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Advisor team The Hagy Group joins UBS in Westlake Village, California

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. | March 27, 2023

United statesStephen hagyJohn hagyLouis skertichAsia pacificLos angelesMorgan stanleyCentennial guildSwiss exchangeChapman universityBachelor of science degree in business administrationUniversity of southern californiaYork stock exchangeHagy groupManagement united statesFinancial advisors stephen

$368 Million Advisor Team Joins UBS in Greater Los Angeles Market

15.09.2022 - UBS Wealth Management USA announced today that a three-person team managing $368 million in client assets has joined the firm in the Greater Los Angeles market. The team is led by Financial Advisors Carl Ceder and Rachel Cain, based in Sherman Oaks .

United statesBeverly hillsWestlake villageAsia pacificLang schwarzLouis skertichYork stock exchangeClient service associate diana dellUniversity of kansas at lawrenceGroup stockNational planned giving roundtableSwiss exchangeCalifornia societyMcdonough school of business at georgetown universityLehigh universityBeverly hills bar association

UBS Advisor David J Van Acker Named to Forbes/SHOOK Best-in-State Wealth Advisors List

UBS Advisor David J Van Acker Named to Forbes/SHOOK Best-in-State Wealth Advisors List
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Republic ofUnited statesWestlake villageDavidj van ackerAsia pacificLouis skertichYork stock exchangeFinancial services incFinancial advisor advisory councilSwiss exchangeInvestment bankSolutions committeeUs navyResearch wealth advisorsWestlake village branchManagement united states