UBS is bolstering its presence in the Southeast as an elite advisor from JPMorgan joins its private wealth arm.
On Thursday, UBS Private Wealth Management announced John Hardin as the newest financial advisor in its South Florida team.
Hardin will be based at the firm’s Coral Gables office, joining the Miami market led by Brad Rosenberg. Alongside him, Katelyn O’Hara, a senior wealth strategy associate, will also be part of the team.
Both Hardin and O’Hara join UBS’s Integra Partners, a private wealth management group led by advisors Vicente Del Rio, Brian Beraha, and Horacio Aguirre. The team, which transitioned to UBS in 2021 from JPMorgan Private Bank, now manages over $7.2 billion in client assets.
“John and Katelyn are skilled professionals with a deep commitment for delivering personalized, best-in-class service and solutions for their clients,” Rosenberg, Greater Miami market director, said in a statement. “We are thrilled to welcome them to UBS and look forward to helping them grow their careers here.”
Hardin began his career at JPMorgan in 2016, focusing on ultra-high-net-worth clients and family offices. O’Hara brings her own experience from JPMorgan Private Bank, where she specialized in high-net-worth individuals and families. Prior to that, she worked at Goldman Sachs in Poland, contributing to the Global Markets Group.
Across the country, UBS also recently announced another addition to its wealth business with the hiring of James Kosan. With nearly 20 years of experience under his belt according to his BrokerCheck profile, Kosan joins UBS Wealth Management's Riverside, California office after working as a Morgan Stanley financial advisor for 12 years, before which he spent six years with Merrill Lynch.
As a financial advisor providing comprehensive wealth management services, Kosan focuses on assisting affluent families, offering family office services and specializing in life transitions.
He oversees intricate family strategies, business succession planning, inheritance management, trust design and review, and tax minimization strategies. Jim collaborates with clients and other professionals to create tailored portfolios that align with clients' retirement and personal financial objectives.
"As a senior portfolio manager and financial advisor, Jim has a strong knowledge of key asset classes and great depth in retirement planning and investment decision-making," Pat Lizza, market director for the Inland Empire offices of UBS, said in a statement.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
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