UBS Private Wealth Management Adds Experienced Advisors to Kenwood, Ohio Office

Team will advise family investment companies, foundations and nonprofit organizations

Allen Zaring, Families & Foundations Investment Group, UBS Financial Services (Photo: Business Wire)

KENWOOD, Ohio--()--UBS Private Wealth Management announced the addition of a new team in the Kenwood, Ohio office. Allen Zaring and Tim Bayer of the Families & Foundations Investment Group join UBS Private Wealth Management from J.P. Morgan Private Bank, bringing to the firm their deep experience serving sophisticated, multigenerational families and institutions.

The Families & Foundations Investment Group will advise successful private business owners and founders on family office formation through pre- and post-transaction liquidity planning, asset management, next generation investment education and the financing of philanthropic initiatives. The team will also perform investment management services for private and family foundations and nonprofit organizations.

“Allen and Tim bring their specialized talents and a wealth of knowledge and experience to a growing area of importance in the region,” said Jon Ramey, Ohio Indy Market Head, UBS Wealth Management USA. “They will provide our clients and prospective clients with bespoke solutions and thoughtful advice that addresses their often complex wealth management needs.”

“On behalf of UBS, we are excited to welcome the Families & Foundations Investment Group to the firm,” said Michael Gatewood, Chicago Market Head, UBS Private Wealth Management. “Together, they represent a high-quality team that can advise clients on the full spectrum of investment management solutions while drawing from the global resources of UBS.”

Allen Zaring joins as Managing Director and has more than 20 years of experience working with a diverse group of successful families worldwide. Most recently, at J.P. Morgan Private Bank, he focused on transactional liquidity events, family office formations, philanthropic initiatives and investment management for regional nonprofit organizations. Prior to that, he served as Chief Operating Officer, Head of Risk Analytics at a London-based hedge fund. Zaring will be responsible for managing relationships with ultra-high net worth clients, family offices and regional endowments and foundations. He holds a bachelor’s of science degree from Babson College and is a graduate of the Owner/President Management program at Harvard Business School. Zaring currently serves on the board of directors for the Cincinnati Public Library and the Harvard Business School Club of Cincinnati.

Tim Bayer joins as Vice President after spending the last decade as a global investment strategist for J.P. Morgan Private Bank. He has advised some of the country’s most prominent families, generational family offices, private business owners, entrepreneurs, financial professionals and professional athletes. In working with this distinct level of global wealth, Tim strategically managed personal balance sheets and complex investment portfolios. He also worked closely with endowments and foundations in a variety of ways to help them fulfill their missions. Bayer’s goal is to implement his experience to deliver successful investment management services for local families and foundations. Bayer holds a bachelor’s of science degree from Georgetown University.

Notes to Editors

About UBS Global Wealth Management

As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.


Sarah Holsapple
(317) 363-6800


Sarah Holsapple
(317) 363-6800