UBS Private Wealth Management hires $500 million financial advisor team in Washington, D.C.
June 24 2022 - 1:00PM
Business Wire
UBS Private Wealth Management today announced that Private
Wealth Advisors Mikail Qazi and Timothy Martin have joined the firm
in Washington, D.C. The team manages approximately $500 million in
client assets for high net worth and ultra-high net worth
individuals and families. Mikail and Timothy join the UBS Northeast
Private Wealth market, managed by Julie Fox, and report to Branch
Manager Brendan Graham.
“Mikail and Timothy have decades of industry experience and a
deep commitment to helping their clients meet their financial goals
and objectives,” said Julie Fox, Northeast Market Head at UBS
Private Wealth Management. “We are thrilled to welcome them to UBS
and are confident their expertise will help us continue to grow our
business in this important market.”
“We are committed to providing our high net worth and ultra-high
net worth clients with the highest level of personalized service
and advice,” said John Mathews, Head of UBS Private Wealth
Management. “Mikail and Timothy will be a strong addition to our
private wealth management business, as we continue to expand our
local presence in the Washington, D.C. and Northeast market.”
Mikail joins UBS from Merrill Lynch Wealth Management, where he
spent the past 17 years advising high net worth individuals. Prior
to that, he advised high net worth clients on alternative
investments at private equity firm Brookwood LLC. Mikail holds the
Chartered Retirement Planning Counselor (CRPC®) designation and was
named to the Forbes Best-in-State Wealth Advisors list for
Washington, D.C. for the last four years. He graduated from the
University of Virginia as a Rodman Scholar.
Timothy spent the past decade at Merrill Lynch Wealth Management
and is a Certified Financial Planner (CFP®) and a Certified
Investment Management Analyst (CIMA®). He focuses on advising high
net worth individuals and families on retirement planning,
investment management and estate planning. Timothy also holds the
CRPC® designation. He graduated summa cum laude with a Bachelor of
Science degree in finance from the University of South
Carolina.
Mikail and Timothy will be joined by Albana Droboniku, Senior
Wealth Strategy Associate.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people
and ideas are connected and opportunities brought to life, and
provides financial advice and solutions to wealthy, institutional
and corporate clients worldwide, as well as to private clients in
Switzerland. UBS offers investment solutions, products and
impactful thought leadership, is the leading global wealth manager,
provides large-scale and diversified asset management, focused
investment banking capabilities, and personal and corporate banking
services in Switzerland. The firm focuses on businesses that have a
strong competitive position in their target markets, are capital
efficient and have an attractive long-term structural growth or
profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
https://www.ubs.com
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