

John Houlihan named Market Executive for the South Market



Tyler Hutchens named Market Executive for Greater Florida/Gulf Coast Market



UBS Wealth Management USA today announced two leadership appointments in its

<ul xmlns="http://www.w3.org/1999/xhtml" class="bwlistdisc">
<li xmlns="http://www.w3.org/1999/xhtml">
<i xmlns="http://www.w3.org/1999/xhtml">John Houlihan named Market Executive for the South Market</i>

</li>
<li xmlns="http://www.w3.org/1999/xhtml">
<i xmlns="http://www.w3.org/1999/xhtml">Tyler Hutchens named Market Executive for Greater Florida/Gulf Coast Market</i>

</li>
</ul><p xmlns="http://www.w3.org/1999/xhtml">
UBS Wealth Management USA today announced two leadership appointments in its Southeast Wealth Management Region.

</p><p xmlns="http://www.w3.org/1999/xhtml">
The Southeast Region, which has seen an influx of wealth in recent years, encompasses some of the nation's fastest growing wealth centers, including Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Atlanta, Miami, Palm Beach, Naples and Tampa, among others.

</p><p xmlns="http://www.w3.org/1999/xhtml">
<b xmlns="http://www.w3.org/1999/xhtml">John Houlihan</b> has been named Market Executive for the South Market. He is responsible for overseeing the firm's Private Wealth Management and Wealth Management businesses in Georgia, Tennessee, and Arkansas.

</p><p xmlns="http://www.w3.org/1999/xhtml">
John reports to Julie Fox, Southeast Regional Director, and is based in Atlanta.

</p><p xmlns="http://www.w3.org/1999/xhtml">
His career in financial services spans more than three decades, including years of experience in Atlanta. He joined UBS in 2015 and was most recently Regional Market Director for the Northeast. Prior to joining UBS, he served as a Regional Director at Barclays based in Atlanta. He began his career in financial services in 1993 as a financial advisor at Morgan Stanley. Over the next two decades, he held a variety of leadership roles at Morgan Stanley, including Branch Manager and Complex Director, overseeing markets across New Jersey, Connecticut, New York, and Georgia.

</p><p xmlns="http://www.w3.org/1999/xhtml">
&#34;John is someone our teams and clients already know and trust thanks to his proven track record over the course of his successful career at UBS for more than a decade," said Julie Fox. "He has led teams across virtually every corner of our industry, and that breadth of experience gives him a perspective few leaders can match. What truly sets John apart is that he started his career as a financial advisor and spent years in the field, sitting across from clients. He understands the pressures, the responsibilities, and the craft of being a financial advisor because he lived it.&#34;

</p><p xmlns="http://www.w3.org/1999/xhtml">
Greg Achten, a 10-year veteran of UBS, previously led the South Market, and has informed the firm of his decision to retire from his distinguished 40-year career in the wealth management industry.

</p><p xmlns="http://www.w3.org/1999/xhtml">
During his career at UBS, he has counseled, mentored and guided hundreds of financial advisors helping them grow their practices, sharpen their skills, and consistently deliver for clients. His expertise in building high-performing teams has been a driving force for our business in the region. This track record stems from Greg&#39;s experience in the wealth management industry, which includes 17 years as a financial advisor and full-time leadership roles in various markets including Dallas, Tulsa, Cincinnati, Indianapolis, Boston, and Chicago.

</p><p xmlns="http://www.w3.org/1999/xhtml">
Today, UBS also announced that <b xmlns="http://www.w3.org/1999/xhtml">Tyler Hutchens </b>has been named Market Executive for the Greater Florida/Gulf Coast Market.

</p><p xmlns="http://www.w3.org/1999/xhtml">
This is part of the evolution of UBS's Florida market structure that was <a xmlns="http://www.w3.org/1999/xhtml" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.businesswire.com%2Fnews%2Fhome%2F20260507361498%2Fen%2FUBS-Appoints-Rick-Penafiel-as-Market-Executive-for-South-Florida&amp;esheet=54544210&amp;newsitemid=20260529689455&amp;lan=en-US&amp;anchor=announced&amp;index=1&amp;md5=886562146f64acb079814c95c4e95479" shape="rect">announced</a> earlier this month by creating two distinct markets: Greater Florida/Gulf Coast and South Florida.

