People Moves

UBS Appoints Office Manager For San Francisco Private Wealth Management

Eliane Chavagnon Deputy Editor - Family Wealth Report 20 November 2013

UBS Appoints Office Manager For San Francisco Private Wealth Management

UBS has promoted Stephen McCashin - has been with UBS since the start of his career in the firm’s graduate training program - as office manager of San Francisco Private Wealth Management.

UBS has promoted Stephen McCashin - who has been with the firm since entering its graduate training program - as office manager of San Francisco Private Wealth Management.

Most recently, McCashin served as complex director for Northern California, overseeing six offices with revenues in excess of $100 million.

Prior to that, he held several management positions including complex director for Downtown Los Angeles, having previously been a branch office manager in Rancho Bernardo.

Between 2008 and 2009, McCashin was with Private Wealth Management in LA, during which time he helped grow the business and add over $6 billion in net new assets, UBS said.

He spent most of 2008 as the acting manager for the office as UBS searched for a permanent replacement to fill the role.

Earlier this month, UBS Private Wealth Management recruited advisor Scott Harries - with $500,000,000 in assets under management - from Merrill Lynch in LA.

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