A South Florida advisory team with over $470 million in managed assets will join UBS Private Wealth Management from J.P. Morgan, UBS announced today.
John Hardin is joining the Miami private wealth management market out of the firm’s Coral Gables office along with Senior Wealth Strategy Associate Katelyn O’Hara.
Brad Rosenberg, the greater Miami market director for UBS Private Wealth, said the team was thrilled to welcome Hardin and O’Hara and touted their commitment to delivering “personalized, best-in-class” service for clients.
Hardin joined J.P. Morgan in 2016, working with ultra-high-net-worth clients and family offices while holding the Chartered Financial Analyst designation. O’Hara was with J.P. Morgan Private Bank for three years, working with advisors focused on HNW clients in the Southeast. Before that, she worked in Goldman Sachs’ global markets group in Warsaw, Poland.
The duo will join Integra Partners, a private wealth team led by Vicente Del Rio, Brian Beraha and Horacio Aguirre. Like Hardin and O’Hara, the team is originally from J.P. Morgan but left for UBS in 2021. Since then, they’ve expanded their book of business to more than $7.2 billion in assets under management.
Earlier this year, UBS moved investment bank head Rob Karofsky to co-run its wealth unit with Iqbal Khan (Karofsky also runs the bank’s U.S. business while Khan is president of the Asia Pacific region, in addition to both executives’ wealth duties). According to Bloomberg, the shakeup complicated the jockeying to succeed current Chief Executive Officer Sergio Ermotti.
In the wake of the leadership changes, UBS reorganized its wealth management segment by creating a new unit called GWM Solutions, bringing wealth offerings under one division. The new group is led by former Credit Suisse wealth banker Yves-Alain Sommerhalder, and its services include investment management, lending, family and institutional wealth alternative investment products and strategies, according to Bloomberg.