</p><p xmlns="http://www.w3.org/1999/xhtml">
Tyler is responsible for overseeing financial advisors in Naples, Fort Myers, Sarasota, Tampa, Clearwater, St. Petersburg, Orlando, Gainesville and Jacksonville, as well as Louisiana (New Orleans, Lafayette, and Baton Rouge), Jackson, Mississippi and Montgomery, Alabama.

</p><p xmlns="http://www.w3.org/1999/xhtml">
Tyler reports to Julie Fox, Southeast Regional Director, and is relocating to Naples, FL. In this role, Tyler also serves as Market Director for the Naples and Fort Myers branches.

</p><p xmlns="http://www.w3.org/1999/xhtml">
He most recently served as Executive Director and Senior Market Director at UBS, overseeing offices in Boulder and Denver. Prior to joining UBS in 2015, Tyler held senior leadership roles with Bank of America Merrill Lynch, managing large regional operations across multiple states. Earlier in his career, he worked in sports marketing and entrepreneurship, including roles with the Dallas Mavericks and founding a successful marketing and public relations firm.

</p><p xmlns="http://www.w3.org/1999/xhtml">
&#34;Tyler has a proven track record of helping top performing teams at UBS thrive, grow their practice and deliver consistent results for clients," Fox said. "Tyler is also very familiar with the Gulf Coast region, having spent earlier parts of his career there, and he's eager to return to the area to help our business expand its presence in these critical wealth centers."

</p><p xmlns="http://www.w3.org/1999/xhtml">
<b xmlns="http://www.w3.org/1999/xhtml">Notes to Editors</b>

</p><p xmlns="http://www.w3.org/1999/xhtml">
<b xmlns="http://www.w3.org/1999/xhtml">About UBS
<br xmlns="http://www.w3.org/1999/xhtml"></br></b>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. UBS manages 7 trillion dollars of invested assets as per the fourth quarter 2025. 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).

</p><p xmlns="http://www.w3.org/1999/xhtml">
&#xA9; UBS 2026. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

</p><p xmlns="http://www.w3.org/1999/xhtml"><img xmlns="http://www.w3.org/1999/xhtml" alt="" src="https://cts.businesswire.com/ct/CT?id=bwnews&amp;sty=20260529689455r1&amp;sid=benz2&amp;distro=nx&amp;lang=en" style="width:0;height:0"></img><span xmlns="http://www.w3.org/1999/xhtml" class="bwct31415"></span></p><p xmlns="http://www.w3.org/1999/xhtml" id="mmgallerylink"><span xmlns="http://www.w3.org/1999/xhtml" id="mmgallerylink-phrase">View source version on businesswire.com: </span><span xmlns="http://www.w3.org/1999/xhtml" id="mmgallerylink-link"><a xmlns="http://www.w3.org/1999/xhtml" href="https://www.businesswire.com/news/home/20260529689455/en/" rel="nofollow">https://www.businesswire.com/news/home/20260529689455/en/</a></span></p><p xmlns="http://www.w3.org/1999/xhtml">
<b xmlns="http://www.w3.org/1999/xhtml">Media Contact: 
</b><br xmlns="http://www.w3.org/1999/xhtml"></br>Scott Gamm
<br xmlns="http://www.w3.org/1999/xhtml"></br>Strategy Voice Associates
<br xmlns="http://www.w3.org/1999/xhtml"></br><a xmlns="http://www.w3.org/1999/xhtml" rel="nofollow" href="mailto:scott@strategyvoiceassociates.com" shape="rect">scott@strategyvoiceassociates.com 
</a><br xmlns="http://www.w3.org/1999/xhtml"></br>
<br xmlns="http://www.w3.org/1999/xhtml"></br><a xmlns="http://www.w3.org/1999/xhtml" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=54544210&amp;newsitemid=20260529689455&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=2&amp;md5=88dfa209850540cb964ddb4366a99e78" shape="rect">https://www.ubs.com</a>

</p>

UBS Announces Leadership Appointments in the Southeast US Region

UBS appoints two market executives to expand Southeast wealth footprint

<section class="insight" data-version="1">
  <section data-block="information">
    <h3>Information</h3>
    <p>John Houlihan named Market Executive for the South Market



