Two Financial Advisors join UBS in Portland, Maine
September 07 2021 - 8:50AM
Business Wire
UBS Wealth Management USA today announced that Financial
Advisors, Micah Roberge and Shaun Hawkins, have joined the firm in
Portland, Maine. The team, The Roberge Hawkins Group, manages $400
million in client assets. Also joining the firm is Senior
Registered Client Service Associate Deborah Erickson.
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Micah Roberge and Shaun Hawkins (Photo:
Business Wire)
“We continue to focus on recruiting and retaining the most
client-focused and productive Financial Advisors in the industry,”
said Jad Dieterle, Northern New England Complex Director at UBS
Wealth Management USA. “We believe we have a strong platform in the
Americas and with our suite of high-net-worth capabilities,
advisors like Micah and Shaun are able to deliver the full power of
UBS to their clients.”
Micah has 18 years of industry experience, spending the last 14
years working to create and design life-long retirement plans for
his clients, including anticipating and addressing their long-term
care needs. Prior to joining UBS, Micah worked for 14 years as a
Wealth Management Advisor for Merrill Lynch. He earned his
Bachelor’s degree from Bowdoin College in Brunswick, Maine, with
degrees in Mathematics and Economics. He has earned the Certified
Investment Management Analyst® designation and the Certified Wealth
Management Advisor® designation through the Investments &
Wealth Institute, and in conjunction with the Wharton School of
Business at the University of Pennsylvania and The Booth School of
Business at University of Chicago. He grew up in Augusta,
Maine.
Shaun has 21 years of experience, spending the last 10 years
working with high-net-worth individuals, business owners, corporate
executives, medical and legal professionals. He began his career in
1994 at Goldman Sachs on the institutional equity trading desk and
spent 11 years covering sophisticated hedge funds and mutual funds
in New York and Boston. Before joining Merrill Lynch in 2011, Shaun
spent time as a self-published author. He earned both a Bachelor’s
degree and Master’s degree in Business Administration (MBA) from
Cornell University in Ithaca, New York. Shaun has earned the
Certified Private Wealth Advisor® designation through the
Investments & Wealth Institute and in conjunction with the
Booth School of Business at the University of Chicago. He grew up
in Portland, Maine.
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).
https://www.ubs.com
© UBS 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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