-

UBS Hires Financial Advisor Shahan Avakian in Walnut Creek

WALNUT CREEK, Calif.--(BUSINESS WIRE)--UBS Wealth Management US today announced that Shahan Avakian has joined the firm as a Financial Advisor. His team specializes in managing investments for non-profit organizations and homeowners’ associations, as well as traditional retirement planning for individuals, families, and business owners.

Shahan is joined by Client Service Associate Jennifer Argento-Khashabi. They join the UBS Walnut Creek office, managed by Market Director Joshua Breeden.

“On behalf of UBS, we're thrilled to welcome Shahan and Jennifer to our firm,” said Joshua Breeden, Walnut Creek Market Director at UBS. “Their extensive industry experience and unwavering dedication to their clients will be invaluable assets to our team. We are confident that Shahan and Jennifer will help us continue to enhance our client offerings and build lasting relationships in this key market.”

Shahan joins UBS from Morgan Stanley. He brings 25 years of experience as a Financial Advisor and is committed to providing clients with comprehensive wealth management strategies to help them achieve their goals and objectives. An experienced professional, Shahan has navigated his clients through three recessions by maintaining discipline and employing a well-informed decision-making process. His goal is to make a difference in his clients’ lives and is confident in guiding them towards their financial goals.

Shahan graduated from California State University Hayward with a Bachelor of Science degree in Business Administration-Finance.

Notes to Editors

About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

Contacts

Media Contact:
Christina Aquilina
Christina.aquilina@ubs.com

Industry:

UBS

NYSE:UBS
Details
Headquarters: Zurich, Switzerland
CEO: Sergio Ermotti
Employees: 72,000
Organization: PUB
Release Versions
English

Contacts

Media Contact:
Christina Aquilina
Christina.aquilina@ubs.com

Social Media Profiles
UBS
More News From UBS

UBS Hires Financial Advisor Jeff Miller in Bellevue, WA

BELLEVUE, Wash.--(BUSINESS WIRE)--UBS Global Wealth Management US today announced that Jeff Miller has joined the firm as a financial advisor. He joins the UBS Pacific Northwest wealth management market, led by Market Executive Robert Giordano, and is based in the Bellevue, Washington office. Jeff brings decades of experience advising high-net-worth families, entrepreneurs and corporate executives with a client first approach. “Jeff’s track record of building deep client relationships and deliv...

UBS Advisor Team Hollenbaugh Rukeyser Safro & Williams Ranked #4 on Forbes America’s Top Private Wealth Management Teams List

NEW YORK--(BUSINESS WIRE)--UBS Global Wealth Management US announced today that Hollenbaugh, Rukeyser, Safro & Williams, a Private Wealth Team with multiple offices around the country, has been named to Forbes America’s Top Private Wealth Management Teams list for 2025. The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the third consecutive year that the team has been named to the list. Hollenbaugh, Rukeyser, Safro & Williams is a 13-person tea...

UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes

NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 9 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker   ETN Name and Prospectus Supplementa   Coupon Valuation Date   Ex-Date   Record Date   Payment Date   Coupon Amount   Payment Schedule   Current Yield (annualized) MLPBb   ETRACS Alerian MLP Infrastructure Index ETN Series B   12/30/2025   1/1...
Back to Newsroom