UBS Wealth Management USA today announced that a four-person advisor team, The Hart Group, has joined the firm. The team is led by Financial Advisors James Hart, Emily Hoag, Natalie Squillace, and.
ALBANY, N.Y., February 02, 2024 UBS Wealth Management USA today announced that a four-person advisor team, The Hart Group, has joined the firm. The team is led by Financial Advisors James Hart, Emily Hoag, Natalie Squillace, and Nolan Hart, and includes Registered Client Service Associate Lynda O Von Jaeger. Together, they manage approximately $1.3 billion in client assets for high-net-worth individuals and families, specializing in the Athletes and Entertainers segment.
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