UBS Wealth Management has welcomed James Kosan to its Riverside, California office, which will enhance its advisory team.
Kosan brings 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 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 holds a Bachelor of Science degree in Business Management from California State Polytechnic University, Pomona, and has Series 7 and 66 securities licenses. He is also a Senior Portfolio Manager.
Kosan is actively involved in community groups focused on youth development.
Outside of work, he enjoys restoring classic cars and engaging in outdoor activities.
UBS is a leading global wealth manager and the foremost universal bank in Switzerland, operating in over 50 markets worldwide. Following its acquisition of Credit Suisse, UBS manages $5.7 trillion in invested assets. The firm is committed to helping clients achieve their financial goals through personalized advice and innovative solutions. UBS aims to cater to the unique needs of its affluent clientele by focusing on personalized wealth management strategies. The addition of experienced advisors like Kosan strengthens UBS's service offerings and reinforces its position as a trusted partner in wealth management.