UBS names Lisa Golia as head of US wealth adviser team – report

UBS has appointed Lisa Golia to pb its US wealthiness absorption advisers successful the field, effectual 1 March, according to a Reuters report.

Golia steps into this relation aft 2 years arsenic main operating serviceman for the division.

Her responsibilities volition see oversight of leadership, recruitment, retention, and compensation, the quality bureau said citing an interior memo.

Prior to joining UBS, Golia worked astatine Morgan Stanley for implicit 20 years.

Golia is acceptable to study to Mike Camacho, caput of US wealthiness absorption astatine UBS.

Camacho volition present ore connected strategical projects specified arsenic processing the UBS US bank, which has secured conditional regulatory approval, arsenic good arsenic expanding concern crossed divisions and creating caller products for high-net-worth clients.

UBS Las Vegas backstage wealthiness advisor Michael Chudd commented: "Every section is warring for backing to bash much - Lisa is adjuvant successful trying to prioritise wherever the wealth needs to beryllium spent," mentioning efforts similar exertion concern for advisers.

The enactment reshuffle includes respective different moves. John Vander Zee volition win Golia arsenic main operating officer.

Ben Firestein, different erstwhile Morgan Stanley executive, has been appointed caput of nationalist sales, tract person and fiscal advisor improvement and recruiting, reporting to Golia.

His absorption volition beryllium connected advisor recruitment and development.

Additionally, determination directors Chris DiMuria, Julie Fox, Rick Gonzalez, Lauren Gorsche, and Jon Ramey volition study to Golia nether the updated structure.

Other executives reporting to her are John Mathews (private wealthiness management), Bill Carroll (high-net-worth strategy), and Len Golub (Wealth Advice Center).

"UBS names Lisa Golia arsenic caput of US wealthiness advisor squad – report" was primitively created and published by Private Banker International, a GlobalData owned brand.

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