John Hardin has recently joined UBS Private Wealth Management in Miami as a Financial Advisor. This move is expected to enhance the personalized service and investment strategies offered to ultra-high net worth clients in South Florida.
John Hardin's previous experience includes working at J.P. Morgan, where he focused on serving ultra-high net worth clients and family offices. 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.
Hardin will be based in the Coral Gables office and will work alongside Senior Wealth Strategy Associate Katelyn O'Hara. Katelyn O'Hara, who has spent the last three years at J.P. Morgan Private Bank, has also joined UBS. O'Hara has experience in collaborating with advisors to develop successful business strategies for high-net-worth families and individuals. She has a background in finance and economics and holds the Chartered Financial Analyst (CFA®) designation.
UBS is a leading global wealth manager with a presence in over 50 markets worldwide. The recent acquisition of Credit Suisse has further strengthened its position, managing approximately $5.5 trillion in invested assets. UBS aims to expand its presence in the high-net-worth segment, and the addition of Hardin and O'Hara is expected to enhance the firm's capabilities in managing complex financial portfolios.