John Gaffney, a seasoned executive at UBS, played a key role in expanding the bank's global reach.
Through strategic partnerships and acquisitions, UBS was able to tap into new markets and increase its international presence.
One notable example is the bank's expansion into Asia, where it established a significant presence in key markets such as Hong Kong and Singapore.
This move allowed UBS to tap into the region's growing wealth and investment opportunities, further solidifying its position as a leading global bank.
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UBS Hires New Talent
James Herring and John Gaffney have joined UBS Private Wealth Management in New York City.
They will be based in the firm's 299 Park Ave Private Wealth Management office, which is managed by Chris Amo and Bob Sorrentino.
Herring has over 35 years of experience working with high-net-worth executives, non-profits, and family offices.
He was a Regional Manager for the Southeast from 1996-2000 and was named Co-Head of the Family Investment Office (2006-2010).
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Gaffney spent five years at Goldman Sachs, focusing on holistic wealth management solutions for family offices and private wealth clients.
He earned his BA from Vanderbilt University and worked in Management Consulting and Strategy before returning for his MBA.
Herring and Gaffney will join the UBS Manhattan Market at the conclusion of their notice periods.
Their vast industry experience and dedication to their clients will be a great addition to UBS's business.
The team's experience helping clients navigate complex financial matters and commitment to delivering personalized solutions will be valuable assets to UBS.
UBS's unique suite of capabilities focused on ultra-high net worth clients will complement the team's expertise.
The firm is operating in more than 50 countries around the globe.
UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023.
UBS Expands Presence
UBS has expanded its presence in New York City with the addition of two new Private Wealth Advisors, James Herring and John Gaffney.
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James Herring joins UBS from Goldman Sachs, where he spent over 35 years working with high-net-worth executives, non-profits, and family offices.
He has a strong background in wealth management, having served as a Regional Manager for the Southeast from 1996-2000 and Co-Head of the Family Investment Office from 2006-2010.
John Gaffney also joins UBS from Goldman Sachs, where he spent five years focusing on holistic wealth management solutions for family offices and private wealth clients.
Both Herring and Gaffney will be based at UBS's 299 Park Ave Private Wealth Management office in Manhattan, which is managed by Chris Amo and Bob Sorrentino.
UBS's expansion in New York City is a strategic move to increase its presence in the ultra-high net worth market.
The firm's unique suite of capabilities focused on ultra-high net worth clients, combined with the team's experience, will help deliver personalized solutions to clients.
UBS is a leading and truly global wealth manager, with a presence in over 50 countries around the globe.
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