ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B Price & Performance (HDLB)

UBS has elevated Peter Dorfman and Mike Carr to Managing Director – Wealth Management roles. Together, they lead a team serving high-net-worth individuals, including athletes and entertainers. Their recognition highlights UBS’s commitment to delivering tailored financial solutions and exceptional service across its wealth management operations.1

Lin Reynolds is joining UBS in New York City after her tenure at J.P. Morgan Private Bank. With expertise in serving global family offices and high-net-worth clients, Reynolds will focus on customized wealth strategies at UBS. Her addition underscores UBS's strategy to enhance its private wealth advisory capabilities.2

The Rosegarten/Rubin Financial Group at UBS has been named to Forbes' Best-In-State Wealth Management Teams list for 2025. Known for their expertise in asset allocation and client service, the group continues to build a strong reputation in managing portfolios for executives, corporations, and nonprofits.3