People Moves
Who’s Moving Where In Wealth Management? – UBS
The latest senior moves in the North American wealth management sector.
UBS
This week UBS Wealth
Management USA appointed Michael Nazarian as a financial
advisor and managing director at UBS in Sherman Oaks, California.
Nazarian has over 20 years of experience providing families and business owners with investment, liability management, risk management and estate planning services, the firm said in a statement.
Prior to joining UBS, he spent 14 years as a financial advisor at Wells Fargo. Previously, he worked at Citi Smith Barney after starting his career in real estate.
Welcoming him to the firm, Jim Kottoor, Greater Los Angeles market head at UBS Wealth Management USA, said: “His expertise in serving the needs of high net worth individuals will be of great value to our continued growth in the San Fernando Valley area.”
Jaspreet Puri, branch manager at Sherman Oaks and Bakersfield at UBS Wealth Management USA, added: “He is dedicated to helping clients build, manage, preserve and transition their wealth. He brings over 20 years of financial services experience to our rapidly growing Sherman Oaks branch.”
Swiss bank UBS has offices in more than 50 regions and locations across the world, with shares listed on the SIX Swiss Exchange and the New York Stock Exchange.
