Print this article

Who's Moving Where In Wealth Management? – UBS

Editorial Staff

20 March 2024

UBS Wealth Management USA, part of UBS, has appointed Steve Nassau as a senior advisor and Kristin Landis as a senior registered associate, respectively. 

They are located in UBS’s Orange County/Irvine office, which is part of the UBS Pacific Desert Market.

Nassau, who has more than four decades of experience working in the wealth management industry, is joining from Morgan Stanley where he spent over 30 years as a financial advisor. 

Landis, who worked for more than a decade at Morgan Stanley as a senior registered client associate, began her wealth sector career in 2004 at Smith Barney.