People Moves

Former First Republic Advisors Join UBS In Southern California

Editorial Staff June 21, 2023

Former First Republic Advisors Join UBS In Southern California

UBS continues to add teams in California.

UBS has brought in a team of advisors – who previously worked at First Republic Bank – for its “Pacific Desert” market in the La Jolla/San Diego office.

The advisors are Gregg Palmer and Jason Kaimer, of Nautilus Wealth Management Group. They are joined by client service associate Saba Lak.

“This team brings deep experience managing both sides of the balance sheet and they employ tailored investment strategies as well as commercial and personal lending to deliver a broad range of sophisticated solutions to clients,” Justin Frame, market head for the Pacific Desert market at UBS, said. 

Prior to joining UBS, Palmer worked at First Republic for nearly 12 years where he held the titles of managing director and wealth advisor. Before that, he spent 16 years with Wells Fargo working with high net worth families after beginning his financial services career with Nicolas Applegate Capital Management in San Diego. 

Kaimer, who is also joining as a financial advisor, has more than 30 years of experience working in financial services. He spent the past 24 years at First Republic, where he was senior MD who initially spearheaded the firm’s residential construction lending department, before transitioning into private banking and wealth management 

Lak also comes from First Republic Private Bank, where she spent five years as a preferred banker. Before that, she was with Wells Fargo as a personal banker for nearly seven years. 

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes