Sunday , November 3 2024
Kosan joins UBS Wealth Management as Senior Portfolio Manager

Kosan joins UBS Wealth Management as Senior Portfolio Manager

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.

Check Also

RCC promotes Cruzs-Soto Jr.

RCC promotes Cruzs-Soto Jr.

Thomas Cruz-Soto Jr. has been named interim vice president of student services at Riverside City …

Leave a Reply

Your email address will not be published. Required fields are marked *