UBS Private Wealth Management today announced that Private Wealth Advisor Benjamin (“Ben”) Flaim has joined the firm in Boston.
Ben is responsible for managing over $1 billion in assets for high and ultra-high net worth individuals and families. He joins the UBS Northeast Private Wealth market, managed by Julie Fox, and reports to Boston PWM Complex Director Maxwell Bardeen.
“Ben is a highly skilled advisor with deep experience advising clients on the complexities of wealth and estate planning and we are very proud to welcome him to UBS,” said Maxwell Bardeen, Complex Director of Boston PWM at UBS. “Attracting top Private Wealth Advisors like Ben is a priority for us as we expand our capabilities devoted to serving ultra-high net worth clients in the region.”
“Our focus continues to be on providing our high net worth and ultra-high net worth clients with the highest level of personalized, customized service and advice,” said John Mathews, Head of UBS Private Wealth Management. “Ben is an experienced, expert advisor who is an outstanding addition to our team.”
Ben has two decades of financial services experience, and spent the past 15 years at Goldman Sachs as a Private Wealth Advisor. He obtained his MBA from the Amos Tuck School of Business at Dartmouth College. Prior to that, Ben served as a financial analyst at Goldman Sachs. He also previously held roles at Time Inc. and Accenture. Ben received a Bachelor of Arts degree in English from Boston University, College of Arts & Sciences, cum laude.
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