UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team
UBS Private Wealth Management has announced the addition of Private Wealth Advisors Scott Belveal and Adam Lambert, managing around USD 1.7 billion in client assets, to its Northeast Private Wealth market in Philadelphia. They will report to Branch Manager Brendan Graham. John Mathews, Head of UHNW and PWM Americas, expressed confidence in UBS’s platform for advisors, emphasizing its strengths in Ultra-High Net Worth capabilities. The team will consist of Max Hine, Kendal Glatthorn, and Ray Farnesi, all joining to enhance services for high-net-worth clients.
- Addition of experienced advisors Scott Belveal and Adam Lambert enhances UBS’s presence in the Northeast Private Wealth market.
- The team manages approximately USD 1.7 billion in client assets, indicating strong potential for growth.
- UBS aims to leverage its strong platform and Ultra-High Net Worth capabilities, improving service for affluent clients.
- None.
UBS Private Wealth Management (PWM) today announced that Private Wealth Advisors Scott Belveal and Adam Lambert will be joining UBS. The team manages approximately USD 1.7 billion in client assets.
Scott and Adam will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Philadelphia office, reporting to Branch Manager Brendan Graham.
“I’m delighted that these two, productive advisors are joining our growing Northeast market,” said John Mathews, Head of UHNW and PWM Americas at UBS Global Wealth Management. “We believe we have the strongest platform for Private Wealth Advisors in the Americas, and with our suite of Ultra-High Net Worth capabilities, advisors like Scott and Adam will be able to deliver the full power of UBS to their clients.”
Scott and Adam will be joined by Max Hine, Relationship Manager, Kendal Glatthorn, Team Business Manager, and Ray Farnesi, Wealth Strategy Associate.
“Scott, Adam and their team bring decades of experience working with Ultra High Net Worth clients and we are pleased to welcome them to UBS,” said Julie Fox, Northeast Private Wealth Market Head at UBS Global Wealth Management. “We are focused on growing our team of productive financial advisors and are confident that Scott, Adam and their talented team will help us expand our Philadelphia market.”
Scott, Adam, Max, Kendal and Ray will be serving out their notice period prior to joining UBS.
Scott has decades of experience in the financial services industry and spent the past 20 years at Goldman Sachs, both in Menlo Park, California and in Philadelphia. He served six years as an Infantry officer in the U.S. Army. He received an MBA from Columbia University and is a graduate of the United States Military Academy.
Adam spent 10 years at Goldman Sachs working as a Private Wealth Advisor in Philadelphia. Previously, he spent five years at Marsh McLennan. He received an MBA from Vanderbilt University and a BBA from the University of Michigan.
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
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