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UBS Announces New Regional Market Leadership in the Southeast US

1. UBS reorganized from two national divisions to four regional teams. 2. New leaders appointed to enhance client responsiveness and decision-making. 3. Southeast Region will focus on growing market share in wealth centers. 4. Office opening planned in Washington, D.C. for May 2025.

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Why Bullish?

The organizational changes may improve client service and retention, reflecting positively on UBS’s growth trajectory. Similar restructurings in the past have led to increased market share and profitability for financial firms.

How important is it?

The article discusses strategic changes within UBS that could greatly enhance its market position and client services. Leadership changes in a wealth management context can significantly influence performance metrics.

Why Long Term?

The leadership changes and new office space are likely to have lasting effects on UBS's performance as they target growth in key markets. Long-term strategies often yield significant impacts beyond immediate results.

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UBS
PHILADELPHIA--(BUSINESS WIRE)--UBS Wealth Management USA recently announced key organizational changes, including moving its field management structure from two national divisions to four regions. This new alignment empowers UBS’s field leaders through faster decision-making, enhanced responsiveness to client needs, and greater connectivity with the firm’s full client offering. We are pleased to announce that Julie Fox has been appointed Regional Director for the Southeast. The Southeast Region will be led by the following Market Executives, all of whom will report to Julie: Brendan Graham has been appointed Mid-Atlantic Market Executive. He will be responsible for overseeing the firm’s financial advisors in Pennsylvania, Southern New Jersey, Washington, D.C. and Maryland (Baltimore and Hunt Valley). Jake Shine has been appointed South Atlantic Market Executive. He will be responsible for overseeing the firm’s financial advisors in Maryland (Bethesda), Virginia, North Carolina and South Carolina. Greg Achten has been appointed South Market Executive. He will be responsible for overseeing the firm’s financial advisors in Georgia, Tennessee, Arkansas, Mississippi, Alabama and Louisiana. Lane Strumlauf has been appointed Florida Market Executive. He will be responsible for overseeing the firm’s financial advisors in Florida. “Our wealth management business in the US has strong momentum, and thanks to our teams’ hard work, we have a solid foundation on which to deliver our next stage of growth,” said Southeast Regional Director Julie Fox. “We are excited for the future and confident in our ability to provide differentiated client solutions and an improved Advisor experience.” 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, Miami, Palm Beach, Naples and Tampa, among others. The new leadership across these key markets will help advisors access key resources to better serve clients and leverage UBS’s powerful global wealth management platform. UBS remains committed to growing its wealth management market share in these cities and is set to unveil new office space in May 2025 in Washington, D.C., a top wealth center in the US. 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 5.7 trillion dollars of invested assets as per fourth 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 © UBS 2025. 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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