Wealth Management Expert James Kosan Starts at UBS Riverside

James Kosan Joins UBS Wealth Management in Riverside

UBS Wealth Management recently welcomed James Kosan, a seasoned financial advisor, to their Riverside office. Known for his expertise in delivering comprehensive wealth management solutions, Jim is dedicated to working closely with affluent families. His role involves providing Family Office services and specializing in assisting clients through significant life transitions.

Expertise in Wealth Management

With a profound understanding of the complexities surrounding wealth management, Jim Kosan excels in managing intricate family strategies. His skills encompass business succession planning, inheritance planning, trust review and design, as well as tax minimization strategies. By collaborating with clients and professionals, he creates tailored portfolios that align with clients’ retirement planning and personal financial objectives.

A Strong Professional Background

Before his recent appointment at UBS, Jim garnered valuable experience as a financial advisor at Morgan Stanley, where he worked for over a decade starting in 2012. Prior to that, he dedicated six years to Merrill Lynch, further enriching his knowledge and skills in the financial advisory field.

Welcoming Remarks from UBS Leadership

Pat Lizza, Market Director for UBS in the region, expressed excitement about Jim's arrival. “It is my pleasure to welcome Jim to our Riverside office. As a senior portfolio manager and financial advisor, Jim has a strong knowledge of key asset classes and great depth in retirement planning and investment decision-making. He will be a great addition to our team and to helping our clients,” Lizza mentioned.

Academic and Professional Credentials

Jim Kosan holds a Bachelor of Science degree in Business Management from California State Polytechnic University, Pomona. He is also a holder of Series 7 and 66 securities licenses and has earned the esteemed designation of Senior Portfolio Manager. His qualifications ensure that clients receive top-notch advice and strategies tailored to their unique circumstances.

Community Involvement and Personal Life

Beyond his professional life, Jim is an active advocate for community participation. He has contributed to various community groups focusing on youth development. Family is a cornerstone of his life; he and his wife, Lori, have enjoyed 37 years of marriage and are proud parents to three successful sons. Outside of work, Jim pursues his passion for restoring classic cars and engaging in high-adventure outdoor activities, reflecting his zest for life.

About UBS

UBS stands as a leading global wealth manager and universal bank based in Switzerland. Equipped with diversified asset management solutions and targeted investment banking capabilities, UBS has significantly expanded its operations following the acquisition of Credit Suisse, managing approximately 5.7 trillion dollars in invested assets as of late 2023. The firm prides itself on helping clients reach their financial aspirations through customized advice, solutions, and products. With headquarters in Zurich, Switzerland, UBS operates in over 50 markets worldwide, showcasing its commitment to global presence and excellence in service. UBS Group shares are listed on both the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Frequently Asked Questions

Who is James Kosan?

James Kosan is a financial advisor specializing in wealth management solutions, focusing on affluent families.

What role does James Kosan play at UBS?

At UBS, Jim serves as a financial advisor, delivering comprehensive wealth management services and Family Office solutions.

What is UBS known for?

UBS is recognized as a leading global wealth manager and universal bank with diverse asset management solutions.

Where is UBS headquartered?

UBS is headquartered in Zurich, Switzerland and operates in more than 50 markets globally.

What experiences did James Kosan have before joining UBS?

Prior to UBS, Jim worked at Morgan Stanley and Merrill Lynch, gaining substantial experience in financial advising.

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