UBS Hires Private Wealth Management Team in Westlake Village, CA
2024年7月9日 - 7:30PM
ビジネスワイヤ(英語)
UBS Private Wealth Management USA today announced that Joshua
Cummins has joined the firm as a Private Wealth Advisor in the
Westlake Village office. Josh joins the firm’s Los Angeles Private
Wealth Market, led by Market Executive Lauren Gorsche and Market
Director Kate Daniels.
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Joshua Cummins, UBS (Photo: Business
Wire)
“As a highly talented advisor in the Westlake Village area, Josh
works with many of the most successful business owners and families
in the Los Angeles area and across the US,” said Kate Daniels, Los
Angeles Market Director at UBS. “He and his team have deep
expertise in guiding clients through the financial planning process
and we’re excited to welcome them to our team.”
“Josh’s arrival immediately expands our private wealth
management capabilities in the Westlake community,” said Lauren
Gorsche, Market Executive for Southern California PWM. “His
experience and emphasis on client service will be integral to our
focus on ultra-high-net-worth clients in this part of Los
Angeles.”
Cummins Wealth Management at UBS manages over $1.1 billion in
client assets for corporate executives, entrepreneurs, and
successful individuals in the entertainment industry. They focus on
serving the complex needs of ultra-high-net worth clients while
advising on all aspects of goals-based wealth management including
financial planning, asset allocation, and portfolio management.
Josh is a Chartered Financial Analyst®, who brings over 25 years
of wealth management experience to UBS and joins us from Merrill
Lynch. He has been recognized on numerous industry rankings,
including Forbes Best-in-State Wealth Advisors (2023) and Forbes
Best-in-State Wealth Management Teams (2024).
Notes to Editors
About UBS UBS is a leading and truly global wealth
manager and the leading universal bank in Switzerland. It also
provides diversified asset management solutions and focused
investment banking capabilities. With the acquisition of Credit
Suisse, UBS manages 5.5 trillion dollars of invested assets as per
second quarter 2023. UBS helps clients achieve their financial
goals through personalized advice, solutions and products.
Headquartered in Zurich, Switzerland, the firm is operating in more
than 50 markets around the globe. UBS Group shares are listed on
the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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version on businesswire.com: https://www.businesswire.com/news/home/20240709604610/en/
Media: Christina Aquilina Christina.Aquilina@ubs.com
https://www.ubs.com
UBS (NYSE:UBS)
過去 株価チャート
から 7 2024 まで 8 2024
UBS (NYSE:UBS)
過去 株価チャート
から 8 2023 まで 8 2024