ubs enhances southeast presence with new ultra high net worth advisor

UBS is strengthening its wealth management capabilities in South Florida by recruiting John Hardin from JPMorgan.

Enhancing Wealth Management in South Florida

Hardin, a seasoned financial advisor, will join UBS's private wealth division in the Coral Gables office. Katelyn O'Hara, a senior wealth strategy associate, will also be joining the team. Both professionals bring experience from their previous roles at JPMorgan, where they focused on ultra-high-net-worth clients and family offices.

This move is part of UBS's strategy to enhance its presence in South Florida's competitive wealth management landscape. UBS aims to attract top talent and provide tailored financial solutions to affluent clients in the region.

Expanding Talent Acquisition

UBS has recently hired James Kosan, who brings nearly two decades of wealth management experience, to its Riverside, California office. The movement of advisors between major financial institutions reflects the ongoing battle for market share in the affluent client segment.

UBS's focus on talent acquisition positions the firm to meet the evolving needs of its clients in the wealth management sector.

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