UBS Private Wealth Management has expanded its presence in South Florida by hiring John Hardin and Katelyn O'Hara as financial advisers.
The Integra Partners team, led by Vicente Del Rio, Brian Beraha, and Horacio Aguirre, has successfully transitioned from J.P. Morgan Private Bank to UBS and currently manages approximately $7.2 billion in client assets.
John Hardin brings experience in working with ultra-high net worth clients and holds the 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 has a background in wealth management, having worked at JPMorgan Private Bank and Goldman Sachs. She is also a CFA charterholder and holds a Bachelor of Science in Economics and Finance from University College Dublin.
Brad Rosenberg, the greater Miami market director at UBS Private Wealth Management, expressed enthusiasm about the new hires and UBS's commitment to delivering personalized service to clients. UBS aims to strengthen its foothold in the Miami area and position itself as a leader in wealth management services.
The wealth management sector in Miami is highly competitive, and UBS's strategic hires reflect the industry's focus on client-centric approaches and attracting top talent.
Overall, UBS's expansion in Miami through the hiring of John Hardin and Katelyn O'Hara demonstrates its commitment to growth and excellence in private wealth management.