Private Wealth Advisor Ting O’Connor Joins UBS in San Jose, CA
15 Maio 2023 - 12:13PM
Business Wire
UBS Private Wealth Management today announced that O’Connor
& Associates, led by Private Wealth Advisor Ting O’Connor, has
joined the firm in San Jose, CA. The team also includes Senior
Wealth Strategy Associate Jenny Brummer and Client Service
Associate Erica Soriano.
Ting, Jenny and Erica join the UBS San Francisco Private Wealth
Management Market, managed by Todd Locicero, and will be located in
the San Jose office, reporting to Emily de la Reguera. Later this
year, they will relocate to Santana Row, when UBS moves its San
Jose office location in September.
“On behalf of UBS, we’re excited to welcome Ting and her team to
the firm,” said Emily de la Reguera, Silicon Valley Market Director
at UBS Private Wealth Management. “Her industry experience and
dedication to her clients will be a great addition to our business,
and we look forward to having her help us continue to expand our
client offering in this key market. We believe Ting, Jenny and
Erica have built their practice and serve clients in a way that
represents the future of our industry and feel that her clients
will be very well-served here at UBS.”
Ting joins UBS as a Managing Director and brings over 23 years
of experience in the financial services industry. She focuses on
delivering a comprehensive approach to managing wealth that begins
with listening to client needs and helping to ensure that every
strategy is grounded in understanding what each client wants to
achieve. Ting provides individuals, families, corporations,
endowments and foundations with customized strategies and advice
designed to meet their short and long-term financial
objectives.
In recognition of her experience and commitment to her
profession, Ting has been named to the Forbes Best-in-State Wealth
Advisors and Forbes America's Top Women Best in State Wealth
Advisors lists for 2023. She received her bachelor's degree in
Biochemical Engineering from National Huaqiao University in 1992
and her MBA with concentrations in Financial Management and
International Business from the University of San Diego in
1998.
Jenny brings more than 23 years of financial services experience
to UBS. As a Senior Wealth Strategy Associate, she focuses on
building client relationships and offering efficient and proactive
client service. Jenny has built long-standing relationships with
clients through an extensive understanding of services available to
them. Jenny received her bachelor's degree in Sociology from the
University of California at Santa Cruz in 2000.
Erica began her career in the financial services industry in
2015. As Client Associate, Erica manages various operational and
administrative responsibilities and provides clients with a high
level of service. Erica received her B.S. degree in Nursing from
First Asia Institute of Technology and Humanities from the
Philippines in 2008.
Notes to Editors
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).
© UBS 2023. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20230515005601/en/
Media: Christina.aquilina@ubs.com https://www.ubs.com
UBS (NYSE:UBS)
Gráfico Histórico do Ativo
De Mar 2024 até Abr 2024
UBS (NYSE:UBS)
Gráfico Histórico do Ativo
De Abr 2023 até Abr 2024