UBS's Swett Wealth Management Group Expands
UBS Group AG Registered Ordinary Shares (UBS)
US:NYSE Investor Relations:
ubs.com/global/en/about_ubs/investor_relations.html
Company Research
Source: Business Wire
BOSTON--(BUSINESS WIRE)-- The Boston Branch of UBS Financial Services Inc. is proud to announce the expansion of one of their top teams, The Swett Wealth Management Group. The team oversees $700 million in client assets from their downtown Boston office, and today announced that they will be expanding to bring on three new team members. The team welcomes two established Financial Advisors, Steven Rossi and David Nash, as well as one Registered Client Service Associate, Deborah Masiello. All of whom are current employees of UBS and were internally recruited by the team's Managing Director, Jeffrey Swett. "We saw an opportunity to continue growth by partnering with individuals whose work ethic and reputation for putting clients first fits perfectly with our core values as a team," said Jeffrey Swett, Managing Director of The Swett Wealth Management Group at UBS. "We welcome Steven, David and Debora
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Sec Filings
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- 4/2/24 - Form IRANNOTICE
- 3/28/24 - Form 6-K
- UBS's page on the SEC website