UBS Advisors Peter Dorfman and Mike Carr Receive Managing Director – Wealth Management Title
UBS Group AG Registered Ordinary Shares (UBS)
US:NYSE Investor Relations:
ubs.com/global/en/about_ubs/investor_relations.html
Company Research
Source: Business Wire
NEW YORK--(BUSINESS WIRE)--UBS Wealth Management US today announced that Private Wealth Advisor Peter Dorfman and Financial Advisor Mike Carr have received the title of Managing Director – Wealth Management. This achievement is a testament to their longstanding commitment to delivering exceptional wealth management and unparalleled client service.This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250303793961/en/Peter Dorfman and Mike Carr; Credit UBSPeter and Mike have over 60 years of combined experience working in financial services. Together, alongside Private Wealth Advisor Scott Zelniker, they lead The Zelniker Dorfman Carr & Heritage Group at UBS. With offices in New York City, Gainesville and Sarasota, the 14-member team serves generations of successful families, business owners, athletes and entertainers nationwide by providing personalized advice and solutions.“Peter and Mike are seasoned professionals who bring s
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UBS
Earnings
- 10/30/25 - Beat
UBS
Sec Filings
- 11/13/25 - Form 13F-HR
- 11/6/25 - Form 6-K
- 11/5/25 - Form 6-K
- UBS's page on the SEC website