-

UBS appoints Joseph Lombardo as Market Director for Florham Park, NJ, expanding leadership across key New Jersey offices

FLORHAM PARK, N.J.--(BUSINESS WIRE)--UBS Wealth Management US today announced the appointment of Joseph (Joe) Lombardo as Market Director for its Florham Park, New Jersey office, in addition to leading the firm’s offices in Short Hills and Westfield, New Jersey. The move is effective immediately.

“We are excited to name Joe as Market Director of Florham Park, in addition to his ongoing leadership in Short Hills and Westfield,” said Mara Glassel, Greater New York Metro Market Executive at UBS. “Joe’s extensive industry experience, strategic mindset and deep commitment to our financial advisors uniquely position him for expanded leadership responsibilities. Under Joe’s leadership, I am confident we will further strengthen our presence in these core New Jersey markets, and enhance the best-in-class service and support we provide to both clients and colleagues.”

Joe brings more than 30 years of experience in the wealth management industry, including over two decades in leadership roles at UBS. He began his career as a Financial Advisor and has since led initiatives focused on advisor development, client experience, and strategic business growth across the region. He previously served as UBS Head of Leadership and Future Talent Development, where he played a key role in cultivating the next generation of firm leaders across the country.

Recognized for his collaborative leadership style and long-term vision, Joe is committed to empowering financial advisors and driving sustainable growth across the New Jersey market. He lives in Fairfield, NJ, with his wife and three children, and holds a bachelor’s degree in finance and an MBA in marketing.

The UBS Greater New York Metro Market, led by Mara Glassel, includes 18 offices across Long Island, Westchester, Connecticut and New Jersey.

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. For press use only.

Contacts

Media:
Christina Aquilina
Christina.aquilina@ubs.com

UBS

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

Release Versions

Contacts

Media:
Christina Aquilina
Christina.aquilina@ubs.com

Social Media Profiles
More News From UBS

UBS Hires Financial Advisor Brad Gillin in New York City

NEW YORK--(BUSINESS WIRE)--UBS today announced that Brad Gillin will be joining the firm as a Financial Advisor. Following the conclusion of his notice period, Brad will join the UBS Manhattan Market, led by Market Executive Kellie Brady, and will be based in the firm’s 1285 Avenue of the Americas Private Wealth Management office. He will report to Senior Market Director Tom Conigatti. “We are thrilled that Brad will be joining UBS,” said Kellie Brady, Manhattan Market Executive at UBS. “His ex...

UBS Advisor Peter B. Martin Named to Forbes Best-in-State Wealth Advisors

PARAMUS, N.J.--(BUSINESS WIRE)--UBS Wealth Management USA announced that Peter B. Martin, a Financial Advisor in the firm’s Paramus, NJ office, has been named to the 2026 Forbes Best-in-State Wealth Advisors list. “We are extremely proud to see Peter recognized on this prestigious list," said Ryan Rozniakowski, Senior Market Director at UBS. "Peter has achieved an incredible level of success as a Financial Advisor through his dedication, focus, and commitment to his clients and community.” Pete...

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 3/30/2026 4/13/2026 4/13/2026 4/21/2...
Back to Newsroom