Breana Cole joins UBS Private Wealth Management in Boston - UBS Gr (NYSE:UBS)
UBS Private Wealth Management today announced that Breana Cole has joined the firm as a Financial Advisor. She joins the UBS Greater Boston Private Wealth Market, managed by Jim Ducey, and reports to Market Director Max Bardeen, located in the Boston Private Wealth Management office.
"On behalf of UBS, we're excited to welcome Breana to the firm," said Max Bardeen, Market Director at UBS Private Wealth Management in Boston. "Her industry experience and dedication to her clients will be a great addition to our business, and we look forward to having her help us continue to expand our client offering in this key market."
Breana has more than 15 years of experience working with individuals and multigenerational families to help address their unique wealth management needs, including values-based and socially responsible investing, charitable giving and multi-generational wealth transfer. Prior to joining UBS, she spent 10 years as a Financial Advisor at Bernstein Private Wealth Management after starting her career at IPS Strategic Capital. Breana holds a Master of Science in Finance and Bachelor of Science in Business Administration for Finance and Real Estate from the University of Denver Daniels College of Business.