UBS Private Wealth Management announced today that a six-person Financial Advisor team has joined the firm in Tampa, Florida.
The team offers a broad range of multigenerational wealth management services, including portfolio and investment strategies, corporate and individual retirement and 401(k) planning, liquidity events, succession planning, estate planning, wealth transfer planning and philanthropy.
Combined, they managed approximately $2 billion in assets for ultra-high and high-net-worth individuals and businesses for Bernstein Private Wealth Management. At UBS, the team will continue to serve clients across Florida and Greater Nashville.
The team, made up of five Financial Advisors and one Team Associate includes:
- Jay DeGeare, Managing Director and Financial Advisor
- Matthew Gordon, Managing Director and Financial Advisor
- Chase Williams, CFA®, CAIA®, Financial Advisor
- Joseph E. Jin, CFP®, Financial Advisor
- David K. Ochotorena, CFP®, Financial Advisor
- Brooke Banning, Team Associate
“This experienced team offers the highest level of customized advice to help navigate clients’ financial needs over a lifetime,” said Lane Strumlauf, Southeast Market Head at UBS Private Wealth Management. “We are very excited to have these accomplished, creative people join us in our efforts to achieve our clients’ goals.”
“We are excited to welcome this team to UBS,” said Gregory Kadet, Greater Florida Market Head at UBS Wealth Management USA. “I know that this team will continue to work strategically with the most affluent individuals, families and businesses in the Southeast and internationally. Their approach, centered upon integrity, collaboration and commitment to meeting and exceeding the needs of their clients, is the foundation for their success.”