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José García has joined UBS Wealth Management in Miami as a financial advisor, becoming part of the VPHN Wealth Partners team. Previously a senior investment manager at Wells Fargo, he managed over $500 million in client assets and has extensive experience in wealth management. García holds a Finance degree from Florida International University and an MBA from the University of Florida.
Jose Garcia has joined UBS Wealth Management in Miami as a Financial Advisor, enhancing the VPHN Wealth Partners team. Previously a Senior Investment Manager at Wells Fargo, he managed over $500 million in client assets and has extensive experience in wealth management. Garcia holds degrees from Florida International University and the University of Florida, and is actively involved in community organizations.
Jose Garcia has joined UBS Wealth Management in Miami as a Financial Advisor, enhancing the VPHN Wealth Partners team. Previously a Senior Investment Manager at Wells Fargo, he managed over $500 million in client assets and has extensive experience in wealth management. Garcia holds degrees from Florida International University and the University of Florida, and is actively involved in community initiatives.
Jose Garcia has joined UBS Wealth Management in Miami as a Financial Advisor, enhancing the VPHN Wealth Partners team. Previously a Senior Investment Manager at Wells Fargo, he managed over $500 million in client assets and has extensive experience in wealth management. Garcia holds degrees from Florida International University and the University of Florida, and is actively involved in community organizations.
UBS is pursuing an expansion of its US banking license to enhance its ability to offer loans and accept deposits nationwide, viewing the US market as vital for growth. Following the acquisition of Credit Suisse, the bank aims to attract high-net-worth clients through its strengthened investment banking division. UBS plans to acquire a US wealth management firm post-integration of Credit Suisse, as it faces significant competition in the US wealth management sector.
UBS Private Wealth Management has expanded its Miami team by hiring John Hardin as a financial adviser and Katelyn O'Hara as a senior wealth strategy associate. Both professionals bring extensive experience from JPMorgan and Goldman Sachs, focusing on ultra-high net worth clients. They will join the Integra Partners team, which manages approximately $7.2 billion in client assets.
A South Florida advisory team managing over $470 million in assets has transitioned to UBS Private Wealth Management from J.P. Morgan. John Hardin and Katelyn O’Hara will join the Miami office, enhancing UBS's commitment to personalized service for ultra-high-net-worth clients. They will integrate into the Integra Partners team, which has grown its assets to over $7.2 billion since its own move from J.P. Morgan in 2021.
John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor, bringing extensive experience from J.P. Morgan, where he focused on ultra-high net worth clients. He is accompanied by Senior Wealth Strategy Associate Katelyn O’Hara, who also transitioned from J.P. Morgan. Together, they will enhance the capabilities of the Integra Partners team, which manages over $7.2 billion in client assets.
UBS has strengthened its private wealth division in South Florida by hiring John Hardin from JPMorgan, along with senior wealth strategy associate Katelyn O’Hara. Both will join the $7.2 billion Integra Partners team in Coral Gables, enhancing UBS's commitment to ultra-high-net-worth clients.
John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor, bringing extensive experience from J.P. Morgan, where he focused on ultra-high net worth clients. He is accompanied by Senior Wealth Strategy Associate Katelyn O’Hara, who also has a background in high-net-worth services. Together, they will enhance the capabilities of the Integra Partners team, which manages over $7.2 billion in client assets.
Brad Rosenberg
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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