News

UBS Wealth Management USA names David Schachter Managing Director in Los Angeles, citing his dedication to exceptional wealth management advice & client service.
LOS ANGELES, April 22, 2025--(BUSINESS WIRE)--UBS Wealth Management US today announced ... UBS business designation, a selective program unique to UBS that demonstrates his expertise providing ...
Elsewhere, Raymond James adds two advisors from Edward Jones and LPL, forming an LGBTQ+ focused practice in New Hampshire.
UBS Wealth Management US today announced that Shahan ... Shahan is joined by Client Service Associate Jennifer Argento-Khashabi. They join the UBS Walnut Creek office, managed by Market Director ...
UBS Wealth Management US today announced that Shahan Avakian has joined the firm as a Financial Advisor. His team specializes in managing investments for non-profit organizations and homeowners' ...
--(BUSINESS WIRE)--UBS Wealth Management US today announced that ... Shahan is joined by Client Service Associate Jennifer Argento-Khashabi. They join the UBS Walnut Creek office, managed by ...
April 28, 2025--(BUSINESS WIRE)--UBS Wealth Management US today announced that Shahan Avakian ... Shahan is joined by Client Service Associate Jennifer Argento-Khashabi. They join the UBS Walnut Creek ...
1280 Financial Partners, which manages roughly $2 billion in assets for high-net-worth clients and institutions, has traded its UBS employee status to go independent with Sanctuary Wealth as a ...
LOS ANGELES, April 22, 2025--(BUSINESS WIRE)--UBS Wealth Management US today announced that David Schachter ... UBS business designation, a selective program unique to UBS that demonstrates his ...