UBS Wealth Management has appointed Ryan Lurie as the new leader for its Arizona offices.
Ryan Lurie, who holds the Accredited Portfolio Management Advisor (APMA) designation, will be based in the Scottsdale office and will oversee the financial advisors and support staff in both Phoenix and Scottsdale. He will report directly to Justin Frame, the UBS Market Executive for the Pacific Desert market.
Lurie's role will involve managing client accounts and driving the growth of UBS's wealth management business in Arizona. He will focus on expanding UBS's business activities in the state, including recruiting new advisors and coaching existing team members. Lurie's extensive experience in the financial sector, particularly his time at Ameriprise in Phoenix, positions him well for this role.
Lurie has deep connections within the Arizona community, having lived in the area for over a decade. He has a Bachelor of Science Degree in Business Administration from the University of Florida and began his finance career with Merrill Lynch in Florida. Lurie is also known for his community involvement, including serving on the Lee County School Board financial committee and supporting charitable initiatives.
UBS is a leading global wealth manager and universal bank in Switzerland, with a significant presence in over 50 markets worldwide. The firm recently acquired Credit Suisse and manages $5.7 trillion in invested assets. UBS aims to expand its wealth management services in key markets like Arizona by appointing local leaders like Lurie. This strategic focus reflects a broader trend in the financial industry. UBS's decision to appoint Lurie underscores its commitment to fostering local talent and building relationships within the community.
With Lurie leading the Arizona operations, UBS is poised to strengthen its market position and enhance its service offerings in the state.