UBS Private Wealth Management hires William Wright and Matthew Hoffman in New York City
02 Avril 2024 - 7:34PM
Business Wire
UBS Private Wealth Management today announced that Private
Wealth Advisors William Wright and Matthew Hoffman will be joining
the firm in New York City, along with Senior Wealth Strategy
Associate Audrey Kaus.
At the conclusion of their respective notice periods, William
and Matthew will join the UBS Manhattan Market in New York City.
The team will be located in the firm’s 1285 Avenue of the Americas
Private Wealth Management office and will report to Market
Directors Thomas Conigatti and Neal Cooper.
“We’re thrilled that Will, Matt and Audrey will be joining our
team, and we look forward to supporting them as they build and grow
their careers here at UBS,” said Tom Conigatti, Market Director at
UBS Private Wealth Management. “Their combined talents and
dedication to client success make them a great addition to our
culture and will help us to continue delivering unparalleled
financial advice to our clients.”
“Will and Matt have extensive experience and deeply understand
their clients’ sophisticated financial needs,” said Neal Cooper,
Market Director at UBS Private Wealth Management. “With our firm’s
global resources and capabilities now at their disposal, I’m
confident that they will be able to provide even greater value for
clients throughout their financial journeys.”
William and Matthew advise high-net-worth individuals,
entrepreneurs, business owners and corporate executives on all
aspects of their wealth, including trust and estate planning,
philanthropic giving and asset management advice. The team offers
access to opportunities beyond day-to-day portfolio management,
including next generation education programs, innovative
philanthropic and legacy planning strategies, and family office
experiences that incorporate lifestyle services.
William Wright will join UBS from J.P. Morgan Private
Bank as a Managing Director and Private Wealth Advisor. Will has
more than 18 years of industry experience and began his career in
financial services with Goldman Sachs in 2006. He serves a select
circle of families whose significant wealth creates ongoing and
often complex considerations. Through a deep understanding of each
client’s balance sheet and expected cash flows, Will strives to
provide clients with the clarity and guidance to make smart
decisions. Will earned a Master of Business Administration from
Duke University’s Fuqua School of Business and holds a bachelor’s
degree from Syracuse University. He is also holds the Certified
Public Accountant (CPA) designation. Will lives in New York City
with his husband and dog. His interests include history, dogs,
gardening in pots, wine collecting, music and fitness, as well as
traveling to the mountains for skiing and hiking.
Matthew Hoffman will join UBS from J.P. Morgan Private
Bank as a Private Wealth Advisor. Matt began his career in
financial services in 2015 and advises a limited number of C-suite
executives, entrepreneurs and high-earning professionals with
multigenerational wealth. By understanding clients' long-term
objectives, Matt is able to provide objective advice around
clients' balance sheets and cash flows. Matt earned a Bachelor of
Arts in Economics from the University of Michigan. He resides in
New York City where his interests include golf, tennis, and NY
sports. Matt enjoys getting out of the city on the weekends to hike
and fish.
Audrey Kaus will join UBS from J.P. Morgan Private Bank
as a Senior Wealth Strategy Associate. In her role, she will be
responsible for managing all team operations and client requests,
while supporting overall business development for the team. Since
beginning her career in 2022 at J.P. Morgan, Audrey has led with a
client-centric mindset, centered around delivering a personalized
experience that is both effective and tailored to each client’s
individual goals. Audrey earned a Bachelor of Arts in
Business-Economics and a Bachelor of Arts in Spanish from The
University of Chicago. She lives in New York City, and her
interests include fitness, country music, cooking, animals, and
travel.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It also provides diversified asset
management solutions and focused investment banking capabilities.
With the acquisition of Credit Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS helps
clients achieve their financial goals through personalized advice,
solutions and products. Headquartered in Zurich, Switzerland, the
firm is operating in more than 50 markets around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
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Media Contact: Christina Aquilina
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