Louis Eco-friendly Joins UBS as a Monetary Advisor in New York

Press launch material from Business Wire. The AP information staff was not involved in its generation.

NEW YORK–(Business WIRE)–Jan 21, 2021–

UBS Wealth Management United states introduced today that Louis Environmentally friendly has joined the firm as a Monetary Advisor in the 1285 Avenue of the Americas department place of work in New York.

Louis has expended 23 yrs in the wealth administration business acquiring most recently labored as a Senior Wealth Advisor at PNC Prosperity Management and as an Financial investment Advisor at Deutsche Bank Non-public Wealth Management. Louis performs intently with his clientele to assemble portfolios that fulfill their lengthy-phrase economic ambitions by combining retirement and estate arranging, personal banking and funds move examination. He utilizes tax mitigation techniques and incorporates crucial behavioral lessons he has realized from the latest fiscal crises in his get the job done.

“On behalf of UBS, we enthusiastically welcome Louis to the agency,” claimed John Decker, 1285 Avenue of the Americas Sector Head at UBS Prosperity Administration United states of america. “His expertise and purely natural talent make him a good addition to the staff and we glimpse ahead to operating with Louis to assistance carry UBS’s world breadth and scale to our shoppers.”

Louis has an MBA from the Zicklin University of Business at Baruch School, and a BA from St. Francis Faculty. He has attained the Chartered Money Analyst, Qualified Monetary Planner, Licensed Private Prosperity Advisor and the Chartered Different Analyst designations. Louis has also finished training course operate at the Yale School of Management and the Kellogg College of Administration at Northwestern College. He holds his Sequence 7, 63, and 65 licenses.

In his nearby community, Louis is on the board of the Brooklyn Urban Back garden University and serves as a mentor to a the latest higher college graduate, as part of its iMentor program. In his spare time, Louis enjoys to browse and travel. He is the father of a 12 year outdated son and resides in Brooklyn, NY.

Notes to Editors

About UBS Global Prosperity Management
As the world’s greatest prosperity manager, UBS Global Wealth Administration provides comprehensive advice, alternatives and providers to wealthy family members and individuals all-around the environment. Clientele who operate with UBS benefit from a absolutely built-in established of prosperity management abilities and know-how, which includes wealth preparing, financial investment administration, cash marketplaces, banking, lending and institutional and corporate fiscal information.

© UBS 2021. All legal rights reserved. The essential image and UBS are amongst the registered and unregistered logos of UBS.

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Rachel C. Carpenter

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