{"id":739947,"date":"2023-03-14T12:03:21","date_gmt":"2023-03-14T16:03:21","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-partners-with-athletes-soul-to-support-retiring-athletes-and-adds-advisor-to-the-firms-certified-athletes-and-entertainers-segment\/"},"modified":"2023-03-14T12:03:21","modified_gmt":"2023-03-14T16:03:21","slug":"ubs-partners-with-athletes-soul-to-support-retiring-athletes-and-adds-advisor-to-the-firms-certified-athletes-and-entertainers-segment","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-partners-with-athletes-soul-to-support-retiring-athletes-and-adds-advisor-to-the-firms-certified-athletes-and-entertainers-segment\/","title":{"rendered":"UBS Partners With Athletes Soul to Support Retiring Athletes and Adds Advisor to the Firm\u2019s Certified Athletes and Entertainers Segment"},"content":{"rendered":"<p>        <!--body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>UBS Partners With Athletes Soul to Support Retiring Athletes and Adds Advisor to the Firm\u2019s Certified Athletes and Entertainers Segment<\/b><\/p>\n<p><b>Additionally, Advisor Barry Porter of UBS\u2019s Newport Beach office, has earned the Athletes and Entertainers Consultant designation through the UBS Athletes and Entertainers Strategic client segment<\/b><\/p>\n<p>INDIAN WELLS, Calif.&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nToday, UBS announced a partnership with <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.athletessoul.org%2F&amp;esheet=53361641&amp;newsitemid=20230314005416&amp;lan=en-US&amp;anchor=Athletes+Soul&amp;index=1&amp;md5=db6f889b37b2dd29c928ddd6ca6b6ad3\">Athletes Soul<\/a>, a volunteer-based organization that supports athletes as they transition into athletic retirement, to provide financial education, resources and advice for retiring athletes.\n<\/p>\n<p>\nWith the partnership, UBS will provide financial education through group events as well as personal and online programs to help retiring athletes make informed decisions for themselves, their families and their legacies. To launch the initiative, UBS will host a series of interviews with former professional athletes at the BNP Paribas Open Tennis Tournament in Indian Wells, CA.\n<\/p>\n<p>\nFounded by former athletes in 2019, Athletes Soul is focused on providing support for the whole person, and has been instrumental in providing nutritional, physical and mental health and wellness programs to support professional or semi-pro, Olympic and college athletes as they transition away from sports and into new endeavors.\n<\/p>\n<p>\n\u201cOur mission is to support athletes as they transition away from sports by raising awareness about the challenges of athletic retirement, and by empowering athletes to develop beyond sports with transition and career coaching,\u201d says former Olympian <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fmyriam-glez-oly-8682422%2F&amp;esheet=53361641&amp;newsitemid=20230314005416&amp;lan=en-US&amp;anchor=Myriam+Glez&amp;index=2&amp;md5=4b78f1991610a635411b19a1d2ea6e43\">Myriam Glez<\/a>, founder and chair of Athletes Soul. \u201cUntil now, we have been missing the financial piece of this puzzle, and we are very gratified that UBS sees the value in working with us to provide the wealth management education and advice that will help our athletes make smart financial decisions.\u201d\n<\/p>\n<p>\nAt the same time, Barry Porter of UBS\u2019s Newport Beach office has gained designation as a certified consultant within the UBS Athletes and Entertainers Strategic segment.\n<\/p>\n<p>\nUBS launched its <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com%2Fus%2Fen%2Fwealth-management%2Fspecialized-advice%2Fathletes-and-entertainers.html&amp;esheet=53361641&amp;newsitemid=20230314005416&amp;lan=en-US&amp;anchor=Athletes+and+Entertainers+Strategic+Client+Segment&amp;index=3&amp;md5=94f041978c9ede1ddb449839fd6b68ce\">Athletes and Entertainers Strategic Client Segment<\/a> in 2019 to provide holistic financial advice and guidance to clients across sports and entertainment industries. The segment is led by former professional football player, Adewale (Wale) Ogunleye, who supports a select group of financial advisors dedicated to serving the complex and unique needs of these groups. Barry Porter is one of a select few advisors at the firm that have earned the AEC designation. <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fporteraxelsonbremner%2FMeet-the-team.htm&amp;esheet=53361641&amp;newsitemid=20230314005416&amp;lan=en-US&amp;anchor=Barry+and+his+team&amp;index=4&amp;md5=0d543809799b706f97af7fcf50d67265\">Barry and his team<\/a> provide professional sports and entertainment clients with insights and a complete picture of their financial situation, focusing on tax-efficient investing, asset allocation and the transfer of wealth between generations.\n<\/p>\n<p>\n\u201cRetiring and professional athletes and entertainers need seasoned and focused experts like Barry who can help them navigate the unknowns and intricate challenges that come with being a highly paid athlete, actor or musician,\u201d said <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Flocal.ubs.com%2Fnewport-center-ca-uj%2FMeet-the-team.htm&amp;esheet=53361641&amp;newsitemid=20230314005416&amp;lan=en-US&amp;anchor=Justin+Frame&amp;index=5&amp;md5=9974da26a5a8456963c5360d9b8df7e5\">Justin Frame<\/a>, UBS Market Head for the Pacific Desert market that includes Southern California, Arizona and Hawaii. \u201cWe are proud that Barry has received his AEC designation. The value and insight he\u2019s provided over the years to professional athletes and entertainers, alongside his understanding of the industry, will be extremely beneficial to our clients. The Athletes Soul connection will help us educate athletes early in their process of transition and we are looking forward to helping the group expand their programs.\u201d\n<\/p>\n<p>\nUBS advisors with the AEC designation meet specific requirements including depth of experience advising clients in the sports and entertainment industries, a commitment to serving the athlete or entertainer in a way that meets them at their current knowledge level, and an extensive training program, which covers everything from atypical income streams to special financial planning circumstances.\n<\/p>\n<p><b>About UBS<\/b><\/p>\n<p>\nUBS 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.