UBS Recruits Two Advisors from JPM, Morgan Stanley

UBS has added new financial advisors to its wealth management division through two separate recruitments in its California and Florida offices, according to recently published press releases.

James “Jim” Kosan brings nearly 20 years of financial advisory experience to UBS, most recently as wealth advisor for 12 years from Morgan Stanley, and before that for six years with Merrill Lynch. Kosan will operate out of UBS’ Riverside, CA, office, specializing in complex strategies such as business succession and retirement planning for affluent families.

UHNW advisor John Hardin joins UBS after an eight-year stint at JP Morgan and is accompanied by senior wealth strategy associate Katelyn O’Hara. Hardin and O’Hara will integrate into UBS Miami Private Wealth Management through UBS affiliate private wealth team Integra Partners, and will be based in UBS’ Coral Gables, FL, office.

View the press releases here.