Advisor team The Betesh Group joins UBS in New York City
UBS Wealth Management USA has recently welcomed two highly experienced Financial Advisors, Morris and Irving Betesh, also known as The Betesh Group, to their team in New York City. With a combined professional investment experience of over 80 years, the duo manages an impressive $780 million in client assets for high-net-worth families, senior executives, and private business owners.
Kellie Brady, Market Director at UBS, expressed the firm’s commitment to attracting and retaining the most talented financial advisors in the industry. Brady believes that UBS offers the strongest platform for Financial Advisors in the Americas, equipped with a suite of high-net-worth capabilities that enable advisors like Morris and Irving to deliver the full power of UBS to their clients.
The Betesh Group will be based at UBS’s office in the prestigious 1285 Avenue of the Americas, New York City, under the management of Kellie Brady. Their practice focuses on providing exceptional care to clients, emphasizing active listening and collaboration to help clients achieve their goals and aspirations.
Morris I. Betesh joins UBS as a Financial Advisor and Portfolio Manager, offering customized solutions such as asset management, investment advice, lending advice, and financial planning. With a career that began on Wall Street in 1991, Morris has gained extensive experience as a financial consultant and equity trader. Additionally, his senior executive roles in the apparel industry and his successful venture, Dan Morris Apparel, provide him with unique insights into the financial needs and challenges faced by corporate executives and entrepreneurs. Morris is a graduate of New York University and holds various professional designations, including ChFC®, CPFA®, and CRPC®. He is an active member of his community in Brooklyn, New York, and enjoys playing the guitar and cycling in his spare time.
Irving M. Betesh joins UBS as a Financial Advisor and Portfolio Manager, specializing in providing customized wealth strategies and integrated advice to individuals and families. As a Certified Financial Planner™, Irving takes a comprehensive approach that encompasses investment management, credit and lending, cash-flow analysis, higher education savings, charitable giving, as well as retirement, trust, and estate planning. Irving holds a Bachelor of Business Administration degree in Finance from the Zicklin School of Business at the City University of New York, Baruch College. He also possesses Series 7 and Series 66 FINRA registrations, as well as Life and Health Insurance licenses. Irving is actively involved in his community in Brooklyn, New York, and enjoys reading, staying active, and spending quality time with his loved ones.
UBS, a global leader in financial services, brings together people and ideas to create opportunities and provide financial advice and solutions to wealthy, institutional, and corporate clients worldwide. The firm offers a wide range of investment solutions, products, and impactful thought leadership. UBS is renowned as the leading global wealth manager, providing large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. With a presence in all major financial centers worldwide, UBS employs over 72,000 people globally, with offices in more than 50 regions and locations.
UBS Group AG, the parent company, is listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE). The firm’s commitment to excellence and its strong competitive position in target markets make it a trusted partner for clients seeking long-term growth and profitability.
With the addition of Morris and Irving Betesh to their team, UBS Wealth Management USA continues to strengthen its position as a leading provider of comprehensive financial services. The expertise and dedication of these Financial Advisors will undoubtedly enhance the firm’s ability to deliver exceptional value and tailored solutions to their discerning clientele.