PHILADELPHIA, PA — UBS Wealth Management USA announced several leadership appointments and office changes in its Southeast Wealth Management Region as part of efforts to support advisor growth and client services.
The firm said Chris Shaw will join as Regional Market Director and Managing Director for the Southeast Region after completing his current notice period, focusing on recruiting financial advisors.
Shaw brings more than 30 years of experience in wealth management and previously held leadership roles at Morgan Stanley and Sanctuary Wealth, UBS said.
UBS also named Patricia Cashin as Senior Market Director for the Greater Philadelphia area, where she will oversee a combined market that includes Philadelphia, Princeton, Newtown, Conshohocken, and Northfield.
Cashin joined UBS in 2012 and previously led the firm’s Princeton and Newtown offices, according to the announcement.
The company said it recently completed renovations at its Newtown, PA office and is relocating its Conshohocken office to the Radnor Financial Center, with construction underway.
In addition, UBS named Patrick Cook as Market Director for Nashville, TN, after previously serving as Associate Market Executive overseeing branches across several Southern states.
“Patricia and Patrick are outstanding leaders and expanding their roles in these key wealth centers is a natural next step for our growing business,” said Julie Fox, Southeast Regional Director at UBS.
The Southeast Region includes major markets such as Philadelphia, Washington, D.C., Charlotte, Nashville, Miami, and Tampa, UBS said.
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