$1.3 Billion Advisor Team Joins UBS in Albany, New York
02 Fevereiro 2024 - 3:39PM
Business Wire
UBS Wealth Management USA today announced that a four-person
advisor team, The Hart Group, has joined the firm. The team is led
by Financial Advisors James Hart, Emily Hoag, Natalie Squillace,
and Nolan Hart, and includes Registered Client Service Associate
Lynda O Von Jaeger. Together, they manage approximately $1.3
billion in client assets for high-net-worth individuals and
families, specializing in the Athletes and Entertainers
segment.
The Hart Group joins the UBS Greater New England Market, managed
by William Cholawa, and will be in the Albany, New York office, led
by Gabriel D’Amica.
“On behalf of UBS, I am thrilled to welcome the Hart Group to
the firm,” said Market Director Gabriel D’Amica. “This talented
team of advisors brings decades of experience and a longstanding
dedication to providing a comprehensive financial planning approach
to meet the needs of high net worth clients.”
“Athletes and entertainers frequently face unique challenges
such as sudden wealth and complicated family financial dynamics
that require specialized advice and guidance,” said Wale Ogunleye,
head of UBS’s Athletes & Entertainers Client Segment. “We are
excited to have Jim and the Hart Group join UBS to expand our
capabilities and help meet growing demand from this important
client group.”
James Hart brings over 30 years of wealth management experience
to UBS. Previously, he was a Financial Advisor with Merrill Lynch
Wealth Management since 2010. Jim focuses on assisting a select
group of individuals, families, athletes, and business owners with
their current and future financial goals. Jim's objective is to
assist clients on their path to financial success, as they define
it.
Emily Hoag entered the financial services industry in 2017 with
Merrill Lynch. Emily works with clients to help them determine and
achieve their unique set of financial needs and goals. Within her
team’s business at UBS, Emily helps clients prepare for, and
transition through, important life events.
Natalie Squillace, a CERTIFIED FINANCIAL PLANNER™ professional,
works with individuals and families to help them navigate life's
many financial journeys. She does this through a three-step process
that consists of: understanding who and what matters most to
clients, evaluating the current state of their finances, and making
recommendations customized to their financial goals.
Nolan Hart spent 6 years at Alliance Bernstein, working with
Financial Advisors across New York. He earned his MBA at
Northwestern Kellogg School of Management, then spent 2+ years
helping young athletes with their NIL (name, image, and likeness)
at 2kPAID. In 2023, he returned to financial services as a
Financial Advisor with The Hart Group, where he works with sports
and entertainment clients as they navigate the unique challenges
that come with their careers. Nolan grew up in Albany, NY and
graduated from Syracuse University, where he played basketball
under Hall of Fame Coach Jim Boeheim.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It also provides diversified asset
management solutions and focused investment banking capabilities.
With the acquisition of Credit Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS helps
clients achieve their financial goals through personalized advice,
solutions and products. Headquartered in Zurich, Switzerland, the
firm is operating in more than 50 markets around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
https://www.ubs.com
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Christina Aquilina Christina.Aquilina@ubs.com
UBS (NYSE:UBS)
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