- UBS Wealth Management US strengthens its team with the addition of Shahan Avakian as a Financial Advisor.
- The Walnut Creek office will benefit from Avakian's 25 years of experience in financial advising.
- Avakian, formerly with Morgan Stanley, specializes in investment management for non-profits and homeowners’ associations.
UBS Wealth Management US has announced the hiring of Shahan Avakian as a Financial Advisor in its Walnut Creek, California office. With 25 years of industry expertise, Avakian brings a wealth of knowledge to the firm, having previously worked at Morgan Stanley. He is known for his disciplined approach and ability to steer clients through challenging economic periods, including three recessions.
Shahan Avakian's team, which includes Client Service Associate Jennifer Argento-Khashabi, will focus on managing investments for non-profit organizations, homeowners’ associations, and traditional retirement planning for individuals and families. "On behalf of UBS, we're thrilled to welcome Shahan and Jennifer to our firm," expressed Joshua Breeden, Market Director at UBS (UBS, Financial), highlighting their extensive experience and client dedication.
Avakian is a graduate of California State University Hayward, holding a Bachelor of Science in Business Administration-Finance. His commitment to providing comprehensive wealth management strategies aims to help clients achieve their financial objectives, reinforcing UBS's position as a leading global wealth manager with $6.1 trillion in invested assets as of the fourth quarter of 2024.
UBS, headquartered in Zurich, Switzerland, operates in over 50 markets worldwide. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange, reflecting its prominent role in the financial services sector as a diversified asset manager and investment bank.
