UBS Hires Financial Advisor Mattia For Rochester Branch

UBS Wealth Management Americas has hired financial advisor David Mattia from Convergent Wealth Advisors to serve in its Rochester, N.Y. office.

Mattia previously had $1.2 million in fees and commissions and $170 million in assets under management. He reports to Complex Director Sam Messina.

Mattia has been registered with UBS since May 27, according to the Financial Industry Regulatory Authority. Before that, he had been registered with City National Securities, operator of affiliate business Convergent Wealth Advisors, since May 2009. Mattia has also held posts at Citigroup Global Markets and Lehman Brothers.

The new hire comes as UBS has also recently added new advisors in Cleveland and Akron, Ohio, Century City, Calif., Bedminster, N.J., Newport Beach, Calif., Las Vegas and New York. The firm reported that it had 6,811 total financial advisors in its U.S. wealth management business in its April first quarter earnings report.

 

 

For reprint and licensing requests for this article, click here.
Career moves
MORE FROM FINANCIAL PLANNING