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NEW YORK–(Small business WIRE)–Jan 21, 2021–
UBS Wealth Management United states announced today that Louis Eco-friendly has joined the organization as a Economical Advisor in the 1285 Avenue of the Americas department business office in New York.
Louis has invested 23 years in the wealth administration market obtaining most lately labored as a Senior Wealth Advisor at PNC Wealth Management and as an Expenditure Advisor at Deutsche Lender Non-public Prosperity Administration. Louis operates closely with his clientele to build portfolios that fulfill their long-term financial aims by combining retirement and estate preparing, personal banking and dollars circulation examination. He makes use of tax mitigation methods and incorporates important behavioral classes he has uncovered from latest financial crises in his work.
“On behalf of UBS, we enthusiastically welcome Louis to the organization,” explained John Decker, 1285 Avenue of the Americas Current market Head at UBS Prosperity Management United states of america. “His skills and organic talent make him a terrific addition to the team and we glance forward to functioning with Louis to assist convey UBS’s global breadth and scale to our clientele.”
Louis has an MBA from the Zicklin University of Enterprise at Baruch College or university, and a BA from St. Francis College or university. He has gained the Chartered Economic Analyst, Licensed Money Planner, Certified Personal Prosperity Advisor and the Chartered Alternate Analyst designations. Louis has also accomplished course work at the Yale University of Management and the Kellogg Faculty of Management at Northwestern College. He holds his Collection 7, 63, and 65 licenses.
In his nearby neighborhood, Louis is on the board of the Brooklyn City Garden University and serves as a mentor to a current high school graduate, as aspect of its iMentor system. In his spare time, Louis loves to read through and journey. He is the father of a 12 year old son and resides in Brooklyn, NY.
Notes to Editors
About UBS International Wealth Management
As the world’s greatest prosperity supervisor, UBS World-wide Wealth Management gives thorough tips, solutions and services to wealthy people and men and women all around the planet. Shoppers who do the job with UBS advantage from a thoroughly built-in established of wealth administration abilities and expertise, such as prosperity scheduling, expenditure management, capital markets, banking, lending and institutional and company monetary suggestions.
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Make contact with: Laura Hastings
+1 212 882-5705https://www.ubs.com
Key word: NEW YORK UNITED STATES NORTH The us
Industry Key word: BANKING Experienced Companies FINANCE
Source: UBS Global Prosperity Administration
Copyright Small business Wire 2021.
PUB: 01/21/2021 10:00 AM/DISC: 01/21/2021 10:01 AM