UBS Updates Southeast Region Leadership

As part of its move to streamline its field management structure from two national divisions to four regions, UBS Wealth Management USA on January 14 announced a new leader and market executives for its Southeast region.

The region encompasses growing wealth centers, including Philadelphia, Washington (DC), Charlotte, Charleston (SC), Nashville (TN), and Miami, Palm Beach, Naples, and Tampa in Florida. The region will be led by Julie Fox, supported by four market executives:

Brendan Graham for the Mid-Atlantic market, overseeing the Philadelphia, southern New Jersey, Washington, DC, and Maryland
Jake Shine for the “South Atlantic” market, overseeing Bethesda, MD, Virginia, and North and South Carolina
Greg Achten for the “South Market,” which includes Georgia, Tennessee, Alabama, and Louisiana
Lane Strumlauf for the Florida market

All four executives will report directly to Fox, who according to her LinkedIn profile has been with UBS for over 22 years, most recently serving as national sales manager for wealth management in the Americas.

Written By: Dakota

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