UBS Wealth Management USA, a subsidiary of Switzerland-based UBS, announced that Hart Group, a four-person advisor team, has joined the firm.
Led by financial advisers James Hart, Emily Hoag, Natalie Squillace, and Nolan Hart, along with registered client service associate Lynda O Von Jaeger, the team collectively manages around $1.3bn in client assets, specialising in serving high-net-worth individuals and families within the athletes and entertainers segment.
Hart Group’s integration marks a strategic move within the UBS Greater New England Market, overseen by William Cholawa. They will be situated in the Albany, New York office, under the leadership of Gabriel D’Amica.
James Hart (Jim) brings a wealth of experience to UBS, with over 30 years in wealth management, previously serving as a financial adviser with Merrill Lynch Wealth Management since 2010. He focuses on guiding individuals, families, athletes, and business owners toward achieving their current and future financial objectives, tailored to their specific needs.
Emily Hoag entered the financial services industry in 2017 with Merrill Lynch, specialising in helping clients determine and attain their unique financial goals. At UBS, Emily continues to support clients through various life events, aiding in their preparation and transition.
Nolan Hart, with six years’ experience at Alliance Bernstein and an MBA from Northwestern Kellogg School of Management, returned to financial services in 2023 after assisting young athletes with their NIL (name, image, and likeness) at 2kPAID.
As part of Hart Group, Nolan focuses on guiding sports and entertainment clients through the distinct challenges of their careers. Nolan, a native of Albany, New York, graduated from Syracuse University, where he played basketball under Hall of Fame Coach Jim Boeheim.
UBS Wealth Management USA athletes and entertainers client segment head Wale Ogunleye said: “Athletes and entertainers frequently face unique challenges such as sudden wealth and complicated family financial dynamics that require specialized advice and guidance.
“We are excited to have Jim and the Hart Group join UBS to expand our capabilities and help meet growing demand from this important client group.”
This integration underscores UBS’s commitment to enhancing its wealth management capabilities and providing tailored financial solutions to clients across diverse segments.
UBS Wealth Management USA market director Gabriel D’Amica said: “On behalf of UBS, I am thrilled to welcome the Hart Group to the firm.
“This talented team of advisors brings decades of experience and a longstanding dedication to providing a comprehensive financial planning approach to meet the needs of high net worth clients.”