James Kosan has joined UBS Wealth Management in Riverside, California, expanding the financial advisory team. With over a decade of experience in the financial services industry, Kosan brings expertise in comprehensive wealth management solutions for affluent families.
His skills include Family Office services, navigating life transitions, business succession planning, inheritance planning, trust review and design, and tax minimization strategies.
Kosan holds a Bachelor of Science degree in Business Management from California State Polytechnic University, Pomona, and has professional credentials including Series 7 and 66 securities licenses, as well as a Senior Portfolio Manager designation.
His arrival at UBS is seen as strategically important in enhancing the firm's capabilities in wealth management, particularly in the affluent market segment. Kosan's focus will be on delivering tailored wealth management solutions for affluent families, with a specialization in Family Office services. He aims to create custom portfolios that align with clients' retirement planning and personal financial goals.
Kosan is also involved in community service and has personal interests in restoring classic cars and engaging in high-adventure outdoor activities.
UBS sees the addition of experienced professionals like Kosan as a strategic move in providing personalized advice and solutions in the wealth management sector.