James Kosan has joined UBS Wealth Management in Riverside, California, bringing extensive experience in delivering comprehensive wealth management solutions, particularly for affluent families.
His expertise includes Family Office services, life transitions, and the management of complex family and business strategies. Prior to joining UBS, Kosan worked as a financial advisor at Morgan Stanley and Merrill Lynch.
Pat Lizza, Market Director for UBS's Inland Empire offices, expressed excitement about Kosan's arrival, highlighting his knowledge of key asset classes and retirement planning. Kosan's approach to wealth management is client-centric, focusing on designing custom portfolios that align with clients' retirement planning and financial goals.
He holds a Bachelor of Science degree in Business Management from California State Polytechnic University, Pomona, and has earned professional qualifications and licenses in the field.
Kosan is also involved in community service and has personal interests in restoring classic cars and engaging in outdoor activities.
UBS is a leading global wealth manager with a strong presence in over 50 markets worldwide. The firm recently acquired Credit Suisse and manages a significant amount of invested assets. UBS is committed to providing personalized advice, solutions, and products to help clients achieve their financial goals. The role of wealth management advisors is becoming increasingly critical as clients seek comprehensive solutions for their financial needs. UBS is adapting to changes in the financial landscape and remains dedicated to delivering exceptional service and support to its clients.