03:08:08 EST Sun 03 Dec 2023
Enter Symbol
or Name

$428 million advisor team joins UBS in Hartford, Connecticut

2022-09-30 12:30 ET - News Release

Company Website: https://www.ubs.com
HARTFORD, Conn. -- (Business Wire)

UBS Wealth Management USA today announced that Matthew Tashjian and Jason Farkas have joined the firm as Financial Advisors in Hartford, Connecticut. The team is responsible for managing a combined $428 million in client assets for high net worth individuals and families.

Matthew and Jason join the firm's Central New England New York State Market, managed by William Cholawa, and are also joined by Client Service Associates Nicoletta Geraci and Alexandria Braithwaite.

"Matthew and Jason are well-versed in helping families navigate different market environments by designing and implementing comprehensive plans for the accumulation, retention and transfer of wealth," said William Cholawa, Central New England New York State Market Head at UBS Wealth Management USA. "They bring more than 50 years of combined experience to UBS, and will be invaluable as we continue to expand our client offering in the Connecticut area and beyond."

Matthew brings more than 25 years of wealth management industry experience to UBS. He focuses on providing a select group of high-net-worth individuals and families with tailored solutions that address their unique goals, ambitions and financial personalities. Prior to joining the firm, he worked at Merrill Lynch as a Wealth Management Advisor. Matthew previously served on the internal teaching faculties at both Merrill and Smith Barney, where he developed a curriculum called Wealth and Well-Being, designed to help investors understand how personal aspirations and motivations for investing can contribute to life success.

Jason has more than 25 years of capital markets experience, having previously served as a technical analyst, trader, financial advisor and 401(k) plan consultant. His industry experience and deep perspective enable him to provide clients with personalized, tactical wealth management strategies, and help clients anticipate and pursue critical financial objectives. Prior to joining UBS, Jason spent ten years working at Merrill Lynch Wealth Management. He earned MBA certificates in Accounting, Finance and Negotiation at Heriot-Watt University's Edinburgh Business School after attending Arizona State University.

Notes to Editors

About UBS

UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target 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 30% of its employees working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

copyright UBS 2022. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.


Christina Aquilina

Source: UBS Wealth Management USA

© 2023 Canjex Publishing Ltd. All rights reserved.