Tyler Hutchens named Market Executive for Greater Florida/Gulf Coast Market



UBS Wealth Management USA today announced two leadership appointments in its</p>
  </section>

  <section data-block="ai-summary-paragraph">
    <h3>AI Summary</h3>
    <p>UBS Wealth Management USA announced two leadership appointments in its Southeast region, naming John Houlihan as Market Executive for the South Market and Tyler Hutchens for the Greater Florida/Gulf Coast. The moves come as UBS splits Florida into two markets and aims to deepen advisor coverage in growing wealth centers, a potential driver of AUM and revenue in the next 12–24 months.</p>
  </section>

  <section data-block="ai-summary-bullets">
    <h3>Key Points</h3>
    <ul><li>John Houlihan named Market Executive for the South Market; oversees GA, TN, AR.</li><li>Tyler Hutchens named Market Executive for Greater Florida/Gulf Coast; relocating to Naples.</li><li>Greg Achten retires after a 40-year UBS wealth-management career.</li><li>Florida market split into two markets to accelerate expansion.</li></ul>
  </section>

  <section data-block="companies-mentioned">
    <h3>Companies Mentioned</h3>
    <ul><li><strong>UBS Group AG (UBS)</strong>: Leading wealth manager; leadership changes may influence regional growth and cross-sell in Southeast.</li><li><strong>John Houlihan (N/A)</strong>: New Market Executive for the South Market; long-tenured UBS leader; based in Atlanta.</li><li><strong>Tyler Hutchens (N/A)</strong>: New Market Executive for Greater Florida/Gulf Coast; relocating to Naples; former UBS ED/Senior Market Director.</li><li><strong>Greg Achten (N/A)</strong>: Retiring after 40 years in wealth management; previously led South Market.</li><li><strong>Julie Fox (N/A)</strong>: Southeast Regional Director commenting on appointments and strategy.</li></ul>
  </section>

  <section data-block="category">
    <h3>Corporate Developments</h3>
    <p>Corporate Developments: Leadership changes and regional market restructuring indicate UBS’s strategic emphasis on Southeast growth.</p>
  </section>

  <section data-block="market-moving">
    <h3>Market-Moving</h3>
    <ul><li>New market executives may accelerate cross-sell and client acquisitions in the Southeast.</li><li>Florida split creates two distinct markets, sharpening focus in Naples, Miami, and Tampa.</li><li>Long-time South Market leader retirement could introduce near-term transition risk.</li><li>UBS reiterates regional growth focus; no immediate earnings impact expected.</li></ul>
  </section>

  <section data-block="key-facts">
    <h3>Key Facts</h3>
    <ul><li>John Houlihan named Market Executive for the South Market; oversees Private Wealth Management and Wealth Management in Georgia, Tennessee, and Arkansas.</li><li>Houlihan is based in Atlanta and reports to Southeast Regional Director Julie Fox.</li><li>Houlihan joined UBS in 2015; previously Regional Market Director for the Northeast; earlier at Barclays.</li><li>Tyler Hutchens named Market Executive for Greater Florida/Gulf Coast; relocating to Naples; oversees Naples, Fort Myers, Sarasota, Tampa, and more.</li><li>Hutchens previously Executive Director and Senior Market Director at UBS; oversaw Boulder and Denver; joined UBS in 2015; prior roles at Bank of America Merrill Lynch.</li><li>Florida market structure expanded earlier this month into two markets: Greater Florida/Gulf Coast and South Florida.</li><li>UBS manages about $7 trillion in invested assets as of Q4 2025.</li><li>Greg Achten, South Market leader for 10 years, retires after a 40-year wealth-management career.</li></ul>
  </section>

  <section data-block="trading-thesis">
    <h3>Trading Thesis</h3>
    <p>Bullish near-term on UBS’s Southeast expansion, with potential AUM/revenue growth over 6–12 months.</p>
  </section>
</section>


<ul xmlns="http://www.w3.org/1999/xhtml" class="bwlistdisc">
<li xmlns="http://www.w3.org/1999/xhtml">
<i xmlns="http://www.w3.org/1999/xhtml">John Houlihan named Market Executive for the South Market</i>

</li>
<li xmlns="http://www.w3.org/1999/xhtml">
<i xmlns="http://www.w3.org/1999/xhtml">Tyler Hutchens named Market Executive for Greater Florida/Gulf Coast Market</i>

</li>
</ul><p xmlns="http://www.w3.org/1999/xhtml">
UBS Wealth Management USA today announced two leadership appointments in its Southeast Wealth Management Region.

