UBS has hired Lisa Golia as Chief Operating Officer for its Global Wealth Management US segment, Jason Chandler, Head of Wealth Management for the Americas at UBS, reported on LinkedIn.
“As COO for Wealth Management US, we know you will do great things for our advisors and clients. Described as a “leader’s leader” in just her first few days, her passion for people and service is clear”, he said.
The executive comes from Morgan Stanley and will work in UBS’s New York office.
With more than two decades of experience, Golia joined Morgan Stanley in 1999 where she held various positions as portfolio associate, head of Branch Advocate and administrative Head of Wealth Management between 2006 and 2016.
In May 2017, she was appointed head of Wealth Management Strategic Services, a position she held until landing at the Swiss bank, according to her LinkedIn profile.
Golia’s appointment adds to a series of departures from Morgan Stanley in its wealth management division after the firm implemented changes for international accounts, mainly those corresponding to clients in some Latin American countries.
UBS, Bolton, Raymond James and Insigneo were the firms that attracted the most advisors.