John Hardin has recently joined UBS Private Wealth Management in Miami as a Financial Advisor. This addition is expected to enhance the services provided to ultra-high net worth clients in the region.
John Hardin will be based in the Coral Gables office and will work alongside Senior Wealth Strategy Associate Katelyn O'Hara. Hardin's career began at J.P. Morgan in 2016, where he gained experience in serving ultra-high net worth clients and family offices. He is known for crafting investment strategies tailored to meet the unique financial needs and goals of his clients. Hardin holds the Chartered Financial Analyst (CFA®) designation and has an MBA from NYU Stern School of Business and a bachelor's degree in economics from Johns Hopkins University.
Katelyn O'Hara has also joined UBS Private Wealth Management in Miami. She has spent the last three years at J.P. Morgan Private Bank, focusing on high-net-worth families and individuals in the Southeast region. O'Hara's previous experience at Goldman Sachs in Warsaw, Poland further enriches her profile as a financial professional. She is also a Chartered Financial Analyst (CFA®) and holds a Bachelor of Science in Economics and Finance from University College Dublin, Ireland.
UBS Private Wealth Management has been experiencing growth since the acquisition of Credit Suisse, positioning the firm as a leading global wealth manager. With over $5.5 trillion in invested assets as of the second quarter of 2023, UBS operates in more than 50 markets worldwide, providing diversified asset management solutions and focused investment banking capabilities.
Brad Rosenberg, the Greater Miami Market Director at UBS Private Wealth Management, is excited about the new additions to the team. He emphasizes the importance of personalized service and solutions in the wealth management sector and believes that Hardin and O'Hara's commitment to these principles will enhance the firm's capabilities in serving high-net-worth clients.
Hardin and O'Hara will be joining Integra Partners, a team of financial advisors at UBS that has demonstrated remarkable success since its inception. Led by Vicente Del Rio, Brian Beraha, and Horacio Aguirre, this team transitioned to UBS in early 2021 from J.P. Morgan Private Bank and currently oversees more than $7.2 billion in client assets. The addition of Hardin and O'Hara is expected to further enhance the capabilities of Integra Partners and contribute to the overall growth of UBS Private Wealth Management in the South Florida market.
UBS's integration of seasoned professionals like Hardin and O'Hara reflects the firm's commitment to adapting to client needs and maintaining its position as a leader in wealth management. Their expertise will play a crucial role in navigating the complexities of investment strategies and financial planning for high-net-worth individuals and families.