UBS Private Wealth Management hires Regina Bronson and Alex Gitomer in New York City
13 April 2024 - 12:00AM
Business Wire
UBS Private Wealth Management today announced that Regina
Bronson and Alex Gitomer will be joining the firm as Managing
Directors and Private Wealth Advisors in New York City. Regina and
Alex will also be joined by Senior Wealth Strategy Associates
Christina Brown and Hilary Stock.
At the conclusion of their respective notice periods, the team
will join the UBS Manhattan Market and will be located in the
firm’s 1285 Avenue of the Americas Private Wealth Management
office, which is led by Managing Director Kellie Brady. They will
report to Market Director Thomas Conigatti.
“Regina and Alex are talented advisors that have decades of
combined experience advising ultra-high-net-worth clients on the
complexities of maintaining and growing wealth through
generations,” said Tom Conigatti, Market Director at UBS Private
Wealth Management. “Their dedication to client success and focus on
providing personalized service will be additive to our business,
and we look forward to welcoming their team to the firm.”
“Regina and Alex have a strong commitment to providing tailored
advice and guidance that addresses every aspect of their clients’
financial lives,” said Kellie Brady, the Managing Director of the
1285 Avenue of the Americas Private Wealth Management business.
“Leveraging the full range of our resources and capabilities
worldwide, I am confident that they will be able to provide clients
with customized strategies and bespoke long-term plans that reflect
the goals that matter most to them.”
Regina Bronson has comprehensive experience advising
ultra-high-net-worth individuals, families, not-for-profit
organizations and family offices across investment management,
trust and estate structuring, philanthropy and lending. Regina
spent the past 10 years at Goldman Sachs as a Private Wealth
Advisor. Prior to joining Goldman Sachs, she was a Senior Banker at
J.P. Morgan Private Bank, managing some of the most strategic
client relationships at the firm. Previously, Regina ran Strategic
Relationship Management for Bank of America, in which her team
advised investment banking clients going through corporate
transactions on private wealth management issues triggered by their
corporate deals. She began her career at Goldman Sachs, where she
spent nine years, first as an Associate in Mergers &
Acquisitions then in Private Wealth Management, where she ran
Strategic Relationship Management.
Regina earned a JD, cum laude, from Harvard Law School, and is
admitted to the New York Bar Association. She earned a bachelor’s
degree from Wesleyan University and was a member of the academic
honor society Phi Beta Kappa. Regina is a board member of The Bronx
Science Alumni Foundation.
Alex Gitomer provides customized investment advice and
comprehensive wealth management solutions to ultra-high-net-worth
families, not-for-profit organizations and certain institutional
clients. Alex spent the past 10 years at Goldman Sachs. Prior to
joining Goldman Sachs, Alex spent five years as a Senior Investment
Specialist in the Financial Sponsors Group at J.P. Morgan Private
Bank, where he advised private equity firm founders and other
strategic clients. He also held roles at J.P. Morgan in Investment
Strategy, directly supporting the Chief Investment Officer and
Global Head of Portfolio Construction.
Alex graduated from Cornell University with a bachelor’s degree
in Operations Research and Industrial Engineering (ORIE). He is
also a member of Cornell's ORIE Advisory Council and is on the
board of trustees of The Jewish Board of Family and Children's
Services. Alex is a Chartered Financial Analyst® (CFA®)
charterholder and member of the New York Society of Security
Analysts.
Christina Brown helps to provide ultra-high-net-worth
families, not-for-profit organizations and family offices with
customized investment management solutions, trust and estate
planning and lending services. Christina spent the past four years
with Goldman Sachs as a Financial Analyst and Business Development
Professional in Private Wealth Management. She began her career in
financial services with Goldman Sachs as a Summer Analyst in 2019.
Christina graduated from the A.B. Freeman School of Business at
Tulane University with a bachelor’s degree in Finance and
Marketing.
Hilary Stock works closely with the team’s
ultra-high-net-worth individuals, not-for-profit organizations and
family offices to provide comprehensive wealth management advice.
She focuses on client service and managing the team's operations,
including relationship onboarding, cash management, banking and
lending capabilities as well as the implementation of client
portfolios. Previously, Hilary spent nine years with Goldman Sachs
and was most recently a Vice President in Private Wealth
Management. Hilary earned a bachelor’s degree from Vanderbilt
University.
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).
© UBS 2024. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. For press
use only.
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Media Contact: Christina Aquilina
Christina.aquilina@ubs.com https://www.ubs.com
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