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UBS has appointed Lin Reynolds as a Private Wealth Advisor in its Manhattan office, where she will focus on advising ultra-high-net-worth clients on asset allocation, investment strategies, and wealth transfer. Previously an Executive Director at J.P. Morgan Private Bank, Reynolds brings over nine years of experience in wealth management and is fluent in Mandarin. She holds a BA in Sociology and Economics from Lake Forest College and a Master's in Economics from American University.
UBS Wealth Management US has promoted Private Wealth Advisor Peter Dorfman and Financial Advisor Mike Carr to Managing Director – Wealth Management, recognizing their dedication to exceptional client service. With over 60 years of combined experience, they lead the Zelniker Dorfman Carr & Heritage Group, serving high-net-worth clients, including professional athletes. Their achievements include multiple accolades on Forbes' Best-in-State lists and contributions to the financial futures of clients through personalized advice and solutions.
Jason L. Zachter has joined UBS Wealth Management in New York City as a Managing Director and Financial Advisor, bringing over a decade of experience in wealth management. He focuses on serving business owners, attorneys, and corporate executives, emphasizing goal-based strategies that align financial plans with clients' life ambitions. Outside of work, Zachter is actively involved in philanthropy and community service.
Kellie Brady
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