UBS Hires Financial Advisor Mariam Adams
31 Maggio 2024 - 4:57PM
Business Wire
UBS today announced that financial advisor team The Adams Group
has joined the firm. The team, which manages over $170 million in
client assets, is led by Financial Advisor Mariam Adams, and also
includes Client Service Associate Albert Ortiz.
The Adams Group provides a wide array of financial services to
clients from diverse backgrounds with a focus on advising LGBTQ+
individuals, their families and allies. The team will continue to
be based out of New York City and be part of the firm’s
Philadelphia D.C. Wealth Management Market, led by Market Executive
Julie Fox.
“Mariam is a talented financial advisor and we are proud to
welcome her to UBS. We are confident that our powerful wealth
management platform and capabilities will help Mariam and her team
better serve clients,” said Julie Fox, Philadelphia D.C. Market
Executive at UBS Private Wealth Management. “Over the past year, we
have invested heavily in our market, with new office space and new
hires, and we look forward to continuing to expand our offerings
and reach in this important region.”
Mariam brings nearly 10 years of wealth management experience to
UBS and previously was a Senior Financial Advisor with Merrill
Lynch Wealth Management in New York City, where she joined in 2014.
She advises clients about financial planning, investment
management, inheritances, estate planning and charitable
giving.
Mariam has served on the Board of Advisors for the Gender &
Family Project (GFP), which provides gender affirmation services
and research to young people and their families. She also served on
the Board for the country’s largest LGBTQ+ homeless youth
organization, The Ali Forney Center. Currently, she sits on the
Board of the New Paltz Pride Coalition in New York’s Hudson Valley.
Mariam holds a Master’s Degree from the University of Pennsylvania
and a Bachelor’s Degree from Northeastern 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 countries around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
https://www.ubs.com
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Scott Gamm Strategy Voice Associates
scott@strategyvoiceassociates.com
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