The latest senior moves in asset and wealth management from across the US.
UBS has hired Lynn Hunter, a market administrative officer to lead business administration, financial management, talent development and operations across eight UBS branches in San Diego, California.
Hunter will focus on leading and mentoring operational and administrative teams within the market serving high net worth and ultra-HNW clients, business owners, endowments, and foundations.
“Lynn is a great asset to our market. She has the experience and strategic knowledge we need in this role and knows how to build collaboration and consensus,” Chris Marsh, San Diego market head at UBS Wealth Management USA, said.
Hunter has experience as vice president and business service manager with Morgan Stanley and as VP and business initiatives manager for California with Wells Fargo Private Bank. Hunter earned a bachelor of arts degree in political science from the University of California, San Diego, and holds FINRA Series licenses 7, 9, 10, 66; NFA Series 3; and California Insurance License #0D05717.