UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams
UBS Global Wealth Management US announced today that The Schultz Group, an advisor team in the firm’s Phoenix office, has been named to the Barron’s Top 250 Private Wealth Management Teams list for 2025. The Schultz Group, which includes Financial Advisors Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, was the only Phoenix-based team included on the Top 250 Private Wealth Management Teams list for 2025.
Christopher Brolly joins UBS as Financial Advisor in Boston
UBS Global Wealth Management US announced that Christopher Brolly has joined the firm as a Financial Advisor. He joins the UBS Greater New England Market, led by Market Executive James Ducey, and will report to Boston Wealth Management Senior Market Director Robert Covino.
UBS hires industry veteran Kathleen Ferraro as Market Director for Greenwich and Stamford, Connecticut
UBS Global Wealth Management US today announced the appointment of Kathleen (Kathy) Ferraro, a seasoned executive with over three decades of experience, as the new Market Director for its Greenwich and Stamford, Connecticut offices. In this role, Kathy will be responsible for leading advisor development, elevating the client experience and advancing strategic growth across these key markets.
UBS Hires Jack Heiss as Market Director in the Tampa, Florida Region
UBS Global Wealth Management US today announced that Jack Heiss will join the firm as Market Director for its Tampa, Clearwater, St. Petersburg, Sarasota, and Winter Haven offices in Florida. He will begin his role at the conclusion of his notice period.
