UBS Hires $640 Million Advisor Team in Pepper Pike, Ohio

Rhea-AI Summary

UBS Wealth Management USA is welcoming a four-person advisor team, BG Wealth Management, to their firm in Pepper Pike, Ohio. The team manages $640 million in client assets and focuses on tailored investment strategies and comprehensive wealth management advice.

Positive

• UBS Wealth Management USA is expanding their client offering in a key market by welcoming BG Wealth Management to their firm in Pepper Pike, Ohio. The team's industry experience and dedication to their clients will be a great addition to UBS.

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• None.

PEPPER PIKE, Ohio--(BUSINESS WIRE)-- UBS Wealth Management USA today announced that a four-person advisor team, BG Wealth Management, will be joining the firm in Pepper Pike, Ohio. The team manages $640 million in invested client assets with a focus on providing tailored investment strategies and comprehensive wealth management advice.

“On behalf of UBS, we’re excited to welcome BG Wealth Management to the firm,” said Deb Junior, Pepper Pike Market Director at UBS Wealth Management USA. “The team’s 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 this key market.”

The team is led by Financial Advisor Charlie Bergman. He has more than 25 years of investment management experience helping clients pursue their financial objectives by managing defined strategies, which may incorporate individual stocks and bonds, portfolios, and third-party investment strategies. Prior to joining UBS, Charlie was part of the KSB Group at Merrill Lynch and a financial advisor with Morgan Stanely. He earned a bachelor’s degree from The Ohio State University, and resides in Beachwood, Ohio.

Justine Greenwald joins UBS as a Financial Advisor with more than 25 years of experience in financial services. In her previous role at Merrill Lynch, she worked with small businesses, individuals and families, helping clients pursue their objectives by building personalized portfolios aligned with individual goals. Justine earned a bachelor’s degree from Arizona State University and holds FINRA Series 7, 66, 24 registrations and insurance licenses. She lives in Cleveland Heights, OH and is involved in local theater productions.

The team is also joined by Client Associates, Lisa Moavero and Alona Porat.

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, 29% in Switzerland, 20% 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).

© UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

View source version on businesswire.com: https://www.businesswire.com/news/home/20230808145454/en/

Ian Connor

ian@holsapplecommunications.com

(317) 508-8927

https://www.ubs.com

Source: UBS

FAQ

Who is joining UBS Wealth Management USA?

BG Wealth Management, a four-person advisor team.

Where is BG Wealth Management joining UBS?

Pepper Pike, Ohio.

How much do BG Wealth Management manage in client assets?

$640 million.

What is BG Wealth Management's focus?

Tailored investment strategies and comprehensive wealth management advice.