Financial Advisor James Kosan joins UBS in the Inland Empire
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
RIVERSIDE, Calif.--(BUSINESS WIRE)--UBS Wealth Management today announced that James (Jim) Kosan has joined the firm in its Riverside, California office. As an advisor delivering comprehensive wealth management solutions, Jim’s primary focus is working with affluent families, providing Family Office services and specializing in life transitions.Jim manages complex family strategies, business succession strategies, inheritance planning, trust review and design, and tax minimization strategies, working with clients and other professionals to design custom portfolios that help meet clients’ retirement planning and personal financial goals. Prior to joining UBS, he worked as a financial advisor with Morgan Stanley since 2012 and prior to that, he spent six years with Merrill Lynch.“It is my pleasure to welcome Jim to our Riverside office,” says Pat Lizza, Market Director for the Inland Empire offices of UBS. “As a senior portfolio manager and financial advisor, Jim has a strong knowle
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