</p><p xmlns="http://www.w3.org/1999/xhtml">
The Southeast Region, which has seen an influx of wealth in recent years, encompasses some of the nation's fastest growing wealth centers, including Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Atlanta, Miami, Palm Beach, Naples and Tampa, among others.

</p><p xmlns="http://www.w3.org/1999/xhtml">
<b xmlns="http://www.w3.org/1999/xhtml">John Houlihan</b> has been named Market Executive for the South Market. He is responsible for overseeing the firm's Private Wealth Management and Wealth Management businesses in Georgia, Tennessee, and Arkansas.

</p><p xmlns="http://www.w3.org/1999/xhtml">
John reports to Julie Fox, Southeast Regional Director, and is based in Atlanta.

</p><p xmlns="http://www.w3.org/1999/xhtml">
His career in financial services spans more than three decades, including years of experience in Atlanta. He joined UBS in 2015 and was most recently Regional Market Director for the Northeast. Prior to joining UBS, he served as a Regional Director at Barclays based in Atlanta. He began his career in financial services in 1993 as a financial advisor at Morgan Stanley. Over the next two decades, he held a variety of leadership roles at Morgan Stanley, including Branch Manager and Complex Director, overseeing markets across New Jersey, Connecticut, New York, and Georgia.

</p><p xmlns="http://www.w3.org/1999/xhtml">
&#34;John is someone our teams and clients already know and trust thanks to his proven track record over the course of his successful career at UBS for more than a decade," said Julie Fox. "He has led teams across virtually every corner of our industry, and that breadth of experience gives him a perspective few leaders can match. What truly sets John apart is that he started his career as a financial advisor and spent years in the field, sitting across from clients. He understands the pressures, the responsibilities, and the craft of being a financial advisor because he lived it.&#34;

</p><p xmlns="http://www.w3.org/1999/xhtml">
Greg Achten, a 10-year veteran of UBS, previously led the South Market, and has informed the firm of his decision to retire from his distinguished 40-year career in the wealth management industry.

</p><p xmlns="http://www.w3.org/1999/xhtml">
During his career at UBS, he has counseled, mentored and guided hundreds of financial advisors helping them grow their practices, sharpen their skills, and consistently deliver for clients. His expertise in building high-performing teams has been a driving force for our business in the region. This track record stems from Greg&#39;s experience in the wealth management industry, which includes 17 years as a financial advisor and full-time leadership roles in various markets including Dallas, Tulsa, Cincinnati, Indianapolis, Boston, and Chicago.

</p><p xmlns="http://www.w3.org/1999/xhtml">
Today, UBS also announced that <b xmlns="http://www.w3.org/1999/xhtml">Tyler Hutchens </b>has been named Market Executive for the Greater Florida/Gulf Coast Market.

</p><p xmlns="http://www.w3.org/1999/xhtml">
This is part of the evolution of UBS's Florida market structure that was <a xmlns="http://www.w3.org/1999/xhtml" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.businesswire.com%2Fnews%2Fhome%2F20260507361498%2Fen%2FUBS-Appoints-Rick-Penafiel-as-Market-Executive-for-South-Florida&amp;esheet=54544210&amp;newsitemid=20260529689455&amp;lan=en-US&amp;anchor=announced&amp;index=1&amp;md5=886562146f64acb079814c95c4e95479" shape="rect">announced</a> earlier this month by creating two distinct markets: Greater Florida/Gulf Coast and South Florida.

</p><p xmlns="http://www.w3.org/1999/xhtml">
Tyler is responsible for overseeing financial advisors in Naples, Fort Myers, Sarasota, Tampa, Clearwater, St. Petersburg, Orlando, Gainesville and Jacksonville, as well as Louisiana (New Orleans, Lafayette, and Baton Rouge), Jackson, Mississippi and Montgomery, Alabama.

