UBS today announced that financial advisor team The Adams Group has joined the firm. The team, which manages over $170 million in client assets, is led by Financial Advisor Mariam Adams, and also includes Client Service Associate Albert Ortiz.
The Adams Group provides a wide array of financial services to clients from diverse backgrounds with a focus on advising LGBTQ+ individuals, their families and allies. The team will continue to be based out of New York City and be part of the firm’s Philadelphia D.C. Wealth Management Market, led by Market Executive Julie Fox.
“Mariam is a talented financial advisor and we are proud to welcome her to UBS. We are confident that our powerful wealth management platform and capabilities will help Mariam and her team better serve clients,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. “Over the past year, we have invested heavily in our market, with new office space and new hires, and we look forward to continuing to expand our offerings and reach in this important region.”
Mariam brings nearly 10 years of wealth management experience to UBS and previously was a Senior Financial Advisor with Merrill Lynch Wealth Management in New York City, where she joined in 2014. She advises clients about financial planning, investment management, inheritances, estate planning and charitable giving.
Mariam has served on the Board of Advisors for the Gender & Family Project (GFP), which provides gender affirmation services and research to young people and their families. She also served on the Board for the country’s largest LGBTQ+ homeless youth organization, The Ali Forney Center. Currently, she sits on the Board of the New Paltz Pride Coalition in New York’s Hudson Valley. Mariam holds a Master’s Degree from the University of Pennsylvania and a Bachelor’s Degree from Northeastern University.
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. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. 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 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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