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UBS names leadership, renovates southeast offices

April 14, 2026 8:01 AM

UBS Wealth Management USA announced leadership appointments and office changes in its Southeast Wealth Management Region, according to a company statement.

Chris Shaw will join as Regional Market Director and Managing Director for the Southeast Region following completion of his notice period. Shaw brings over 30 years of wealth management experience and will focus on recruiting financial advisors. He joins from Sanctuary Wealth and previously spent 29 years at Morgan Stanley in management roles.

Patricia Cashin has been named Senior Market Director for the Greater Philadelphia area. In her expanded role, Cashin will lead a unified market encompassing Philadelphia, Princeton, Newtown, Conshohocken and Northfield. She joined UBS in 2012 from Merrill Lynch.

Patrick Cook has been named Market Director for Nashville, Tennessee. Cook previously served as Associate Market Executive supporting branch locations across multiple southeastern states and joined UBS in 2021.

The company completed renovation of its Newtown, Pennsylvania office and plans to relocate its Conshohocken office to Radnor Financial Center upon completion of construction.

The Southeast Region includes Philadelphia, Washington D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples and Tampa. UBS manages $7 trillion of invested assets and operates in more than 50 markets globally. UBS Group shares trade on the SIX Swiss Exchange and New York Stock Exchange (NYSE: UBS).

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