Barcelona DC

Main Menu

  • Home
  • Mediterranean
  • Fira de Barcelona
  • Catalonia
  • Global Wealth
  • Saving Investment

Barcelona DC

Header Banner

Barcelona DC

  • Home
  • Mediterranean
  • Fira de Barcelona
  • Catalonia
  • Global Wealth
  • Saving Investment
Global Wealth
Home›Global Wealth›Financial advisor Caitlin Perry joins UBS in Rutland, VT

Financial advisor Caitlin Perry joins UBS in Rutland, VT

By Clint Kennedy
October 11, 2021
0
0


RUTLAND, Vermont – (COMMERCIAL THREAD) – UBS Wealth Management USA today announced that Caitlin Perry has joined the company as a financial advisor in Rutland, Vermont. She manages $ 125 million in client assets and will be joined at UBS by Client Service Associate, Shauna Graham.

Caitlin has 10 years of wealth management experience and specializes in helping clients build and protect their retirement income. Prior to her career in financial services, Caitlin served in the United States Army as a combat medic.

“On behalf of UBS, we are delighted to welcome Caitlin to the company,” said Brad Miller, Rutland and South Burlington branch manager at UBS Wealth Management USA. “Caitlin’s experience in the industry and her dedication to customers will be a great addition to our business, and we look forward to having her to help us continue to expand our customer offering in this key market.

“We continue to focus on recruiting and retaining the most productive financial advisors in the industry,” said Jad Dieterle, director of the Northern New England complex at UBS Wealth Management USA. “We believe we have one of the strongest platforms for financial advisers in the Americas, and with our suite of high net worth capabilities, advisors like Caitlin will be able to bring the full power of UBS to their clients. ”

Caitlin holds a bachelor’s degree from the University of Vermont. She is originally from Rutland and cares deeply about her community, often volunteering with the Rutland South Rotary Club and the Rutland County Boys and Girls Club. In her spare time, Caitlin loves all of Vermont; skiing, snowboarding, hiking and biking.

Notes to Editors

About UBS Global Wealth Management

As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to high net worth families and individuals around the world. Clients working with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

About UBS

UBS provides financial advice and solutions to high net worth, institutional and corporate clients around the world, as well as to private clients in Switzerland. UBS is the largest truly global wealth manager and one of the leading retail and corporate banks in Switzerland, with a large-scale and diverse global asset manager and specialist investment bank. The bank focuses on companies that have a strong competitive position in their target markets, are capital efficient and have attractive long-term structural growth or profitability prospects.

UBS is present in all the major financial centers of the world. It has offices in more than 50 regions and sites, with approximately 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people worldwide. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.


Related posts:

  1. International fintech management on the horizon for Canada
  2. Institutional buyers put danger again on the desk – report
  3. RPT-GRAPHIC-5 Market Tendencies Buyers Focus On For Q2
  4. Girls ought to discuss cash and never be ashamed
Tagsglobal wealthlong termunited stateswealth managementworld largest

Recent Posts

  • Savills revises its five-year forecast for house price growth in prime markets
  • Bartolo, the Mediterranean must once again become a sea of ​​life – General News
  • PSG set to hijack the signing of Bernardo Silva from FC Barcelona
  • HSBC’s choice of Asian strategy in the spotlight
  • Shawarma Press® continues expansion in Texas with the opening of its sixth location in Frisco

Archives

  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • November 2020
  • October 2020
  • September 2020
  • July 2020
  • June 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • July 2018
  • April 2018
  • December 2017
  • September 2017
  • May 2016
  • February 2014

Categories

  • Catalonia
  • Fira de Barcelona
  • Global Wealth
  • Mediterranean
  • Saving Investment
  • Privacy Policy
  • Terms and Conditions