UBS Wealth Management has welcomed James Kosan from Morgan Stanley to its Riverside, California office, focusing on affluent families. Osaic appointed Kristy Britt as CFO, succeeding Jon Frojen, while Raymond James added four advisors from RBC Capital Markets, managing $1.1 billion in assets. Additionally, Tom Wolf joined Cetera Advisors, launching Apex Wealth Management with $136 million in assets.
James Kosan has joined UBS Wealth Management in Riverside, California, as a financial advisor specializing in comprehensive wealth management solutions for affluent families. With a background at Morgan Stanley and Merrill Lynch, he focuses on family office services, business succession, and retirement planning. Kosan holds a Bachelor of Science in Business Management and is actively involved in community youth development initiatives.
James Kosan has joined UBS Wealth Management in Riverside, California, focusing on comprehensive wealth management for affluent families. With a background at Morgan Stanley and Merrill Lynch, he specializes in family office services, retirement planning, and tax minimization strategies. Kosan holds a Bachelor of Science in Business Management and is a Senior Portfolio Manager, actively involved in community youth development.
James Kosan has joined UBS Wealth Management in Riverside, California, as a financial advisor specializing in comprehensive wealth management for affluent families. With a strong background in Family Office services and life transitions, he brings expertise in complex family strategies, business succession planning, and tax minimization. Kosan holds a Bachelor of Science in Business Management and has previously worked at Morgan Stanley and Merrill Lynch.
James Kosan has joined UBS Wealth Management in Riverside, California, focusing on comprehensive wealth management for affluent families. With a background at Morgan Stanley and Merrill Lynch, he specializes in family office services, retirement planning, and tax minimization strategies. Kosan holds a Bachelor of Science in Business Management and is an advocate for youth development in the community.
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