UBS today announced that Lin Reynolds will be joining the firm as a Private Wealth Advisor. At the conclusion of her respective notice period, Lin will join the UBS Manhattan Market, led by Market Executive Kellie Brady, and will be based in the firm’s 1285 Avenue of the Americas Private Wealth Management office. She will report to Market Director Tom Conigatti.

“We are thrilled that Lin will be joining UBS,” said Kellie Brady, Manhattan Market Executive at UBS. “Her dedication and international perspective will be a great addition to our team. I am confident that she will be able to leverage the full suite of UBS’s global resources and capabilities to provide clients with customized strategies and help them achieve the goals that matter most to them.”

“Lin’s extensive experience, deep understanding of clients’ sophisticated financial needs, and commitment to best-in-class service make her stand out as a professional,” said Tom Conigatti, UBS Market Director. “We will be excited to welcome her to UBS and look forward to working alongside her to provide comprehensive, tailored solutions to our ultra-high-net-worth clients.”

Lin will join UBS in New York from J.P. Morgan Private Bank where she most recently served as an Executive Director and Private Banker, working with global family offices and wealthy individuals. At UBS, she will be responsible for advising ultra-high-net-worth and next gen clients on a variety of matters including asset allocation, investment portfolio construction, customized lending and liquidity strategies, and wealth transfer implementation.

Lin has over nine years of experience working with global families and wealthy individuals. She began her career in wealth management covering founders and family offices predominantly based in Asia, and then focused on working closely with business owners, wall street executives, and hedge fund and real estate principals in New York.

Prior to her career in wealth management, Lin completed JPM Chase’s Leadership Development Program, where she rotated through different lines of businesses within the bank, including Macro Economic Research, Corporate Risk Management & Strategy, and Mortgage Banking Credit Risk.

Lin received her Bachelor of Arts in Sociology and Economics from Lake Forest College and obtained a Master’s in Economics from American University. Born and raised in Chengdu, China, she is fluent in Mandarin. She currently resides in Greenwich, CT with her husband, daughter, son and two dogs.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

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