UBS Hires Financial Advisor Amani Harris in Seattle, WA
UBS Wealth Management USA has announced the appointment of Amani Y. Harris as First Vice President and Portfolio Manager in their Seattle office. Harris, who manages over $180 million in client assets, joins the firm's Pacific Northwest Market led by Market Executive Rob Giordano and Associate Market Executive Kevin Janke.
A US Army veteran with over 20 years of wealth management experience, Harris transitions from Morgan Stanley to UBS. His expertise lies in helping families create and sustain generational wealth, focusing on relationships, continuous learning, and risk management. He is accompanied by Client Service Associate Julie Hall, known for her dedication to client solutions and service.
UBS Wealth Management USA ha annunciato la nomina di Amani Y. Harris come Primo Vicepresidente e Portfolio Manager presso il loro ufficio di Seattle. Harris, che gestisce oltre 180 milioni di dollari in asset dei clienti, si unisce al mercato del Pacific Northwest dell'azienda, guidato dal Market Executive Rob Giordano e dall'Associate Market Executive Kevin Janke.
Veterano dell'esercito statunitense con oltre 20 anni di esperienza nella gestione patrimoniale, Harris passa da Morgan Stanley a UBS. La sua esperienza si concentra nell'aiutare le famiglie a creare e mantenere la ricchezza generazionale, ponendo l'accento sulle relazioni, sull'apprendimento continuo e sulla gestione del rischio. È accompagnato dalla Client Service Associate Julie Hall, nota per la sua dedizione alle soluzioni e al servizio per i clienti.
UBS Wealth Management USA ha anunciado el nombramiento de Amani Y. Harris como Primer Vicepresidente y Gestor de Cartera en su oficina de Seattle. Harris, quien gestiona más de 180 millones de dólares en activos de clientes, se une al mercado del Pacífico Noroeste de la firma, liderado por el Ejecutivo de Mercado Rob Giordano y el Ejecutivo Asociado de Mercado Kevin Janke.
Veterano del ejército de EE. UU. con más de 20 años de experiencia en gestión de patrimonio, Harris hace la transición de Morgan Stanley a UBS. Su experiencia se centra en ayudar a las familias a crear y mantener riqueza generacional, enfocándose en las relaciones, el aprendizaje continuo y la gestión de riesgos. Está acompañado por la Asociada de Servicio al Cliente Julie Hall, conocida por su dedicación a las soluciones y al servicio al cliente.
UBS Wealth Management USA는 Amani Y. Harris를 시애틀 사무소의 첫 번째 부사장 및 포트폴리오 매니저로 임명했다고 발표했습니다. Harris는 1억 8천만 달러 이상의 고객 자산을 관리하며, 시장 책임자 Rob Giordano와 부시장 책임자 Kevin Janke가 이끄는 회사의 태평양 북서부 시장에 합류합니다.
미국 육군 재향군인으로 20년 이상의 자산 관리 경험을 보유한 Harris는 Morgan Stanley에서 UBS로 전환합니다. 그의 전문성은 가족들이 세대 간의 부를 창출하고 유지하도록 돕는 데 중점을 두며, 관계, 지속적인 학습 및 위험 관리에 초점을 맞추고 있습니다. 그는 고객 솔루션 및 서비스에 대한 헌신으로 알려진 고객 서비스 어소시에이트 Julie Hall와 함께합니다.
UBS Wealth Management USA a annoncé la nomination de Amani Y. Harris en tant que Premier Vice-Président et Gestionnaire de Portefeuille dans leur bureau de Seattle. Harris, qui gère plus de 180 millions de dollars d'actifs clients, rejoint le marché du Pacifique Nord-Ouest de la société, dirigé par le Responsable de Marché Rob Giordano et le Responsable Associé de Marché Kevin Janke.
Ancien combattant de l'armée américaine avec plus de 20 ans d'expérience en gestion de patrimoine, Harris passe de Morgan Stanley à UBS. Son expertise consiste à aider les familles à créer et à maintenir une richesse générationnelle, en mettant l'accent sur les relations, l'apprentissage continu et la gestion des risques. Il est accompagné par l'Associée au Service Client Julie Hall, reconnue pour son engagement envers les solutions et le service client.
UBS Wealth Management USA hat die Ernennung von Amani Y. Harris zum ersten Vizepräsidenten und Portfoliomanager in ihrem Büro in Seattle bekannt gegeben. Harris, der über 180 Millionen Dollar an Kundenvermögen verwaltet, tritt dem Markt für den pazifischen Nordwesten des Unternehmens bei, der von Marktleiter Rob Giordano und Associate Market Executive Kevin Janke geleitet wird.
Als Veteran der US-Armee mit über 20 Jahren Erfahrung in der Vermögensverwaltung wechselt Harris von Morgan Stanley zu UBS. Seine Expertise liegt darin, Familien dabei zu helfen, generationenübergreifenden Wohlstand zu schaffen und zu erhalten, wobei der Fokus auf Beziehungen, kontinuierlichem Lernen und Risikomanagement liegt. Er wird von der Kundenservicemitarbeiterin Julie Hall begleitet, die für ihr Engagement für Kundenlösungen und -service bekannt ist.
- Strategic hire managing $180 million in client assets
- Addition of experienced advisor with 20+ years in wealth management
- Expansion of UBS's presence in the Seattle market
- None.
Amani Harris, UBS
“As a longstanding advisor in the
“Amani is a great addition to our wealth management team supporting the
Amani Harris manages over
Amani brings over 20 years of wealth management experience to UBS and joins from Morgan Stanley.
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.
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Media:
christina.aquilina@ubs.com
Source: UBS
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