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, 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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