{"id":788139,"date":"2023-10-04T14:25:05","date_gmt":"2023-10-04T18:25:05","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-private-wealth-advisors-in-philadelphia\/"},"modified":"2023-10-04T14:25:05","modified_gmt":"2023-10-04T18:25:05","slug":"ubs-hires-private-wealth-advisors-in-philadelphia","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-private-wealth-advisors-in-philadelphia\/","title":{"rendered":"UBS hires Private Wealth Advisors in Philadelphia"},"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 hires Private Wealth Advisors in Philadelphia<\/b><\/p>\n<p>PHILADELPHIA&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nUBS today announced that two Private Wealth Advisor teams will join the firm in Philadelphia. One team is led by Private Wealth Advisor Charles Lynch and the other team is led by Private Wealth Advisors Elijah Dornstreich and Ryan DePaul.<\/p>\n<p>\nAt the conclusion of their respective notice periods, Charles, Elijah and Ryan, who collectively manage roughly $1.7 billion in assets, will join the Philadelphia D.C. market, managed by Market Executive Julie Fox, and will be located in the firm\u2019s Philadelphia office at 1735 Market Street.<\/p>\n<p>\n\u201cWe are proud to expand our team in Philadelphia, which is a growing and productive region for our business,\u201d said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. \u201cCharles, Elijah and Ryan have decades of experience in the industry and we are confident that they will provide excellent value to clients and strengthen our commitment to serving the needs of high net worth and ultra high net worth families and individuals.\u201d<\/p>\n<p>\nCharles advises high net worth families, business owners, athletes and nonprofit organizations on investment matters. He will join UBS from Bernstein Private Wealth Management, and has previously held senior roles at S.S. White, a global manufacturing firm, and at Surgical Laser Technologies, a medical device firm. Charles holds a BA and an MBA from Clemson University, where he played football. He also played in the NFL for two seasons and is a member of the NFL Alumni and NFL Players Association. He is fluent in Spanish and basic Mandarin Chinese.<\/p>\n<p>\nJoining Charles is Senior Wealth Strategy Associate Frank Ruggiano.<\/p>\n<p>\nElijah will also join from Bernstein Private Wealth Management, and he specializes in advising business owners and families on financial planning and investment matters, with a focus on pre-transaction planning. Prior to joining Bernstein in 2011, Elijah was a founder of Capital Business Partners, a boutique lending firm for small business owners. He is also a former founder and CEO of a middle market financial services and real estate company. Elijah holds a BA from the University of Pennsylvania and serves on the Executive Committee of the Association for Corporate Growth.<\/p>\n<p>\nRyan advises high net worth individuals, entrepreneurs, business owners, and corporate executives on all aspects of wealth planning, including strategic asset allocation, wealth transfer, and charitable giving. He joined Bernstein Private Wealth Management in 2012, and prior to that, was previously a financial advisor at ING Financial Partners. He holds the Certified Financial Planner (CFP\u00ae) and Certified Exit Planning Advisor (CEPA\u00ae) designations. Ryan holds a BA from Wake Forest University and an MS from Villanova University.<\/p>\n<p>\nJoining Elijah and Ryan are Senior Wealth Strategy Associates Michaela O\u2019Connell and Jack Ramirez.<\/p>\n<p>\nUBS is committed to investing in the Philadelphia region. In August, <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.businesswire.com%2Fnews%2Fhome%2F20230817316432%2Fen%2FUBS-Welcomes-Clients-to-New-Philadelphia-Office&amp;esheet=53576935&amp;newsitemid=20231004857273&amp;lan=en-US&amp;anchor=UBS+announced&amp;index=1&amp;md5=2074232c49935f9c074a819270409f8d\">UBS announced<\/a> the opening of its new office space in Philadelphia and the hiring of industry veteran David Lojpersberger, who joined the firm as Market Director and oversees the firm\u2019s wealth management offices in Philadelphia and nearby Conshohocken and Newtown.<\/p>\n<p><b>Notes to Editors<\/b><\/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.<\/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 around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).<\/p>\n<p>\n\u00a9 UBS 2023. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Past performance is not an indication of future results. <b>For press use only.<\/b><\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20231004857273r1&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\/20231004857273\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20231004857273\/en\/<\/a><\/span><\/p>\n<p><b>Media:<br \/>\n<\/b><br \/>Scott Gamm<br \/>\n<br \/>Strategy Voice Associates<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:scott@strategyvoiceassociates.com\">scott@strategyvoiceassociates.com<\/a><\/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=53576935&amp;newsitemid=20231004857273&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=2&amp;md5=8d0f14f4e01f018bbff82056ffcbaf75\">https:\/\/www.ubs.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> Pennsylvania United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Consulting Banking Professional Services Finance<\/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\/20231004857273\/en\/1906924\/3\/UBS_Logo.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 hires Private Wealth Advisors in Philadelphia PHILADELPHIA&#8211;(BUSINESS WIRE)&#8211; UBS today announced that two Private Wealth Advisor teams will join the firm in Philadelphia. One team is led by Private Wealth Advisor Charles Lynch and the other team is led by Private Wealth Advisors Elijah Dornstreich and Ryan DePaul. At the conclusion of their respective notice periods, Charles, Elijah and Ryan, who collectively manage roughly $1.7 billion in assets, will join the Philadelphia D.C. market, managed by Market Executive Julie Fox, and will be located in the firm\u2019s Philadelphia office at 1735 Market Street. \u201cWe are proud to expand our team in Philadelphia, which is a growing and productive region for our business,\u201d said Julie Fox, Philadelphia D.C. Market Executive &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-private-wealth-advisors-in-philadelphia\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;UBS hires Private Wealth Advisors in Philadelphia&#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-788139","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>UBS hires Private Wealth Advisors in Philadelphia - 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-hires-private-wealth-advisors-in-philadelphia\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UBS hires Private Wealth Advisors in Philadelphia - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"UBS hires Private Wealth Advisors in Philadelphia PHILADELPHIA&#8211;(BUSINESS WIRE)&#8211; UBS today announced that two Private Wealth Advisor teams will join the firm in Philadelphia. One team is led by Private Wealth Advisor Charles Lynch and the other team is led by Private Wealth Advisors Elijah Dornstreich and Ryan DePaul. At the conclusion of their respective notice periods, Charles, Elijah and Ryan, who collectively manage roughly $1.7 billion in assets, will join the Philadelphia D.C. market, managed by Market Executive Julie Fox, and will be located in the firm\u2019s Philadelphia office at 1735 Market Street. \u201cWe are proud to expand our team in Philadelphia, which is a growing and productive region for our business,\u201d said Julie Fox, Philadelphia D.C. 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