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UBS has significantly expanded its presence in Irvine, California, with the addition of new staff members. The new hires will support the bank's growing client base in the region.
The new staff will bring a wealth of experience and expertise to the team, enabling UBS to better serve its clients and provide more comprehensive financial solutions.
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New Hires and Team Updates
We're excited to welcome Steve Nassau and Kristin Landis to the UBS Irvine office.
Steve Nassau joins UBS as a Senior Vice President with over four decades of experience working in the wealth management industry. He earned his Bachelor of Science degree in Accounting from the University of Maryland, Howard H. Smith School of Business.
Steve holds Series 3, 7, 63, and 65 securities licenses as well as a California insurance license. He has been a long-term board member of the Association of Corporate Growth of Orange County.
Kristin Landis joins UBS as a Senior Registered Client Associate with over ten years of experience in the financial services industry. She holds Series 7, 66 and 31 securities licenses and has a Bachelor’s degree in Business Management.
Steve and Kristin will be helping individuals and families manage the many facets of their complex financial lives, taking the time to understand what clients want to accomplish and crafting a flexible plan aligned with all life stages, including retirement.
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Frequently Asked Questions
Is UBS a prestigious company?
Yes, UBS is a highly respected and prestigious company, consistently ranking among the world's largest private banks. Its diverse divisions and global presence solidify its position as a leading financial institution.
Sources
- https://www.ocbj.com/advertorials/on-the-move/ubs-welcomes-new-financial-advisor-team-to-irvine-office/
- https://investmentfraudlawyers.com/taylor-thompson-ubs-advisor-receives-1-million-investor-complaint/
- https://www.lifehealth.com/people/financial-advisor-debbie-chen-joins-ubs-los-angeles-county-ca/
- https://www.placera.se/placera/pressmeddelanden/2024/01/08/ubs-group-financial-advisor-steve-nassau-joins-ubs-in-irvine-ca.html
- https://www.erezlaw.com/blog/kirk-badii/
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