UBS's Swett Wealth Management Group Expands

The Boston Branch of UBS Financial Services Inc. is proud to announce the expansion of one of their top teams, The Swett Wealth Management Group. The team oversees $700 million in client assets from their downtown Boston office, and today announced that they will be expanding to bring on three new team members.

The team welcomes two established Financial Advisors, Steven Rossi and David Nash, as well as one Registered Client Service Associate, Deborah Masiello. All of whom are current employees of UBS and were internally recruited by the team's Managing Director, Jeffrey Swett.

"We saw an opportunity to continue growth by partnering with individuals whose work ethic and reputation for putting clients first fits perfectly with our core values as a team," said Jeffrey Swett, Managing Director of The Swett Wealth Management Group at UBS. "We welcome Steven, David and Deborah knowing this collaboration will help us to better serve our clients."

David Nash joins the team with over 10 years of industry experience and most recently completed UBS's Wealth Planning Associate Program. He will focus on providing sound financial advice, determine key financial objectives based on each client’s needs, as well as researching the marketplace and providing clients with current information on new and existing products and services to benefit their portfolios.

Steven Rossi joins the team with over 28 years of industry experience. He was appointed Executive Director of UBS in 2004 and has been a Branch Manager with UBS for over 20 years. The team will also be welcoming Rossi's Client Service Associate Deborah Masiello, who brings over 25 years of experience in administrative oversight.

On behalf of the entire Boston UBS team, we are excited to welcome Steven, David and Deborah to our team. There is no doubt that our highest expectations will be exceeded.

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 wealthy families and individuals around the world. Clients who work 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 wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

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