$440 million team moves to UBS
MILL VALLEY, Calif.--(BUSINESS WIRE)--Sep. 3, 2019--
Today, UBS Financial Services Inc. announced that James "Jim" Patrick and John D'Amico have joined UBS as Financial Advisors in the firm's Mill Valley office.
Both James and John have a vast experience working with High Net Worth Clients all over the Bay Area. Together, they've generated over $2.7 million in production with over $440 million in assets. They are known in the area for their expertise serving families and individuals and providing wealth management solutions, advice and counsel.
"We are excited to welcome Jim and John to the UBS Mill Valley Family. They are one of the best teams in the Market and fit perfectly into the culture we are building in Marin. We want only the best and that is what we found in this team," said Erin Borger, UBS Market Head for Northern California.
The entire Northern California UBS team is proud to welcome Jim and John to the firm. UBS Advisors are the industry's most productive and as the global leader in wealth management, UBS continues to selectively attract leading high net worth teams across the country.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.
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Source: UBS Financial Services Inc.
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