UBS Private Wealth Management welcomes John Hanley, Colin McKay and Michael Francis
The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington, D.C.
UBS Private Wealth Management (PWM) on Monday announced that Private Wealth Advisors John Hanley, Colin McKay and Michael Francis will be joining UBS.
The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington, D.C. PWM office, reporting to Branch Manager Brendan Graham.
“John, Colin, Michael and their team bring with them a wealth of experience serving Ultra High Net Worth clients in the Washington, D.C. area,” said Julie Fox, Northeast Private Wealth Market Head at UBS Global Wealth Management. “Washington, D.C. is an important growth market for our Private Wealth Management business. We look forward to having John, Colin, Michael and their talented team join our firm and help us expand our client offering in this key market.”
John Hanley has over 30 years of experience in the financial services industry, having spent the last 15 years at Goldman Sachs. He graduated from the University of Illinois at Urbana-Champaign and received an MBA from the Fuqua School of Business at Duke. He holds the Chartered Financial Analyst (CFA) designation.
Prior to moving into the private wealth management industry in 2010, Colin McKay spent 10 years as an investment banker in the Bay Area focused on the technology sector. He leverages his investment banking experience to advise entrepreneurs and business owners on how they can coordinate their personal wealth planning opportunities with corporate liquidity events. Colin McKay is a graduate of the University of Virginia and holds an MBA from the Tuck School of Business at Dartmouth.
Michael Francis spent 10 years at Goldman Sachs working with both private and institutional clients. He graduated from the US Naval Academy with merit in 1999, serving onboard the USS Elrod (FFG 55) and as a Force Logistics Officer at Explosive Ordnance Disposal Mobile Unit Three in San Diego, California. After his military service, he joined Accredited Home Lenders working for the firm’s senior management team and later earned an MBA from UCLA’s Anderson School of Business.
Karlyn Wright, a trusts and estates specialist, Louis McCabe, a Senior Wealth Strategy Associate, and Katherine Andes, a Team Administrator, will also join the team at UBS Private Wealth Management.
