UBS hires two financial advisors for Manhattan office
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UBS announced the hiring of financial advisors Harlan S. Levinson and Louis F. Vargas for its Manhattan market. The advisors will operate as the Levinson Vargas Group from the firm's 299 Park Avenue location, reporting to Market Director Demie Kommatas.
Levinson serves a client base that includes advertising and entertainment professionals, entrepreneurs, corporate executives, and families. His practice focuses on wealth accumulation and preservation strategies, retirement planning, trusts and estates, and generational wealth transfer. He holds a degree from Lafayette College.
Vargas brings more than 15 years of experience advising high-net-worth individuals, families and business owners. His expertise includes investment strategies, financial and corporate retirement planning, options strategies and risk management. He holds a bachelor's degree in Accounting from Rider University and maintains the Certified Plan Fiduciary Advisor designation.
The appointments are part of UBS's continued investment in advisory talent for its Manhattan market, which is led by Market Executive Kellie Brady. UBS (NYSE: UBS) manages $7 trillion in invested assets and operates in more than 50 markets globally, according to the company's press release.
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