Four-person advisor team joins UBS in Newport Beach, California - Seite 2

Brian joins UBS as a Senior Wealth Strategy Associate, following five years with Morgan Stanley Private Wealth Management as an analyst. In his role, Brian is responsible for client reporting and proposals, cash flow analysis, risk management, and manager research. He graduated from the University of California at Santa Barbara with a bachelor’s degree in 2006 and earned a master’s degree from Chapman University in 2010.

Krista joins UBS as a Team Administrator with over 25 years of experience in compliance, regulation, and brokerage operations. Prior to joining UBS, Krista served as a Private Wealth Management Senior Registered Associate at Morgan Stanley Private Wealth Management. Previously, she acted in a consulting capacity to Fairbridge Capital & LPL, implementing compliance procedures, handling all regulatory inquiries and audits, and advising on the expansion of their compliance systems. Krista graduated from San Diego State University in 1994 with a bachelor’s degree in International Business.

About UBS Global Wealth Management

As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending, and institutional and corporate financial advice.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

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