UBS Private Wealth Management Hires Zachary Sobel in Palm Beach Gardens
UBS Private Wealth Management has announced the hiring of Financial Advisor Zachary Sobel in Palm Beach Gardens, Florida. Sobel and his team, who manage over $400 million in client assets, join UBS's Florida Market under Market Executive Lane Strumlauf and Regional Director Julie Fox.
Sobel brings over two decades of experience in financial services, joining from Morgan Stanley where he spent more than 10 years. Previously, he worked at Merrill Lynch and began his career as an institutional trader. He holds an MBA from the University of North Carolina at Chapel Hill and a BBA from the University of Wisconsin-Madison. Sobel was named to the 2024 Forbes Best-in-State Wealth Advisors list. Senior Client Service Associate Amy Tamblyn joins him in the transition.
UBS Private Wealth Management ha annunciato l'assunzione del Consulente Finanziario Zachary Sobel a Palm Beach Gardens, Florida. Sobel e il suo team, che gestiscono oltre $400 milioni in asset dei clienti, si uniscono al mercato della Florida di UBS sotto la direzione del Market Executive Lane Strumlauf e del Direttore Regionale Julie Fox.
Sobel porta con sé oltre due decenni di esperienza nei servizi finanziari, provenendo da Morgan Stanley, dove ha trascorso più di 10 anni. In precedenza, ha lavorato presso Merrill Lynch e ha iniziato la sua carriera come trader istituzionale. Possiede un MBA presso l'Università della Carolina del Nord a Chapel Hill e un BBA presso l'Università del Wisconsin-Madison. Sobel è stato inserito nella lista dei 2024 Forbes Best-in-State Wealth Advisors. L'Associato Senior per il Servizio Clienti Amy Tamblyn lo accompagna nella transizione.
UBS Private Wealth Management ha anunciado la contratación del Asesor Financiero Zachary Sobel en Palm Beach Gardens, Florida. Sobel y su equipo, que gestionan más de $400 millones en activos de clientes, se unen al mercado de Florida de UBS bajo la dirección del Market Executive Lane Strumlauf y la Directora Regional Julie Fox.
Sobel aporta más de dos décadas de experiencia en servicios financieros, llegando de Morgan Stanley, donde pasó más de 10 años. Anteriormente, trabajó en Merrill Lynch y comenzó su carrera como operador institucional. Tiene un MBA de la Universidad de Carolina del Norte en Chapel Hill y un BBA de la Universidad de Wisconsin-Madison. Sobel fue nombrado en la lista de 2024 Forbes Best-in-State Wealth Advisors. La Asociada Senior de Servicio al Cliente Amy Tamblyn se une a él en la transición.
UBS 프라이빗 웰스 매니지먼트는 플로리다주 팜비치 가든스에서 재정 상담사 자카리 소벨을 채용했다고 발표했습니다. 소벨과 그의 팀은 고객 자산을 4억 달러 이상 관리하며, UBS 플로리다 시장의 시장 책임자인 레인 스트럼라우프와 지역 책임자인 줄리 폭스 아래에서 활동하게 됩니다.
소벨은 20년 이상의 금융 서비스 경험을 가지고 있으며, 모건 스탠리에서 10년 이상 근무한 후 합류했습니다. 그 이전에는 메릴 린치에서 일했으며, 기관 거래자로 경력을 시작했습니다. 그는 노스캐롤라이나 대학교 채플 힐에서 MBA를, 위스콘신 대학교 매디슨에서 BBA를 취득했습니다. 소벨은 2024 포브스 주 최고의 자산 관리사 목록에 이름을 올렸습니다. 고객 서비스 수석 어소시에이트인 에이미 탐블린이 그와 함께 전환합니다.
UBS Private Wealth Management a annoncé l'embauche du conseiller financier Zachary Sobel à Palm Beach Gardens, en Floride. Sobel et son équipe, qui gèrent plus de 400 millions de dollars d'actifs clients, rejoignent le marché floridien d'UBS sous la direction du Market Executive Lane Strumlauf et de la Directrice Régionale Julie Fox.
Sobel apporte plus de deux décennies d'expérience dans les services financiers, venant de Morgan Stanley, où il a passé plus de 10 ans. Auparavant, il a travaillé chez Merrill Lynch et a commencé sa carrière en tant que trader institutionnel. Il détient un MBA de l'Université de Caroline du Nord à Chapel Hill et un BBA de l'Université du Wisconsin-Madison. Sobel a été nommé sur la liste des 2024 Forbes Best-in-State Wealth Advisors. L'associée senior du service client, Amy Tamblyn, l'accompagne dans cette transition.
UBS Private Wealth Management hat die Einstellung des Finanzberaters Zachary Sobel in Palm Beach Gardens, Florida, bekannt gegeben. Sobel und sein Team, die über 400 Millionen Dollar an Kundenvermögen verwalten, treten dem Florida-Markt von UBS unter dem Market Executive Lane Strumlauf und der Regionaldirektorin Julie Fox bei.
Sobel bringt über zwei Jahrzehnte Erfahrung im Finanzdienstleistungssektor mit, nachdem er über 10 Jahre bei Morgan Stanley tätig war. Zuvor arbeitete er bei Merrill Lynch und begann seine Karriere als institutioneller Händler. Er hat einen MBA von der University of North Carolina in Chapel Hill und einen BBA von der University of Wisconsin-Madison. Sobel wurde in die Liste der 2024 Forbes Best-in-State Wealth Advisors aufgenommen. Die Senior Client Service Associate Amy Tamblyn begleitet ihn bei der Übergabe.
- Addition of experienced advisor managing $400M in client assets
- Strategic expansion in key South Florida market
- Advisor recognized in 2024 Forbes Best-in-State list
- None.
Zachary and his team, which manage over
“Zach is a talented advisor with decades of experience providing high net worth clients with bespoke financial services,” said Lane Strumlauf, Florida Market Executive at UBS. “Our South Florida business has grown significantly in recent years and we are very excited to welcome Zach and his team to UBS.”
“Zach’s impressive industry experience will be an asset for our business, as we expand our talent base in key
Zachary Sobel brings over two decades of experience in financial services to UBS. He joins from Morgan Stanley, where he spent over a decade advising individuals, business owners and families on financial planning and investment matters. Before Morgan Stanley, he was a financial advisor at Merrill Lynch. He began his career as an institutional trader before entering the wealth management industry. He holds an MBA from the University of
Joining Zachary is Senior Client Service Associate Amy Tamblyn.
Notes to Editors
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Source: UBS Private Wealth Management
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