From Morgan Stanley

UBS Wealth Management US hires Lisa Golia as COO


Photo courtesyLisa Golia, COO UBS Wealth Management US & Jason Chandler, Head of Wealth Management at UBS US

Author: Marcelo Soba

  1. "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", reported Jason Chandler, Head of Wealth Management for the Americas at UBS
  2. 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
  3. In May 2017, she was appointed head of Wealth Management Strategic Services, a position she held until landing at the Swiss bank