Sign In  |  Register  |  About Livermore  |  Contact Us

Livermore, CA
September 01, 2020 1:25pm
7-Day Forecast | Traffic
  • Search Hotels in Livermore

  • ROOMS:

Private Wealth Advisor Ben Flaim Joins UBS in Boston

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.

Notes to Editors

About UBS

UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2022. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.


Data & News supplied by
Stock quotes supplied by Barchart
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.
Copyright © 2010-2020 & California Media Partners, LLC. All rights reserved.