UBS Private Wealth Management hires $500 million team of financial advisors in Washington, DC


WASHINGTON–(BUSINESS WIRE)–UBS Private Wealth Management today announced that wealth management advisors Mikail Qazi and Timothy Martin have joined the firm in Washington, DC. The team manages approximately $500 million in client assets for high net worth and ultra high net worth individuals and families. Mikail and Timothy join the UBS Northeast Private Wealth market, managed by Julie Fox, and report to branch manager Brendan Graham.

“Mikail and Timothy have decades of industry experience and a deep commitment to helping their clients achieve their financial goals and objectives,” said Julie Fox, Northeast Market Head at UBS Private Wealth Management. “We are delighted to welcome them to UBS and are confident that their expertise will help us continue to grow our business in this important market.”

“We are committed to providing our high net worth and ultra high net worth clients with the highest level of personalized service and advice,” said John Mathews, head of UBS Private Wealth Management. “Mikail and Timothy will be an important addition to our private wealth management business as we continue to expand our local presence in the Washington, DC and Northeast market.”

Mikail joins UBS from Merrill Lynch Wealth Management, where he spent the past 17 years advising high net worth individuals. Previously, he advised high net worth clients on alternative investments at private equity firm Brookwood LLC. Mikail holds the Chartered Retirement Planning Counselor (CRPC®) designation and has been named to the Forbes Best-in-State Wealth Advisors list for Washington, DC for the past four years. He graduated from the University of Virginia as a Rodman Scholar.

Timothy spent the last decade at Merrill Lynch Wealth Management and is a Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®). He focuses on advising high net worth individuals and families on retirement planning, investment management and estate planning. Timothy also holds CRPC® designation. He graduated summa cum laude with a Bachelor of Science in Finance from the University of South Carolina.

Mikail and Timothy will be joined by Albana Droboniku, Senior Wealth Strategy Associate.

Notes to Editors

About UBS

UBS brings together the global investment ecosystem, where people and ideas are connected and opportunities are realized, and provides advice and financial solutions to high net worth, institutional and corporate clients worldwide, as well as private clients in Swiss. UBS offers investment solutions, products and thought leadership, is the world’s leading wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities and retail banking services and to companies in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient, and have attractive long-term structural growth or profitability prospects.

UBS is present in all the major financial centers of the world. It has offices in more than 50 regions and sites, with approximately 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people worldwide. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2022. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.


Comments are closed.