UBS has appointed Lisa Golia to lead its US wealth management advisers in the field, effective 1 March, according to a Reuters report.
Golia steps into this role after two years as chief operating officer for the division.
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Her responsibilities will include oversight of leadership, recruitment, retention, and compensation, the news agency said citing an internal memo.
Prior to joining UBS, Golia worked at Morgan Stanley for over 20 years.
Golia is set to report to Mike Camacho, head of US wealth management at UBS.
Camacho will now concentrate on strategic projects such as developing the UBS US bank, which has secured conditional regulatory approval, as well as expanding business across divisions and creating new products for high-net-worth clients.
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By GlobalDataUBS Las Vegas private wealth adviser Michael Chudd commented: “Every department is fighting for funding to do more – Lisa is helpful in trying to prioritise where the money needs to be spent,” mentioning efforts like technology investment for advisers.
The leadership reshuffle includes several other moves. John Vander Zee will succeed Golia as chief operating officer.
Ben Firestein, another former Morgan Stanley executive, has been appointed head of national sales, field leader and financial adviser development and recruiting, reporting to Golia.
His focus will be on adviser recruitment and development.
Additionally, regional directors Chris DiMuria, Julie Fox, Rick Gonzalez, Lauren Gorsche, and Jon Ramey will report to Golia under the updated structure.
Other executives reporting to her are John Mathews (private wealth management), Bill Carroll (high-net-worth strategy), and Len Golub (Wealth Advice Center).
