UBS Wealth Management USA recently announced key changes to its organizational structure, including the transition of its field management model from two national divisions to four regions.
The new structure allows UBS field leaders to make faster decisions, better respond to client needs, and be more connected to the firm’s comprehensive offering, according to the firm’s statement.
Julie Fox has been appointed as regional director for the southeast, and the four new divisions, which will report directly to Fox, will be led by Brendan Graham, Jake Shine, Greg Achten, and Lane Strumlauf.
The four representatives will be distributed as follows:
- Brendan Graham has been named market head for the Mid-Atlantic. He will be responsible for overseeing the firm’s financial advisors in Pennsylvania, southern New Jersey, Washington, D.C., and Maryland (Baltimore and Hunt Valley).
- Jake Shine has been named market head for the South Atlantic. He will oversee financial advisors in Maryland (Bethesda), Virginia, North Carolina, and South Carolina.
- Greg Achten has been named market head for the South. He will oversee financial advisors in Georgia, Tennessee, Arkansas, Mississippi, Alabama, and Louisiana.
- Lane Strumlauf has been named market head for Florida. He will be responsible for overseeing financial advisors in Florida.
“Our wealth management business in the United States has strong momentum, and thanks to the hard work of our teams, we have a solid foundation to drive our next phase of growth,” said Fox.
The southeast region, which has experienced a significant increase in wealth in recent years, includes some of the fastest-growing wealth hubs in the country, such as Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples, and Tampa, among others.
The new leadership in these key markets will help advisors access important resources to better serve clients and leverage the strong global wealth management platform of UBS.