</p><p xmlns="http://www.w3.org/1999/xhtml">
Tyler reports to Julie Fox, Southeast Regional Director, and is relocating to Naples, FL. In this role, Tyler also serves as Market Director for the Naples and Fort Myers branches.

</p><p xmlns="http://www.w3.org/1999/xhtml">
He most recently served as Executive Director and Senior Market Director at UBS, overseeing offices in Boulder and Denver. Prior to joining UBS in 2015, Tyler held senior leadership roles with Bank of America Merrill Lynch, managing large regional operations across multiple states. Earlier in his career, he worked in sports marketing and entrepreneurship, including roles with the Dallas Mavericks and founding a successful marketing and public relations firm.

</p><p xmlns="http://www.w3.org/1999/xhtml">
&#34;Tyler has a proven track record of helping top performing teams at UBS thrive, grow their practice and deliver consistent results for clients," Fox said. "Tyler is also very familiar with the Gulf Coast region, having spent earlier parts of his career there, and he's eager to return to the area to help our business expand its presence in these critical wealth centers."

</p><p xmlns="http://www.w3.org/1999/xhtml">
<b xmlns="http://www.w3.org/1999/xhtml">Notes to Editors</b>

</p><p xmlns="http://www.w3.org/1999/xhtml">
<b xmlns="http://www.w3.org/1999/xhtml">About UBS
<br xmlns="http://www.w3.org/1999/xhtml"></br></b>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. UBS manages 7 trillion dollars of invested assets as per the fourth quarter 2025. 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).

</p><p xmlns="http://www.w3.org/1999/xhtml">
&#xA9; UBS 2026. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

</p><p xmlns="http://www.w3.org/1999/xhtml"><img xmlns="http://www.w3.org/1999/xhtml" alt="" src="https://cts.businesswire.com/ct/CT?id=bwnews&amp;sty=20260529689455r1&amp;sid=benz2&amp;distro=nx&amp;lang=en" style="width:0;height:0"></img><span xmlns="http://www.w3.org/1999/xhtml" class="bwct31415"></span></p><p xmlns="http://www.w3.org/1999/xhtml" id="mmgallerylink"><span xmlns="http://www.w3.org/1999/xhtml" id="mmgallerylink-phrase">View source version on businesswire.com: </span><span xmlns="http://www.w3.org/1999/xhtml" id="mmgallerylink-link"><a xmlns="http://www.w3.org/1999/xhtml" href="https://www.businesswire.com/news/home/20260529689455/en/" rel="nofollow">https://www.businesswire.com/news/home/20260529689455/en/</a></span></p><p xmlns="http://www.w3.org/1999/xhtml">
<b xmlns="http://www.w3.org/1999/xhtml">Media Contact: 
</b><br xmlns="http://www.w3.org/1999/xhtml"></br>Scott Gamm
<br xmlns="http://www.w3.org/1999/xhtml"></br>Strategy Voice Associates
<br xmlns="http://www.w3.org/1999/xhtml"></br><a xmlns="http://www.w3.org/1999/xhtml" rel="nofollow" href="mailto:scott@strategyvoiceassociates.com" shape="rect">scott@strategyvoiceassociates.com 
</a><br xmlns="http://www.w3.org/1999/xhtml"></br>
<br xmlns="http://www.w3.org/1999/xhtml"></br><a xmlns="http://www.w3.org/1999/xhtml" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=54544210&amp;newsitemid=20260529689455&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=2&amp;md5=88dfa209850540cb964ddb4366a99e78" shape="rect">https://www.ubs.com</a>

</p>

UBS Wealth Management USA announced two leadership appointments in its Southeast region, naming John Houlihan as Market Executive for the South Market and Tyler Hutchens for the Greater Florida/Gulf Coast. The moves come as UBS splits Florida into two markets and aims to deepen advisor coverage in growing wealth centers, a potential driver of AUM and revenue in the next 12–24 months.

UBS Announces Leadership Appointments in the Southeast US Region

AI Summary

Sentiment Rationale

Trading Thesis

Market-Moving

Key Facts

Companies Mentioned

Corporate Developments

Related News