- UBS Wealth Management USA appoints Matt Benson as the new Market Director for McLean, Virginia.
- Benson continues to lead offices in Richmond, Norfolk/VA Beach, and Roanoke, expanding UBS's reach in Virginia.
- UBS aims to leverage Benson's leadership to drive growth and meet client needs in the Virginia market.
UBS Wealth Management USA has announced the appointment of Matt Benson as Market Director for its McLean, Virginia office. Benson will maintain his leadership of the UBS offices in Richmond, Norfolk/VA Beach, and Roanoke, expanding his responsibilities within the Virginia region. This strategic appointment reflects UBS's commitment to growing its presence in Virginia, a significant market for the firm, according to UBS Market Executive Jake Shine.
In his new role, Benson's responsibilities include recruiting and developing financial advisors across the McLean, Richmond, Norfolk/VA Beach, and Roanoke offices, with the aim of delivering a premier wealth management experience to clients. Drawing on his extensive experience, Benson is well-positioned to leverage UBS's resources and capabilities to ensure that financial advisors in Virginia effectively meet client needs.
Benson expressed enthusiasm for his expanded role, stating, "I am truly excited to take on this new responsibility. Our market has a strong culture with talented financial advisors and support teams. I look forward to partnering with and supporting our advisors in McLean and throughout Virginia to further our growth efforts and assist our clients in achieving their financial goals and objectives."
Founded in Zurich, Switzerland, UBS is a global leader in wealth management, with a presence in over 50 markets worldwide. Following the acquisition of Credit Suisse, UBS manages $6.1 trillion in invested assets as of the fourth quarter of 2024. UBS Group shares are actively traded on both the SIX Swiss Exchange and the New York Stock Exchange (ticker: UBS).
