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UBS Private Wealth Management hires $500 million financial advisor team in Washington, D.C.
Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Neutral)
Tags
management
Rhea-AI Summary
UBS Private Wealth Management has announced the addition of Private Wealth Advisors Mikail Qazi and Timothy Martin in Washington, D.C.. They will manage approximately $500 million in client assets, targeting high net worth and ultra-high net worth clients. Both advisors bring extensive experience from Merrill Lynch Wealth Management, enhancing UBS's local presence and service quality. Mikail has been recognized on the Forbes Best-in-State Wealth Advisors list, while Timothy holds dual certifications as a CFP and CIMA.
Positive
Mikail Qazi and Timothy Martin bring decades of experience, enhancing UBS's advisory capabilities.
The team manages approximately $500 million in client assets, indicating strong market demand.
Their expertise is expected to bolster UBS's growth in the Washington, D.C. market.
Negative
None.
WASHINGTON--(BUSINESS WIRE)--
UBS Private Wealth Management today announced that Private Wealth Advisors Mikail Qazi and Timothy Martin have joined the firm in Washington, D.C. The team manages approximately $500 million in client assets for high net worth and ultra-high net worth individuals and families. Mikail and Timothy join the UBS Northeast Private Wealth market, managed by Julie Fox, and report to Branch Manager Brendan Graham.
“Mikail and Timothy have decades of industry experience and a deep commitment to helping their clients meet their financial goals and objectives,” said Julie Fox, Northeast Market Head at UBS Private Wealth Management. “We are thrilled to welcome them to UBS and are confident their expertise will help us continue to grow our business in this important market.”
“We are committed to providing our high net worth and ultra-high net worth clients with the highest level of personalized service and advice,” said John Mathews, Head of UBS Private Wealth Management. “Mikail and Timothy will be a strong addition to our private wealth management business, as we continue to expand our local presence in the Washington, D.C. and Northeast market.”
Mikail joins UBS from Merrill Lynch Wealth Management, where he spent the past 17 years advising high net worth individuals. Prior to that, he advised high net worth clients on alternative investments at private equity firm Brookwood LLC. Mikail holds the Chartered Retirement Planning Counselor (CRPC®) designation and was named to the Forbes Best-in-State Wealth Advisors list for Washington, D.C. for the last four years. He graduated from the University of Virginia as a Rodman Scholar.
Timothy spent the past decade at Merrill Lynch Wealth Management and is a Certified Financial Planner (CFP®) and a Certified Investment Management Analyst (CIMA®). He focuses on advising high net worth individuals and families on retirement planning, investment management and estate planning. Timothy also holds the CRPC® designation. He graduated summa cum laude with a Bachelor of Science degree in finance from the University of South Carolina.
Mikail and Timothy will be joined by Albana Droboniku, Senior Wealth Strategy Associate.
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).
