Financial Advisor James Kosan joins UBS in the Inland Empire

Barchart · 10/15 14:11

UBS Wealth Management today announced that James (Jim) Kosan has joined the firm in its Riverside, California office. As an advisor delivering comprehensive wealth management solutions, Jim’s primary focus is working with affluent families, providing Family Office services and specializing in life transitions.

Jim manages complex family strategies, business succession strategies, inheritance planning, trust review and design, and tax minimization strategies, working with clients and other professionals to design custom portfolios that help meet clients’ retirement planning and personal financial goals. Prior to joining UBS, he worked as a financial advisor with Morgan Stanley since 2012 and prior to that, he spent six years with Merrill Lynch.

“It is my pleasure to welcome Jim to our Riverside office,” says Pat Lizza, Market Director for the Inland Empire offices of UBS. “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.”

Jim earned his Bachelor of Science degree in Business Management at California State Polytechnic University, Pomona. He holds his Series 7 and 66 securities licenses and has earned a Senior Portfolio Manager designation. An advocate for community participation, Jim has served with several community groups that focus on youth development. He and his wife, Lori, have been married for 37 years and are the proud parents of three very productive boys. Outside the office, Jim enjoys restoring classic cars and high-adventure, outdoor activities.

Notes to Editors: photos upon request

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 5.7 trillion dollars of invested assets as per fourth 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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