UBS Private Wealth Management announced this week that three experts formerly in Wells Fargo have joined the firm in its South Florida market. The team manages over 1.8 billion dollars in assets.
Based in Miami, it is led by Financial Advisors Doris Neyra and Melissa Van Putten-Henderson, and also includes Relationship Manager Gina Jamurath. They will report to Karl Ruppert, South Florida Complex Director at UBS Private Wealth Management.
“It’s important that our advisors reflect the clients and communities they serve and we’re delighted that Doris, Melissa and Gina are very active in the local community. We know the team will bring to bear the full breadth of UBS’s global offering to clients, understanding their complex needs and helping them to achieve their goals”, said Ruppert.
Neyra has been working with ultra-high-net-worth clients for more than two decades. She holds the Certified Financial Planner® designation and has Series 7, 66, Variable Annuities and Life & Health licenses. Before joining UBS, she was a Managing Director and Wealth Advisor at Wells Fargo Private Bank in Miami for 15 years. Prior to that she worked at Northern Trust and Merrill Lynch.
Van Putten-Henderson has worked in the financial services industry for over 20 years. Before joining UBS, she was a Managing Director and Senior Investment Strategist at Wells Fargo Private Bank in Miami, where she specialized in creating tax efficient custom portfolios to meet clients’ needs and objectives. Prior to that she worked at U.S. Trust as a Senior Portfolio Manager. She holds the Chartered Financial Analyst® and Chartered Alternative Analyst (CAIA ®) designations.
They will both be supported by Jamurath, who was formerly a Wealth Advisor Associate at Wells Fargo Private Bank in Miami.
Por Marcelo Soba