Advisor team The Hagy Group joins UBS in Westlake Village, California
March 27 2023 - 11:32AM
Business Wire
UBS Wealth Management USA today announced that Financial
Advisors Stephen and John Hagy, of The Hagy Group, have joined the
firm’s Westlake Village office. The multi-generational team is
dedicated to helping high-net-worth clients achieve their financial
goals. Together, they manage nearly $180 million in client
assets.
“On behalf of UBS, we’re excited to welcome Stephen and John to
the firm,” said Louis Skertich, Market Director for the Westlake
Village and Santa Barbara UBS offices. “Their industry experience
and dedication to clients are a great addition to our business as
we continue to expand our client offering in this key market.”
Stephen Hagy joins UBS as a Financial Advisor and Senior
Portfolio Manager with over 30 years of experience serving high net
worth clients and their families. He focuses his practice on
working together with clients to build and manage portfolios
designed to meet each client’s specific needs. Stephen spent the
past nine years in a similar role at Morgan Stanley, and was
previously with Prudential, PaineWebber and later UBS. He holds a
Bachelor of Science Degree in Business Administration from the
University of Southern California.
John Hagy joins UBS as a Financial Advisor and Portfolio
Manager. He has over five years of experience in financial services
and focuses on providing clients with holistic wealth management
advice that aligns to their financial situation and life stage.
John particularly enjoys working with professional athletes and
real estate agents, having personal ties to both communities. He
joins from Morgan Stanley, where he held a similar role. John
graduated from Chapman University with a degree in Political
Science and a minor in History. He is active in his local community
and has previously supported the Centennial Guild, a foundation
close to his heart, which aids Children’s Hospital Los Angeles.
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).
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Media: Christina Aquilina Christina.aquilina@ubs.com
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