UBS Hires Leading Private Wealth Management Advisor Team in Atlanta, Georgia
December 15 2020 - 11:30AM
Business Wire
UBS Private Wealth Management (PWM) today announced that Jeff
Lewis, Steve May, and John McColskey, have joined the firm as
Managing Director-ranked Financial Advisors in Atlanta,
Georgia.
Also joining UBS are Jessie Searles and Mary Bennett, who will
serve as Relationship Managers, as well as Portfolio Associate John
Lindsey. The team will report to Lane Strumlauf, Southeast Private
Wealth Management Market Head.
“We are excited to bring Jeff, Steve and John onto our platform,
as we continue to focus on recruiting and retaining the most
productive financial advisors in the industry,” said John Mathews,
Head of Ultra-High Net Worth and PWM Americas at UBS Global Wealth
Management. “We believe we have the strongest platform for Private
Wealth Advisors in the Americas, and with our suite of Ultra-High
Net Worth capabilities, advisors like Jeff, Steve and John will be
able to deliver the full power of UBS to their clients.”
“Jeff, Steve and John bring a significant amount of experience
in the wealth management industry to UBS,” said Lane Strumlauf,
Southeast PWM Market Head at UBS. “Their reputation in Atlanta
precedes them and we look forward to having them help us continue
to expand our client offering in this key market.”
Jeff joins UBS as a former Managing Director and Head of
Investments and Advice for the Southeast Region of J.P. Morgan’s
Private Bank. In this role, he led a team of investment
professionals responsible for providing advice on portfolio
construction, asset allocation, manager selection and opportunistic
trading across both public and private markets. He comes to UBS
with 17 years of investment experience at J.P. Morgan.
Steve was a Managing Director and banker in the Atlanta office
of J.P. Morgan’s Private Bank for 13 years. He also previously led
Wachovia’s Financial Planning Division for the Georgia/Mid-South
region and began his career in public accounting as a CPA with
Arthur Andersen’s Family Wealth Planning group.
John was a Managing Director and banker with J.P. Morgan’s
Private Bank for five years before joining UBS. He has had an
extensive career in the financial services industry advising
ultra-high net worth individuals, families, family offices and
institutions. Prior to J.P Morgan, John served as President of
Meritage Capital.
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.
© UBS 2020. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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