ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

Financial Advisors Scott Seifert and Joe Hertig join UBS in Missoula, MT

By: via Business Wire

UBS Wealth Management USA today announced that Financial Advisors, Scott Seifert and Joe Hertig, have joined the firm in Missoula, Montana. Scott and Joe jointly manage $485 million in client assets.

“We continue to focus on recruiting and retaining the most productive advisors in the industry,” said Chuck Powers, Desert Mountain Market Head at UBS Wealth Management USA. “We believe we have one of the strongest platforms for advisors in the Americas, and with our suite of capabilities, advisors like Scott and Joe will be able to deliver the full power of UBS to their clients.”

Scott Seifert has joined UBS as a Financial Advisor and Senior Portfolio Manager, after serving as a Senior Vice President and Financial Advisor at Merrill Lynch Wealth Management. Scott has 33 years of experience in the financial services industry and works directly with families, executives, and business owners to assist them in achieving their financial goals. He holds a business degree from the University of Montana and holds the designation of Certified Financial Planner™, that he obtained from the Certified Financial Planner Board of Standards. In his local community, Scott is a Missoula Chamber Ambassador with the Missoula Chamber of Commerce. He is a Polson, Montana native and enjoys spending time with his wife and two children.

Joe Hertig has joined UBS as a Financial Advisor and Branch Manager of the Desert Mountain Montana Market, after serving as a Vice President at Merrill Lynch Wealth Management. He has over 22 years of experience in the financial services industry. Joe graduated from Pacific Lutheran University with a Bachelor of Science degree in Finance in 1996. In his local community, Joe is involved with the local church, is a coach for the Missoula Mammoths, and serves as a board member for Missoula Sunrise Rotary and the WestSlope Chapter of Trout Unlimited. He resides in Missoula with his wife of 29 years and their two children.

Notes to Editors

About UBS Global Wealth Management

As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted 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, 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).

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

Contacts

Recent Quotes

View More
Symbol Price Change (%)
AMZN  234.42
+0.54 (0.23%)
AAPL  286.19
+3.09 (1.09%)
AMD  215.24
-4.52 (-2.06%)
BAC  53.19
-0.05 (-0.09%)
GOOG  316.02
+0.90 (0.29%)
META  647.10
+6.23 (0.97%)
MSFT  490.00
+3.26 (0.67%)
NVDA  181.46
+1.54 (0.86%)
ORCL  201.10
+0.16 (0.08%)
TSLA  429.24
-0.90 (-0.21%)
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.