UBS Makes Three Senior US Wealth Hires

Editorial Staff

16 April 2026

UBS Wealth Management USA yesterday announced leadership appointments and real estate changes in its Southeast Wealth Management region.

Chris Shaw will join as regional market director and managing director for the Southeast Region at the conclusion of his notice period. Reporting to Ben Firestein, head of national sales strategy, field leader and financial advisor development, teaming, retention and recruiting, will work with Julie Fox, Southeast regional director, UBS.

Shaw has more than three decades of experience working in the wealth management sector. Prior to his new role, he worked at Sanctuary Wealth, and before that, he spent 29 years at Morgan Stanley in a variety of management roles, including leading the firm’s financial advisors in Southern New Jersey.

UBS also said that Patricia Cashin has been named senior market director for the Greater Philadelphia area. Cashin joined UBS in 2012 from Merrill Lynch.

In a third appointment, the Swiss bank said Patrick Cook has been named market director for Nashville, Tennessee. Previously, Cook served as associate market executive, supporting branch locations in Tennessee, Georgia, Louisiana, Arkansas, Mississippi and Alabama. He joined UBS in 2021.

In March, as reported here, UBS announced that it has secured clearance to convert its US bank, UBS Bank USA, to a nationally chartered bank.