Two ultra-high net worth counselors for UBS Private Wealth Management will speak at the April 4 Roswell Rotary Club meeting.
John Farrell and Joel East counsel and manage ultra-high-net-worth families in Fort Worth, West Texas, and southeastern New Mexico, most with a large concentration of oil and gas assets.
Farrell joined UBS Private Wealth Management in 2021 after working for 10 years at J.P. Morgan, helping to expand Morgan’s presence in the Permian Basin.
East also joined UBS Private Wealth in 2021 after departing J.P. Morgan’s Private Bank as an executive director specializing in investments and portfolio management.
