UBS AG upgraded by Kepler

UBS Wealth Management USA today announced that Ryann Kilgore has been appointed Market Executive for the firm's Greater New England Wealth Management Market. Ryann brings nearly 20 years of wealth management experience to the role. She will be based in the Hartford, Connecticut office, and will oversee the firm's financial advisors and market leadership in New York State, Coastal New England, Northern New England and Western Pennsylvania. Ryann's primary responsibilities will also include expanding the firm's business activities in Greater New England, recruiting new financial advisors and coaching team members to maximize performance. "We are thrilled to have Ryann lead the Greater New E

James V. Carideo brings more than 30 years of domestic and international wealth management experience to role, most recently serving as market director in Portland, Oregon UBS Wealth Management today announced that James (Jim) V. Carideo has been appointed Market Director for the firm's San Diego offices, effective January 1, 2024. He will be based in the downtown San Diego office and will oversee financial advisors and support staff in San Diego and additional branches in Rancho Bernardo and Carmel Valley. Jim Carideo has been with UBS for nearly 13 years, most recently serving as Market Director in Portland, Oregon. In that role, Jim oversaw all aspects of the wealth management busine

UBS Private Wealth Management announced today that Mandy Ho has joined the firm in Bellevue, WA. She joins The Matthews Group at UBS, a 19-person, highly experienced team with a practice based on serving clients with dedication and excellence, as a Relationship Manager. In her new role, Mandy will work closely with ultra-high net worth clients in managing their investments and providing strategic planning advice. "We're thrilled to welcome Mandy to UBS," said Todd Locicero, Market Executive, UBS Private Wealth Management. "Her industry experience and long-standing dedication to clients will be a great addition to our business, and we look forward to having her help us continue to expand o

UBS announced today its collaboration with Engle Volatility Consulting LLC ("Engle Consulting"), the research principal of which is Nobel Laureate Dr. Robert F. Engle, on a methodology for a series of volatility controlled indices. The series uses rules-based systematic investment strategies that aim to provide enhanced exposure to various underlying assets using a novel forward-looking intraday volatility forecasting methodology developed with Dr. Engle. The first of the index series will aim at improving the risk-return profile of major benchmark equity indices in order to serve the increasing demand in retirement products and help investors achieve their financial goals. Ghali El-Bou

UBS Wealth Management US announced today that financial advisor team Montage Financial Group has been named to the Forbes America's Top Wealth Management Teams Private Wealth list for 2024. The team ranked #34 in the nation and is led by Private Wealth Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller and Jeff Nemechek. "These talented and hardworking advisors have a deep commitment to providing best-in-class, holistic wealth management guidance," said Michael Gatewood, Midwest Market Executive. "This recognition speaks to the team's unique abilities to advise ultra-high net worth and high net worth clients on a wide range of financial and investment matters. I am prou

UBS Wealth Management USA recently announced key organizational changes, including moving its field management structure from two national divisions to four regions. This new alignment empowers UBS's field leaders through faster decision-making, enhanced responsiveness to client needs, and greater connectivity with the firm's full client offering. We are pleased to announce that Julie Fox has been appointed Regional Director for the Southeast. The Southeast Region will be led by the following Market Executives, all of whom will report to Julie: Brendan Graham has been appointed Mid-Atlantic Market Executive. He will be responsible for overseeing the firm's financial advisors in Penns