth Management USA announce?
Who are the new Market Executives appointed in UBS's Southeast Region?
Which major wealth centers are included in UBS's Southeast Region?
When is UBS planning to open its new office space in Washington D.C.?
What are the main objectives of UBS's new regional structure?
