03:09:10 EDT Tue 16 Jul 2024
Enter Symbol
or Name

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

2023-03-27 11:32 ET - News Release

Company Website: https://www.ubs.com
WESTLAKE VILLAGE, Calif. -- (Business Wire)

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 dedicated to helping high-net-worth clients achieve their financial goals. Together, they manage nearly $180 million in client assets.

“On behalf of UBS, we’re excited to welcome Stephen and John to the firm,” said Louis Skertich, Market Director for the Westlake Village and Santa Barbara UBS offices. “Their industry experience and dedication to clients are a great addition to our business as we continue to expand our client offering in this key market.”

Stephen Hagy joins UBS as a Financial Advisor and Senior Portfolio Manager with over 30 years of experience serving high net worth clients and their families. He focuses his practice on working together with clients to build and manage portfolios designed to meet each client’s specific needs. Stephen spent the past nine years in a similar role at Morgan Stanley, and was previously with Prudential, PaineWebber and later UBS. He holds a Bachelor of Science Degree in Business Administration from the University of Southern California.

John Hagy joins UBS as a Financial Advisor and Portfolio Manager. He has over five years of experience in financial services and focuses on providing clients with holistic wealth management advice that aligns to their financial situation and life stage. John particularly enjoys working with professional athletes and real estate agents, having personal ties to both communities. He joins from Morgan Stanley, where he held a similar role. John graduated from Chapman University with a degree in Political Science and a minor in History. He is active in his local community and has previously supported the Centennial Guild, a foundation close to his heart, which aids Children’s Hospital Los Angeles.

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).


© UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.


Christina Aquilina

Source: UBS

© 2024 Canjex Publishing Ltd. All rights reserved.