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ubs private wealth management expands team in miami with new hires

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.
@YahooFinance
United States Dollar Integra Partners The Goldman Sachs Group, Inc. UBS SA J.P. Morgan Alternatives Advisor Inc. Johns Hopkins University POL USA IRL Brad Rosenberg John Hardin Brian Beraha Katelyn O'Hara Vicente Del Rio Show more
TradFi, Press Release
16:22 18.10.2024

south florida advisory team with 470 million joins ubs from j p morgan

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.
Wealth Management
United States Dollar Credit Suisse Anlagestiftung J.P. Morgan Alternatives Advisor Inc. The Goldman Sachs Group, Inc. UBS SA Brad Rosenberg John Hardin Brian Beraha Katelyn O'Hara Vicente Del Rio Show more
TradFi, News Article
22:10 17.10.2024

John Hardin joins UBS Private Wealth Management as financial advisor in Miami

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.
citybiz
United States Dollar Credit Suisse Anlagestiftung J.P. Morgan Alternatives Advisor Inc. The Goldman Sachs Group, Inc. UBS SA Brad Rosenberg John Hardin Brian Beraha Katelyn O'Hara Vicente Del Rio Show more
TradFi, Press Release
19:41 17.10.2024

ubs enhances southeast presence with new ultra high net worth advisor

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.
@investmentnews
United States Dollar JPMorgan Chase & Co. Merrill Lynch The Goldman Sachs Group, Inc. UBS SA Morgan Stanley POL USA Brad Rosenberg John Hardin Brian Beraha Katelyn O'Hara Vicente Del Rio Show more
TradFi, News Article
17:59 17.10.2024

John Hardin joins UBS Private Wealth Management in Miami office

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.
@YahooFinance
United States Dollar J.P. Morgan Alternatives Advisor Inc. The Goldman Sachs Group, Inc. UBS SA Credit Suisse Anlagestiftung Brian Beraha Brad Rosenberg John Hardin Katelyn O'Hara Vicente Del Rio Show more
TradFi, Press Release
16:36 17.10.2024

John Hardin joins UBS Private Wealth Management in Miami as financial advisor

John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor, alongside Senior Wealth Strategy Associate Katelyn O’Hara. Both professionals bring extensive experience from J.P. Morgan and Goldman Sachs, focusing on ultra-high net worth clients and investment strategies. They will be part of the Integra Partners team, which oversees over $7.2 billion in client assets.
markets.ft.com
United States Dollar Credit Suisse Anlagestiftung J.P. Morgan Alternatives Advisor Inc. The Goldman Sachs Group, Inc. UBS SA Brad Rosenberg John Hardin Brian Beraha Katelyn O'Hara Vicente Del Rio Show more
TradFi, Press Release
16:36 17.10.2024

john hardin and katelyn o'hara join ubs private wealth management in miami

John Hardin has joined UBS Private Wealth Management in Miami as a Financial Advisor, accompanied by Senior Wealth Strategy Associate Katelyn O’Hara. Both professionals bring extensive experience in serving ultra-high net worth clients, with Hardin holding a CFA designation and an MBA from NYU, while O’Hara also holds a CFA and a degree from University College Dublin. They will be part of the Integra Partners team, which has successfully grown its practice to oversee over $7.2 billion in client assets.
@businesswire
United States Dollar Credit Suisse Anlagestiftung J.P. Morgan Alternatives Advisor Inc. The Goldman Sachs Group, Inc. UBS SA CHE POL USA IRL Brad Rosenberg John Hardin Brian Beraha Katelyn O'Hara Vicente Del Rio Show more
TradFi, Press Release
16:36 17.10.2024

john hardin joins ubs private wealth management in miami

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 firm's offerings in the Coral Gables office, contributing to a team that manages over $7.2 billion in client assets.
Morningstar, Inc.
United States Dollar Credit Suisse Anlagestiftung J.P. Morgan Alternatives Advisor Inc. The Goldman Sachs Group, Inc. UBS SA Brad Rosenberg John Hardin Brian Beraha Katelyn O'Hara Vicente Del Rio Show more
TradFi, Press Release
16:36 17.10.2024
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