UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team
22 December 2020 - 2:00AM
Business Wire
UBS Private Wealth Management (PWM) today announced that Private
Wealth Advisors Scott Belveal and Adam Lambert will be joining UBS.
The team manages approximately USD 1.7 billion in client
assets.
Scott and Adam will join the UBS Northeast Private Wealth
market, managed by Julie Fox, located in the Philadelphia office,
reporting to Branch Manager Brendan Graham.
“I’m delighted that these two, productive advisors are joining
our growing Northeast market,” said John Mathews, Head of UHNW and
PWM Americas at UBS Global Wealth Management. “We believe we have
the strongest platform for Private Wealth Advisors in the Americas,
and with our suite of Ultra-High Net Worth capabilities, advisors
like Scott and Adam will be able to deliver the full power of UBS
to their clients.”
Scott and Adam will be joined by Max Hine, Relationship Manager,
Kendal Glatthorn, Team Business Manager, and Ray Farnesi, Wealth
Strategy Associate.
“Scott, Adam and their team bring decades of experience working
with Ultra High Net Worth clients and we are pleased to welcome
them to UBS,” said Julie Fox, Northeast Private Wealth Market Head
at UBS Global Wealth Management. “We are focused on growing our
team of productive financial advisors and are confident that Scott,
Adam and their talented team will help us expand our Philadelphia
market.”
Scott, Adam, Max, Kendal and Ray will be serving out their
notice period prior to joining UBS.
Scott has decades of experience in the financial services
industry and spent the past 20 years at Goldman Sachs, both in
Menlo Park, California and in Philadelphia. He served six years as
an Infantry officer in the U.S. Army. He received an MBA from
Columbia University and is a graduate of the United States Military
Academy.
Adam spent 10 years at Goldman Sachs working as a Private Wealth
Advisor in Philadelphia. Previously, he spent five years at Marsh
McLennan. He received an MBA from Vanderbilt University and a BBA
from the University of Michigan.
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending and institutional and
corporate financial advice.
© UBS 2020. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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Media: Huw Williams Head of Media Relations, UBS Global
Wealth Management Americas huw.williams@ubs.com +1 (212) 713
3130
Scott Gamm Strategy Voice Associates, LLC
scott@strategyvoiceassociates.com
https://www.ubs.com
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