{
}
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
People
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs appoints lin reynolds as private wealth advisor in manhattan market
14:21 14.03.2025
ubs advisors honored with managing director titles for wealth management excellence
16:00 03.03.2025
Jason L Zachter joins UBS as managing director in New York City
16:00 21.11.2024
Trending
Subcategory
Corporate News
Industry Trends
Central Banks and Digital Currencies
Cryptocurrency Trends
Fintech Startups
Industry Mergers & Acquisitions
Startups & Entrepreneurship
AI Innovations
Emerging Startups
Funding Rounds & Investments
Countries:
Companies:
Tencent Music Entertainment Group
Sony Music Entertainment COMPANY
Alphabet Inc.
Microsoft Corporation Corp.
Oracle Corporation
Softbank Group Corp.
Currencies:
People: