John Farrell and Joel East with UBS Private Wealth Management in Fort Worth will speak at the April 30 Rotary Club meeting.
Farrell joined UBS in 2021 as a senior vice president, responsible for managing the financial affairs of high-net-worth families in Fort Worth, West Texas, and southeast New Mexico, most with a large concentration in oil and gas assets.
Before joining UBS, he spent 10 years at J.P.Morgan.
East joined UBS in 2021, after departing J.P.Morgan’s private bank as an executive director specializing in investments and portfolio management.
He spent nearly 15 years with J.P.Morgan, where he most recently worked in the Fort Worth Private Bank advising high-net-worth clients.
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