$1.8 Billion Team Joins UBS Private Wealth Management in South Florida | Business


UBS Private Wealth Management announced today that a three-person team managing over $1.8 billion in assets has joined the firm in UBS’s South Florida market.

UBS Private Wealth Management announced today that a three-person team managing over $1.8 billion in assets has joined the firm in UBS’s South Florida market. Pictured left to right: Melissa Van Putten-Henderson, Doris Neyra and Gina Jamurath (Photo: Business Wire)

Led by Financial Advisors Doris Neyra and Melissa Van Putten-Henderson, the team also includes Relationship Manager Gina Jamurath. Based in UBS’s Miami office, the team 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,” said Karl. “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.”

Doris 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, Doris 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. She graduated with honors from Höhere Bundeslehranstalt für Mode und Bekleidungstechnik in Graz, Austria.

Doris prides herself on being active in the local community, serving on the board of directors of The Commonwealth Institute from 2014-2020, as well as being involved with the United Way’s Women’s Leadership Council, Big Brothers Big Sisters, and Alexandra’s Angels, a charitable organization that raises money for research in finding a cure for MS.

Melissa Van Putten-Henderson has worked in the financial services industry for over 20 years. Before joining UBS, Melissa 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.

Melissa holds the Chartered Financial Analyst® and Chartered Alternative Analyst (CAIA ®) designations. She earned a Bachelor of Science degree in Computer Science, and a Master of Science in Finance from Florida International University. In her spare time, Melissa is a mentor with Women of Tomorrow and a board member of the Children’s Home Society.

Doris and Melissa will be supported by Gina Jamurath in her role as Relationship Manager. Gina was formerly a Wealth Advisor Associate at Wells Fargo Private Bank in Miami.

About UBS Global Wealth Management

As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’s strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.



SOURCE: UBS Private Wealth Management

Copyright Business Wire 2021.

PUB: 04/20/2021 08:23 AM/DISC: 04/20/2021 08:23 AM

Copyright Business Wire 2021.