UBS Wealth Management Welcomes Family Office Advisor
UBS Wealth Management has announced that James Kosan has joined the firm in its Riverside, California office.
As an advisor delivering comprehensive wealth management solutions, Kosan’s primary focus is working with affluent families, providing Family Office services and specializing in life transitions.
Kosan manages complex family strategies, business succession strategies, inheritance planning, trust review and design, and tax minimization strategies, working with clients and other professionals to design custom portfolios that help meet clients’ retirement planning and personal financial goals. Prior to joining UBS, he worked as a financial advisor with Morgan Stanley since 2012 and prior to that, he spent six years with Merrill Lynch.
“It is my pleasure to welcome Jim to our Riverside office,” says Pat Lizza, market director for the Inland Empire offices of UBS. “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 and to helping our clients.”
Kosan earned his bachelor’s degree in business management at California State Polytechnic University, Pomona. He holds his Series 7 and 66 securities licenses and has earned a senior portfolio manager designation.
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with over six years of experience and a passion for telling stories and reporting news. Amanda received her degree in journalism and government and politics at St. John’s University. She is originally from Queens, New York, but now resides in Denver, Colorado with her partner. In her free time, Amanda enjoys running, cooking, and watching the latest drama show.
