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UBS Wealth Management USA Hires Market Administrative Officer Lynn Hunter in San Diego

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UBS has appointed Lynn Hunter as the new Market Administrative Officer for its San Diego branches. Hunter will lead business administration, financial management, and talent development across eight locations. Her experience with Morgan Stanley and Wells Fargo equips her for overseeing strategic planning and operational management. As part of the senior leadership team, she aims to enhance the client experience for High Net Worth families and business owners. Hunter's focus on coaching and collaboration is expected to strengthen the team's performance in delivering client services.

Positive
  • Lynn Hunter brings extensive experience from Morgan Stanley and Wells Fargo, likely enhancing operational efficiency.
  • Hunter's focus on talent development and digital adaptation is expected to improve team performance and client engagement.
Negative
  • Transitioning to a new leadership might pose risks related to continuity and familiarity with existing processes.

UBS announced today the hire of Lynn Hunter, an experienced Market Administrative Officer who will lead business administration, financial management, talent development and operations across eight UBS branches in San Diego. Hunter will focus on leading and mentoring operational and administrative teams within the market to deliver a compelling client experience for High Net Worth and Ultra-High Net Worth families, business owners, endowments, and foundations served by these teams.

As a member of the senior leadership team within UBS’s San Diego market, Hunter’s role involves oversight of overall cost and organizational management, as well as strategic planning for the market as a whole. She oversees talent development for the market through coaching, mentoring, and modeling forward-thinking behaviors that craft powerful client and employee experiences.

“Lynn is a great asset to our market. She has the experience and strategic knowledge we need in this role and knows how to build collaboration and consensus,” said Chris Marsh, San Diego Market Head at UBS Wealth Management USA. “As she is also very comfortable in the digital world, Lynn enjoys helping others move forward with new technologies, demonstrating how to use them to manage interpersonal relationships, while at the same time respecting the roots and traditions of the service business. We are happy to welcome her to the team.”

Hunter’s prior experiences as Vice President and Business Service Manager with Morgan Stanley and as Vice President and Business Initiatives Manager for California with Wells Fargo Private Bank have well-prepared her for this role. She has worked with multiple business lines to develop collaboration among teams, bringing in specialists as needed to fulfill full balance sheet needs. A relationship-driven manager, she believes strongly in coaching people to find their strengths, giving them challenges and opportunities to grow, and mentoring them in their new roles. Hunter earned a Bachelor of Arts degree in Political Science from the University of California, San Diego, and holds FINRA Series licenses 7, 9, 10, 66; NFA Series 3; and California Insurance License #0D05717.

Notes to Editors

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.

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

FAQ

Who is Lynn Hunter and what is her role at UBS?

Lynn Hunter is the new Market Administrative Officer at UBS, responsible for overseeing business administration and talent development across eight branches in San Diego.

What is the significance of Lynn Hunter's appointment at UBS?

Her appointment is aimed at enhancing operational management and client service delivery for High Net Worth families in San Diego.

What prior experience does Lynn Hunter have?

Hunter previously worked as Vice President and Business Service Manager at Morgan Stanley and Vice President for Wells Fargo Private Bank.

How will Lynn Hunter impact UBS's operations in San Diego?

Hunter is expected to improve team collaboration and client experiences through her focus on mentoring and strategic planning.

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