UBS Hires $640 Million Advisor Team in Sarasota, FL
March 01 2023 - 11:00AM
Business Wire
UBS Wealth Management USA today announced that Financial
Advisors Brian Mariash and James Barton “Bart” Lowther have joined
the firm in Sarasota, Florida. Together with their six-person team,
Mariash Lowther Wealth Management, they manage nearly $640 million
in client assets for ultra-high net worth individuals and
families.
“On behalf of UBS, we’re excited to welcome Brian, Bart and
their entire team to the firm,” said Greg Kadet, Managing Director
and Florida Market Director at UBS Wealth Management USA. “The
team’s experience, dedication to clients, and passion for
philanthropy are a great addition to our business as we look to
continue to expand and enhance our ability to serve clients in this
growing market.”
“As partners for over 10 years, Brian and Bart have a deep
commitment to helping clients and their families navigate complex
financial matters,” said Karmen Keup, Southwest Florida Market
Director at UBS Wealth Management USA. “With our unique suite of
capabilities at UBS, I have no doubt the team will continue to
successfully deliver for clients in the years to come.”
Brian Mariash joins UBS from Merrill Wealth Management, where he
spent the past 15 years working as a Financial Advisor. He joined
the financial services industry in 2001, after a career in music
education. Brian brings an learning-based approach to wealth
management, and his personal mission to educate, connect and
contribute has become part of the mission of the team he founded,
Mariash Lowther Wealth Management. His practice focuses on advising
ultra-high net worth retirees, C-suite executives and small
business owners.
Brian holds the Certified Investment Management Analyst®
designation (CIMA®), administered by the Investments & Wealth
Institute™ (The Institute) at The Wharton School of Business, and
the Accredited Asset Management Specialist™, AAMS™® designation
from The College for Financial Planning Institutes Corp. As an
active member and supporter of his local community, Brian
previously served on the board of the Child Protection Center of
Sarasota as well as the board for Jewish Family and Children
Services. He is the proud father of three children and resides in
downtown Sarasota.
Bart Lowther began his financial services career at Merrill
Wealth Management in 2010. Through his practice, he focuses on
helping clients manage and preserve their wealth through various,
complex market cycles based on their individual needs. Together
with his team, Bart focuses on delivering a comprehensive approach
to managing wealth that begins with listening to a client's unique
financial needs to help ensure each strategy is grounded in an
understanding of what each client wants to achieve. He also
specializes in providing clients with investment planning advice
for retirement.
Bart received his finance degree from the A.B. Freeman School of
Business at Tulane University in 2010. He holds the Certified
Financial Planner (CFP®) certification as well as the Chartered
Retirement Planning Counselor (CRPC®) designation from the College
for Financial Planning. Bart is passionate about giving back to his
local community, and serves on the boards of The Circus Arts
Conservatory and All Faith’s Food Bank. A Sarasota native, Bart
enjoys playing music, going to the beach, and spending time with
his dogs, Layla and Beaux.
Brian and Bart are joined by Financial Advisor Jesse Perez,
CFP®, as well as Client Associates Shannon Murphy, Dionysios
Skaliotis and Sovanna Sok.
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, 29% in Switzerland, 20% 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
© UBS 2023. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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Media: Christina Aquilina Christina.aquilina@ubs.com
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