John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor. He brings extensive experience in serving ultra-high net worth clients and family offices, with a focus on crafting personalized investment strategies.
Katelyn O'Hara, a Senior Wealth Strategy Associate, has also joined the team, transitioning from J.P. Morgan where she worked with high-net-worth families and individuals. The addition of Hardin and O'Hara is expected to enhance UBS's capabilities in managing and growing client assets.
UBS Private Wealth Management in Miami, led by Brad Rosenberg, is poised to benefit from their skills and dedication to delivering personalized service and solutions.
Hardin's career began at J.P. Morgan in 2016, where he gained expertise in wealth management. He 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.
O'Hara has a strong track record in collaborating with advisors to build successful business strategies and has worked internationally at Goldman Sachs. She is also a CFA® charterholder and holds a Bachelor of Science in Economics and Finance from University College Dublin.
UBS is a leading global wealth manager with a presence in over 50 markets worldwide. The firm has expanded its asset management capabilities, managing approximately $5.5 trillion in invested assets. The integration of Hardin and O'Hara into the UBS Miami team aligns with the firm's commitment to providing exceptional service to its clients. UBS recognizes the importance of personalized wealth management solutions and aims to deliver tailored solutions that align with clients' unique financial situations.