ETFOptimize | High-performance ETF-based Investment Strategies

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


ETFOptimize | HOME
Close Window

UBS Appoints Deanne Steele and George Towers III as Market Directors in San Diego Region

By: via Business Wire

UBS Global Wealth Management US has appointed two new Market Directors in the San Diego region, reflecting UBS’s continued investment in leadership, client relationships, and advisor growth in the Southern California market.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250806312008/en/

UBS Global Wealth Management US has appointed two new Market Directors in the San Diego region, reflecting its continued investment in leadership, client relationships, and advisor growth in Southern California. DeAnne Steele will lead the Carmel Valley and Rancho Bernardo offices, and George Towers III will lead the La Jolla and Downtown San Diego offices.

UBS Global Wealth Management US has appointed two new Market Directors in the San Diego region, reflecting its continued investment in leadership, client relationships, and advisor growth in Southern California. DeAnne Steele will lead the Carmel Valley and Rancho Bernardo offices, and George Towers III will lead the La Jolla and Downtown San Diego offices.

DeAnne Steele will lead the Carmel Valley and Rancho Bernardo offices, and George Towers III will lead the La Jolla and Downtown San Diego offices.

“With extensive financial industry experience, both DeAnne and George bring leadership, vision, and client-centric strategies to their new roles,” said Justin Frame, Pacific Desert Market Head at UBS. “I am confident that they will further enhance our capabilities and engagement across the San Diego region.”

DeAnne is a seasoned financial executive with a career spanning brokerage, fiduciary, and private banking platforms. She most recently led financial advisors across multiple offices for Merrill Lynch in Texas and California. Prior to that, she held various strategy-focused roles at Bank of America Private Bank. DeAnne holds an MBA in Finance from UCLA Anderson and dual undergraduate degrees in English and Political Science from UCLA. She also holds the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst (CAIA) designations.

George steps into his role as Market Director after serving as Associate Market Executive for the Pacific Desert Market at UBS. His career trajectory began in ministry before he transitioned to wealth management, applying his people-first approach to financial planning at UBS. George earned his degree in Finance and Economics from the University of Denver and holds the Accredited Wealth Management Advisor (AWMA) designation.

Notes to Editors: Bios available upon request

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. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. 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).

“With extensive financial industry experience, both DeAnne and George bring leadership, vision, and client-centric strategies to their new roles,” said Justin Frame, Pacific Desert Market Head at UBS.

Contacts

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 following
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.