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UBS Hires $640 Million Advisor Team in Sarasota, FL
Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Positive)
Tags
management
Rhea-AI Summary
UBS Wealth Management USA has welcomed Financial Advisors Brian Mariash and Bart Lowther, along with their six-person team, to its Sarasota, Florida office. They manage nearly $640 million in client assets, focusing on ultra-high net worth individuals and families. The addition aims to strengthen UBS's capabilities in the growing market. Mariash, with over 15 years at Merrill Wealth Management, emphasizes education and philanthropy in his wealth management approach. Lowther, a 2010 Merrill veteran, specializes in personalized wealth preservation strategies. This strategic move is anticipated to enhance client service and expand market reach.
Positive
Addition of experienced advisors managing nearly $640 million in assets.
Expansion of UBS's capabilities in the affluent Sarasota market.
Negative
None.
SARASOTA, Fla.--(BUSINESS WIRE)--
UBS Wealth Management USA today announced that Financial Advisors Brian Mariash and James Barton “Bart” Lowther have joined the firm in Sarasota, Florida. Together with their six-person team, Mariash Lowther Wealth Management, they manage nearly $640 million in client assets for ultra-high net worth individuals and families.
“On behalf of UBS, we’re excited to welcome Brian, Bart and their entire team to the firm,” said Greg Kadet, Managing Director and Florida Market Director at UBS Wealth Management USA. “The team’s experience, dedication to clients, and passion for philanthropy are a great addition to our business as we look to continue to expand and enhance our ability to serve clients in this growing market.”
“As partners for over 10 years, Brian and Bart have a deep commitment to helping clients and their families navigate complex financial matters,” said Karmen Keup, Southwest Florida Market Director at UBS Wealth Management USA. “With our unique suite of capabilities at UBS, I have no doubt the team will continue to successfully deliver for clients in the years to come.”
Brian Mariash joins UBS from Merrill Wealth Management, where he spent the past 15 years working as a Financial Advisor. He joined the financial services industry in 2001, after a career in music education. Brian brings an learning-based approach to wealth management, and his personal mission to educate, connect and contribute has become part of the mission of the team he founded, Mariash Lowther Wealth Management. His practice focuses on advising ultra-high net worth retirees, C-suite executives and small business owners.
Brian holds the Certified Investment Management Analyst® designation (CIMA®), administered by the Investments & Wealth Institute™ (The Institute) at The Wharton School of Business, and the Accredited Asset Management Specialist™, AAMS™® designation from The College for Financial Planning Institutes Corp. As an active member and supporter of his local community, Brian previously served on the board of the Child Protection Center of Sarasota as well as the board for Jewish Family and Children Services. He is the proud father of three children and resides in downtown Sarasota.
Bart Lowther began his financial services career at Merrill Wealth Management in 2010. Through his practice, he focuses on helping clients manage and preserve their wealth through various, complex market cycles based on their individual needs. Together with his team, Bart focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's unique financial needs to help ensure each strategy is grounded in an understanding of what each client wants to achieve. He also specializes in providing clients with investment planning advice for retirement.
Bart received his finance degree from the A.B. Freeman School of Business at Tulane University in 2010. He holds the Certified Financial Planner (CFP®) certification as well as the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. Bart is passionate about giving back to his local community, and serves on the boards of The Circus Arts Conservatory and All Faith’s Food Bank. A Sarasota native, Bart enjoys playing music, going to the beach, and spending time with his dogs, Layla and Beaux.
Brian and Bart are joined by Financial Advisor Jesse Perez, CFP®, as well as Client Associates Shannon Murphy, Dionysios Skaliotis and Sovanna Sok.
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).
