Financial advisor Caitlin Perry joins UBS in Rutland, VT
RUTLAND, Vermont – (COMMERCIAL THREAD) – UBS Wealth Management USA today announced that Caitlin Perry has joined the company as a financial advisor in Rutland, Vermont. She manages $ 125 million in client assets and will be joined at UBS by Client Service Associate, Shauna Graham.
Caitlin has 10 years of wealth management experience and specializes in helping clients build and protect their retirement income. Prior to her career in financial services, Caitlin served in the United States Army as a combat medic.
âOn behalf of UBS, we are delighted to welcome Caitlin to the company,â said Brad Miller, Rutland and South Burlington branch manager at UBS Wealth Management USA. âCaitlin’s experience in the industry and her dedication to customers will be a great addition to our business, and we look forward to having her to help us continue to expand our customer offering in this key market.
âWe continue to focus on recruiting and retaining the most productive financial advisors in the industry,â said Jad Dieterle, director of the Northern New England complex at UBS Wealth Management USA. âWe believe we have one of the strongest platforms for financial advisers in the Americas, and with our suite of High-Net-Worth capabilities, advisors like Caitlin will be able to bring the full power of UBS to his clients. ”
Caitlin holds a bachelor’s degree from the University of Vermont. She is originally from Rutland and cares deeply about her community, often volunteering with the Rotary Club of Rutland South and the Boys and Girls Club of Rutland County. In her spare time, Caitlin enjoys everything in Vermont; skiing, snowboarding, hiking and biking.
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 high net worth families and individuals around the world. Clients working 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.
UBS provides financial advice and solutions to high net worth, institutional and corporate clients around the world, as well as to private clients in Switzerland. UBS is the largest truly global wealth manager and one of the leading retail and corporate banks in Switzerland, with a large-scale and diverse global asset manager and specialist investment bank. The bank focuses on companies that have a strong competitive position in their target markets, are capital efficient and have attractive long-term structural growth or profitability prospects.
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