<p>作者：Lananh Nguyen</p>
<p>纽约，2 月 24 日（路透社）- 瑞士银行（UBS）于 3 月 1 日提升 Lisa Golia 为其美国财富管理顾问的现场负责人，此前她在过去两年中担任该业务的首席运营官，路透社周二获得的一份内部备忘录显示。</p>
<p>Golia 在摩根士丹利工作了超过二十年，将担任瑞士银行现场负责人，负责领导、招聘、留人和薪酬。</p>
<p>“Lisa 是一个能够完成任务的人，” 纽约的私人财富顾问 Ken Gunsberger 说。</p>
<p>“这对我们来说非常好，因为她是我们中的一员，” 他提到她的职业生涯始于一个分支机构并逐步晋升。</p>
<p>Golia 将向瑞士银行美国财富管理负责人 Mike Camacho 汇报。</p>
<p>Camacho 将把重点转向战略优先事项，包括扩展瑞士银行的美国银行，该银行已获得监管机构的有条件批准，推动其他部门的业务，并为富裕客户开发产品。</p>
<p>“每个部门都在争取资金以做更多的事情 - Lisa 在帮助优先考虑资金的使用方面非常有帮助，” 拉斯维加斯的私人财富顾问 Michael Chudd 说，提到例如增加技术以帮助顾问。</p>
<p>这一任命还引发了其他领导层的变动：</p>
<ul>
<li>John Vander Zee 将接替 Golia 担任首席运营官。</li>
</ul>
<ul>
<li>Ben Firestein 在摩根士丹利工作超过三十年后加入瑞士银行，被任命为国家销售负责人、现场领导和财务顾问发展与招聘负责人，向 Golia 汇报。他将专注于吸引、留住和培养顾问。</li>
</ul>
<ul>
<li>区域董事 Chris DiMuria、Julie Fox、Rick Gonzalez、Lauren Gorsche 和 Jon Ramey 将在新结构下向 Golia 汇报。</li>
</ul>
<ul>
<li>其他向 Golia 汇报的高管包括：私人财富管理负责人 John Mathews、高净值战略负责人 Bill Carroll，以及财富咨询中心负责人 Len Golub。</li>
</ul>

CVSE

CVLC

MSLC

MSSM

摩根士丹利

CVMC

<p>By Lananh Nguyen</p>
<div class="lb-trans"><p>作者：Lananh Nguyen</p>
</div><p>NEW YORK, Feb 24 (Reuters) - UBS (UBSG.S) promoted Lisa Golia to lead its U.S. wealth management advisers in the field on March 1 after serving as chief operating officer for the business over the last two years, according to an internal memo seen by Reuters on Tuesday.</p>
<div class="lb-trans"><p>纽约，2 月 24 日（路透社）- 瑞士银行（UBS）于 3 月 1 日提升 Lisa Golia 为其美国财富管理顾问的现场负责人，此前她在过去两年中担任该业务的首席运营官，路透社周二获得的一份内部备忘录显示。</p>
</div><p>Golia, who spent more than two decades at Morgan Stanley, will serve as UBS’ head of the field in charge of leadership, hiring, retention and compensation.</p>
<div class="lb-trans"><p>Golia 在摩根士丹利工作了超过二十年，将担任瑞士银行现场负责人，负责领导、招聘、留人和薪酬。</p>
</div><p>“Lisa’s someone who can get things done,” said Ken Gunsberger, private wealth adviser based in New York.</p>
<div class="lb-trans"><p>“Lisa 是一个能够完成任务的人，” 纽约的私人财富顾问 Ken Gunsberger 说。</p>
</div><p>“This is going to be very good for us because she’s one of us,” he said, citing her career starting in a branch and climbing the ranks.</p>
<div class="lb-trans"><p>“这对我们来说非常好，因为她是我们中的一员，” 他提到她的职业生涯始于一个分支机构并逐步晋升。</p>
</div><p>Golia will report to Mike Camacho, UBS’ head of U.S. wealth management.</p>
<div class="lb-trans"><p>Golia 将向瑞士银行美国财富管理负责人 Mike Camacho 汇报。</p>
</div><p>Camacho will shift his focus to strategic priorities, including building out UBS’ U.S. bank, which has received conditional approval from regulators, steering business from other divisions and developing products for wealthy clients.</p>
<div class="lb-trans"><p>Camacho 将把重点转向战略优先事项，包括扩展瑞士银行的美国银行，该银行已获得监管机构的有条件批准，推动其他部门的业务，并为富裕客户开发产品。</p>
</div><p>“Every department is fighting for funding to do more - Lisa is helpful in trying to prioritize where the money needs to be spent,” such as adding technology to help advisers, said Michael Chudd, private wealth adviser in Las Vegas.</p>
<div class="lb-trans"><p>“每个部门都在争取资金以做更多的事情 - Lisa 在帮助优先考虑资金的使用方面非常有帮助，” 拉斯维加斯的私人财富顾问 Michael Chudd 说，提到例如增加技术以帮助顾问。</p>
</div><p>The appointment also prompted other leadership changes:</p>
<div class="lb-trans"><p>这一任命还引发了其他领导层的变动：</p>
</div><ul>
<li>John Vander Zee will succeed Golia as COO.</li>
</ul>
<div class="lb-trans"><ul>
<li>John Vander Zee 将接替 Golia 担任首席运营官。</li>
</ul>
</div><ul>
<li>Ben Firestein, who joined UBS after more than three decades at Morgan Stanley, was appointed head of national sales, field leader and financial adviser development and recruiting, reporting to Golia. He will focus on attracting, retaining and developing advisers.</li>
</ul>
<div class="lb-trans"><ul>
<li>Ben Firestein 在摩根士丹利工作超过三十年后加入瑞士银行，被任命为国家销售负责人、现场领导和财务顾问发展与招聘负责人，向 Golia 汇报。他将专注于吸引、留住和培养顾问。</li>
</ul>
</div><ul>
<li>Regional directors Chris DiMuria, Julie Fox, Rick Gonzalez, Lauren Gorsche, and Jon Ramey will report to Golia under the new structure.</li>
</ul>
<div class="lb-trans"><ul>
<li>区域董事 Chris DiMuria、Julie Fox、Rick Gonzalez、Lauren Gorsche 和 Jon Ramey 将在新结构下向 Golia 汇报。</li>
</ul>
</div><ul>
<li>Other executives who will report to Golia include: John Mathews, head of private wealth management, Bill Carroll, head of high-net-worth strategy, and Len Golub, head of the Wealth Advice Center.</li>
</ul>
<div class="lb-trans"><ul>
<li>其他向 Golia 汇报的高管包括：私人财富管理负责人 John Mathews、高净值战略负责人 Bill Carroll，以及财富咨询中心负责人 Len Golub。</li>
</ul>
</div>

瑞银任命 Golia 为美国财富管理顾问的负责人