UBS Financial Services, Boston has expanded its Greater Boston Market to form The Greater New England Market, comprised of Massachusetts, New Hampshire, Vermont and Maine branches to be led by current Boston market head, James Ducey.
Through this expansion, the following leaders have been appointed:
- Jad Dieterle has been appointed to the Northern New England Complex Manager, representing branches in Maine, New Hampshire and Vermont. Dieterle previously served as executive director and branch manager for UBS’s Portland, ME office
- Brittany Manganaro, has been named branch manager of the Wellesley, Massachusetts office after previously serving as branch manager of UBS’s Concord and Manchester, NH offices.
- Existing Branch Manager of the Wellesley, MA Branch, Clare Kiesel, has been appointed to Silicon Valley, California Complex Manager and will now report to market head, Erin Borger.
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“We welcome and congratulate Jad and Brittany on their new positions within the market,” said Ken Railey, assistant market head of The Greater New England Market. “These changes represent our devotion to clients to ensure they are at the forefront of financial planning and wealth management.”
The Greater New England Market will be comprised of 11 branches, including UBS’s four existing offices within the Greater Boston area which include those in Downtown Boston, South Shore, North Shore and Wellesley, in addition to offices in Portland and Bangor, ME; Concord, Manchester and Portsmouth, NH; and Burlington and Rutland, VT.
Through this market expansion, the number of staff reporting into
Ducey has increased by 100, to a total of 470 within the region. Assets under management for The Greater New England Market now total $50 billion.