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NEW YORK–(Enterprise WIRE)–Jan 21, 2021–
UBS Prosperity Management United states introduced these days that Louis Green has joined the company as a Monetary Advisor in the 1285 Avenue of the Americas department workplace in New York.
Louis has spent 23 decades in the wealth management marketplace acquiring most recently labored as a Senior Wealth Advisor at PNC Wealth Administration and as an Investment Advisor at Deutsche Financial institution Non-public Prosperity Administration. Louis operates intently with his customers to construct portfolios that satisfy their very long-phrase monetary plans by combining retirement and estate setting up, personal banking and funds circulation evaluation. He makes use of tax mitigation techniques and incorporates essential behavioral classes he has acquired from latest economic crises in his get the job done.
“On behalf of UBS, we enthusiastically welcome Louis to the company,” reported John Decker, 1285 Avenue of the Americas Market place Head at UBS Prosperity Administration United states. “His techniques and organic expertise make him a fantastic addition to the staff and we seem ahead to working with Louis to help provide UBS’s world wide breadth and scale to our clientele.”
Louis has an MBA from the Zicklin Faculty of Enterprise at Baruch School, and a BA from St. Francis Faculty. He has gained the Chartered Fiscal Analyst, Licensed Economic Planner, Accredited Private Wealth Advisor and the Chartered Substitute Analyst designations. Louis has also done study course operate at the Yale Faculty of Management and the Kellogg College of Management at Northwestern College. He retains his Sequence 7, 63, and 65 licenses.
In his community community, Louis is on the board of the Brooklyn Urban Back garden School and serves as a mentor to a latest high university graduate, as portion of its iMentor program. In his spare time, Louis loves to go through and vacation. He is the father of a 12 12 months aged son and resides in Brooklyn, NY.
Notes to Editors
About UBS World wide Wealth Administration
As the world’s major prosperity manager, UBS Global Prosperity Management gives thorough guidance, methods and products and services to wealthy households and people about the entire world. Shoppers who work with UBS benefit from a totally integrated established of prosperity management abilities and experience, which includes prosperity scheduling, investment decision administration, funds markets, banking, lending and institutional and company economical suggestions.
© UBS 2021. All legal rights reserved. The essential image and UBS are among the the registered and unregistered emblems of UBS.
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Make contact with: Laura Hastings
+1 212 882-5705https://www.ubs.com
Key word: NEW YORK UNITED STATES NORTH The usa
Business Key word: BANKING Specialist Providers FINANCE
Source: UBS Global Wealth Administration
Copyright Enterprise Wire 2021.
PUB: 01/21/2021 10:00 AM/DISC: 01/21/2021 10:01 AM