UBS Wealth Management has welcomed James Kosan to its Riverside, California office. Kosan brings a wealth of experience in working with affluent families, focusing on Family Office services and life transitions.
His expertise includes managing complex family strategies, business succession planning, inheritance planning, trust review and design, and tax minimization strategies.
This strategic move is expected to enhance UBS's offerings in the Inland Empire region for high-net-worth clients.
Kosan has a strong knowledge of key asset classes and retirement planning.
He holds a Bachelor of Science degree in Business Management from California State Polytechnic University, Pomona, and has earned a Senior Portfolio Manager designation.
UBS is a leading global wealth manager with a presence in over 50 markets worldwide.
The firm recently acquired Credit Suisse and manages $5.7 trillion in invested assets.
UBS is committed to providing personalized advice and tailored solutions to help clients achieve their financial goals.