IE Business Daily Business news for the Inland Empire.
James Kosan has joined the Riverside office of UBS Wealth Management.
As a senior portfolio manager, Kosan’s main responsibility will be working with affluent families and assisting them with life transitions, according to a statement.
“It is my pleasure to welcome Jim to our Riverside office,” says Pat Lizza, market director for UBS’s Inland Empire offices, in the statement.
“As a senior portfolio manager and financial advisor, Jim has a strong knowledge of key asset classes and great depth in retirement planning and investment decision-making. He will be a great addition to our team.”
Starting in 2012, Kosan worked as a financial advisor with Morgan Stanley. Before that, he spent six years with Merrill Lynch.
