John Hardin has recently joined UBS Private Wealth Management in Miami as a Financial Advisor. He brings with him a wealth of experience and a commitment to serving ultra-high net worth clients and family offices.
Hardin's career began at J.P. Morgan in 2016, where he gained expertise in providing tailored investment strategies and solutions. He holds a Chartered Financial Analyst (CFA®) designation, an MBA from NYU Stern School of Business, and a bachelor's degree in economics from Johns Hopkins University.
Katelyn O'Hara, a Senior Wealth Strategy Associate, has also joined UBS from J.P. Morgan Private Bank. The Integra Partners team at UBS, led by Vicente Del Rio, Brian Beraha, and Horacio Aguirre, has successfully grown its client assets to oversee more than $7.2 billion. Brad Rosenberg, the Greater Miami Market Director at UBS, expressed enthusiasm about the new additions to the team and their commitment to delivering personalized service and solutions for clients.
The integration of Hardin and O'Hara is expected to enhance the firm's capabilities in addressing the complex financial needs of high-net-worth individuals and families. UBS is a leading global wealth manager and the foremost universal bank in Switzerland, with a robust presence in over 50 markets worldwide. The firm aims to help clients achieve their financial objectives through personalized advice and innovative solutions.
UBS's ability to attract top talent like Hardin and O'Hara will play a crucial role in its ongoing success. With a presence in over 50 markets worldwide, UBS is a leading global wealth manager and the foremost universal bank in Switzerland.