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The trio, Doris Neyra, Melissa Van Putten-Henderson and Relationship Manager Gina Jamurath, have close ties to Miami community. Neyra, who was with Wells Fargo for 15 years focusing on ultra-high-net worth clients in South Florida, served on the board of directors of The Commonwealth Institute from 2014-2020, and has been involved with the United Way’s Women s Leadership Council, Big Brothers Big Sisters and Alexandra’s Angels. Henderson, who started her career at UBS from 2003 to 2005, and spent eight years as a senior investment strategist for Wells Fargo, is a mentor with Women of Tomorrow and a board member of the Children’s Home Society. ....
Press release content from Business Wire. The AP news staff was not involved in its creation. USD 6.5 Billion Advisor Team Joins UBS Private Wealth Management in Los Angeles February 5, 2021 GMT LOS ANGELES (BUSINESS WIRE) Feb 5, 2021 UBS Private Wealth Management in Los Angeles announced today that a seven-person team, “The Legacy Multi-Family Group,” joined the firm in Century City. The team, led by Patrick Schaffer and Ryan Bristol, have four decades of combined experience. They join UBS following nine years at J.P. Morgan Private Bank, where they built a successful USD 6.5 billion business focusing on high-net-worth families, individuals, foundations, and privately held businesses. The team includes Financial Advisors Barry Peterson, Corey Mazza and Dhanesh Bharvani, Relationship Manager Basel Sbeini, and Senior Wealth Strategy Associate Shauna Kohanchi. ....