\n<\/p>\n<p>\nUBS 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, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people worldwide. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).\n<\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=53361641&amp;newsitemid=20230314005416&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=6&amp;md5=d8b028925b9191c5386e9f76ef3316c8\">https:\/\/www.ubs.com<\/a><\/p>\n<p>\n\u00a9 UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results.\n<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20230314005416r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20230314005416\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20230314005416\/en\/<\/a><\/span><\/p>\n<p>\nBeth Walsh<br \/>\n<br \/>858-254-2845<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:beth@clearpointagency.com\">beth@clearpointagency.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> United States North America California<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Finance Sports Accounting Professional Services General Sports<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20230314005416\/en\/827707\/3\/ubs_semibold_4c.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>UBS Partners With Athletes Soul to Support Retiring Athletes and Adds Advisor to the Firm\u2019s Certified Athletes and Entertainers Segment Additionally, Advisor Barry Porter of UBS\u2019s Newport Beach office, has earned the Athletes and Entertainers Consultant designation through the UBS Athletes and Entertainers Strategic client segment INDIAN WELLS, Calif.&#8211;(BUSINESS WIRE)&#8211; Today, UBS announced a partnership with Athletes Soul, a volunteer-based organization that supports athletes as they transition into athletic retirement, to provide financial education, resources and advice for retiring athletes. With the partnership, UBS will provide financial education through group events as well as personal and online programs to help retiring athletes make informed decisions for themselves, their families and their legacies. To launch the initiative, UBS will host a &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-partners-with-athletes-soul-to-support-retiring-athletes-and-adds-advisor-to-the-firms-certified-athletes-and-entertainers-segment\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;UBS Partners With Athletes Soul to Support Retiring Athletes and Adds Advisor to the Firm\u2019s Certified Athletes and Entertainers Segment&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-739947","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>UBS Partners With Athletes Soul to Support Retiring Athletes and Adds Advisor to the Firm\u2019s Certified Athletes and Entertainers Segment - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-partners-with-athletes-soul-to-support-retiring-athletes-and-adds-advisor-to-the-firms-certified-athletes-and-entertainers-segment\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UBS Partners With Athletes Soul to Support Retiring Athletes and Adds Advisor to the Firm\u2019s Certified Athletes and Entertainers Segment - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"UBS Partners With Athletes Soul to Support Retiring Athletes and Adds Advisor to the Firm\u2019s Certified Athletes and Entertainers Segment Additionally, Advisor Barry Porter of UBS\u2019s Newport Beach office, has earned the Athletes and Entertainers Consultant designation through the UBS Athletes and Entertainers Strategic client segment INDIAN WELLS, Calif.&#8211;(BUSINESS WIRE)&#8211; Today, UBS announced a partnership with Athletes Soul, a volunteer-based organization that supports athletes as they transition into athletic retirement, to provide financial education, resources and advice for retiring athletes. With the partnership, UBS will provide financial education through group events as well as personal and online programs to help retiring athletes make informed decisions for themselves, their families and their legacies. To launch the initiative, UBS will host a &hellip; Continue reading &quot;UBS Partners With Athletes Soul to Support Retiring Athletes and Adds Advisor to the Firm\u2019s Certified Athletes and Entertainers Segment&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-partners-with-athletes-soul-to-support-retiring-athletes-and-adds-advisor-to-the-firms-certified-athletes-and-entertainers-segment\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2023-03-14T16:03:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20230314005416r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-partners-with-athletes-soul-to-support-retiring-athletes-and-adds-advisor-to-the-firms-certified-athletes-and-entertainers-segment\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-partners-with-athletes-soul-to-support-retiring-athletes-and-adds-advisor-to-the-firms-certified-athletes-and-entertainers-segment\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"UBS Partners With Athletes Soul to Support Retiring Athletes and Adds Advisor to the Firm\u2019s Certified Athletes and Entertainers Segment\",\"datePublished\":\"2023-03-14T16:03:21+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-partners-with-athletes-soul-to-support-retiring-athletes-and-adds-advisor-to-the-firms-certified-athletes-and-entertainers-segment\\\/\"},\"wordCount\":873,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-partners-with-athletes-soul-to-support-retiring-athletes-and-adds-advisor-to-the-firms-certified-athletes-and-entertainers-segment\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20230314005416r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-partners-with-athletes-soul-to-support-retiring-athletes-and-adds-advisor-to-the-firms-certified-athletes-and-entertainers-segment\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-partners-with-athletes-soul-to-support-retiring-athletes-and-adds-advisor-to-the-firms-certified-athletes-and-entertainers-segment\\\/\",\"name\":\"UBS Partners With Athletes Soul to Support Retiring Athletes and Adds Advisor to the Firm\u2019s Certified Athletes and Entertainers Segment - 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With the partnership, UBS will provide financial education through group events as well as personal and online programs to help retiring athletes make informed decisions for themselves, their families and their legacies. 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