UBSN UBS Group AG

UBS Financial Services Establishes Greater New England Market

UBS Financial Services, Boston today announced the expansion of its Greater Boston Market to form The Greater New England Market, comprised of Massachusetts, New Hampshire, Vermont and Maine branches. The expanded market will be led by James Ducey, existing Head of The Greater Boston Market. Through this expansion, the following leaders have been appointed:

This press release features multimedia. View the full release here:

Pictured above, from left to right: Ian MacNeil, Branch Manager of Downtown Complex; Ken Railey, Assistant Market Head; Jad Dieterle, Northern New England Complex Manager; Alexis Bishop, Branch Manager of South Shore; James Ducey, Market Head; Brittany Manganaro, Branch Manager of Wellesley; Brad Miller, Branch Manager of Burlington and Rutland, Vermont; Tom Hanlon, Branch Manager of North Shore Pictured Below: James Ducey, Market Head, with Clare Kiesel, former Wellesley Branch Manager and current Silicon Valley, CA Complex Manager (Photo: Business Wire)

Pictured above, from left to right: Ian MacNeil, Branch Manager of Downtown Complex; Ken Railey, Assistant Market Head; Jad Dieterle, Northern New England Complex Manager; Alexis Bishop, Branch Manager of South Shore; James Ducey, Market Head; Brittany Manganaro, Branch Manager of Wellesley; Brad Miller, Branch Manager of Burlington and Rutland, Vermont; Tom Hanlon, Branch Manager of North Shore Pictured Below: James Ducey, Market Head, with Clare Kiesel, former Wellesley Branch Manager and current Silicon Valley, CA Complex Manager (Photo: Business Wire)

  • has been appointed to the Northern New England Complex Manager, representing branches in Maine, New Hampshire and Vermont. Dieterle acquires this role after having served as Executive Director and Branch Manager for UBS’s Portland, ME office
  • , has been appointed to Branch Manager of the Wellesley, Massachusetts office after previously serving as Branch Manager of UBS’s Concord and Manchester, NH offices
  • Existing Branch Manager of the Wellesley, MA Branch, , has been appointed to Silicon Valley, California Complex Manager and will now report to Market Head,

“We welcome and congratulate Jad and Brittany on their new positions within the market,” said Ken Railey, Assistant Market Head of The Greater New England Market. “These changes represent our devotion to clients to ensure they are at the forefront of financial planning and wealth management.”

The Greater New England Market will be comprised of 11 branches, including UBS’s four existing offices within the Greater Boston area which include those in Downtown Boston, South Shore, North Shore and Wellesley, in addition to offices in Portland and Bangor, ME; Concord, Manchester and Portsmouth, NH; and Burlington and Rutland, VT. Through this market expansion, the number of staff reporting into Jim Ducey has increased by 100, to a total of 470 within the region. Assets under management for The Greater New England Market now total $50 billion.

“With the expansion of the market, we are able to leverage the Greater New England resources and talent to better serve our clients and their families,” said Ducey. “We look forward to the continued success of the region and providing clients with our dedication and commitment as a robust and diversified team.”

Notes to Editors

About UBS Global Wealth Management

As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted 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 31% of its employees working in the Americas, 32% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 18% in Asia Pacific. UBS Group AG employs over 67,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

EN
04/02/2020

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