UBS Wealth Management USA has announced several leadership appointments and real estate changes in its Southeast Wealth Management Region, underscoring the firm’s ongoing investment in its financial advisers and the clients they serve.
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, N.C.; Charleston, S.C.; Nashville; Miami; Palm Beach and Naples, Fla.; and Tampa, among others.
Chris Shaw will join as regional market director and managing director for the Southeast region at the conclusion of his notice period. Shaw will report to Ben Firestein, head of national sales strategy, field leader and financial adviser development, teaming, retention & recruiting, and work closely with Julie Fox, Southeast regional director, UBS.
With more than three decades of wealth management experience, Shaw will focus on recruitin
