ETFOptimize | High-performance ETF-based Investment Strategies

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


ETFOptimize | HOME
Close Window

Financial Advisor Michael Nazarian joins UBS in Greater Los Angeles Market

By: via Business Wire

UBS Wealth Management USA announced today that Michael Nazarian has joined UBS as a Financial Advisor and Managing Director in Sherman Oaks, California.

“We continue to be very focused on recruiting and retaining talented advisors, and we’re thrilled to welcome Michael to the firm,” said Jim Kottoor, Greater Los Angeles Market Head at UBS Wealth Management USA. “Michael’s expertise in serving the needs of high net-worth individuals will be of great value to our continued growth in the San Fernando Valley area.”

Michael provides families and business owners with tailored investment, liability management, risk management and estate planning services. He takes a comprehensive approach to wealth planning that considers clients’ past and current experiences to set goals that align with their needs, while retaining flexibility to adjust to changing conditions.

“Michael is dedicated to helping clients build, manage, preserve and transition their wealth,” said Jaspreet “Jesse” Puri, Branch Manager, Sherman Oaks, and Bakersfield at UBS Wealth Management USA. “He brings over 20 years of financial services experience to our rapidly growing Sherman Oaks branch.”

Prior to joining UBS, Michael spent the last 14 years as a Financial Advisor at Wells Fargo. Previously he worked at Citi Smith Barney after starting his career in real estate. He graduated from the University of Southern California with a degree in Business.

Notes to Editors

About UBS

UBS 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.

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 2022. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

“We continue to be very focused on recruiting and retaining talented advisors, and we’re thrilled to welcome Michael to the firm,” said Jim Kottoor, Greater Los Angeles Market Head at UBS Wealth Management USA.

Contacts

Data & News supplied by www.cloudquote.io
Stock quotes supplied by Barchart
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.


 

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.