Business
UBS Announces Leadership Appointments in the Southeast US Region
NEW YORK, May 29, 2026--UBS Wealth Management USA today announced two leadership appointments in its Southeast Wealth Management Region.
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NEW YORK, May 29, 2026--(BUSINESS WIRE)--UBS Wealth Management USA today announced two leadership appointments in its Southeast Wealth Management Region. The Southeast Region, which has seen an influx of wealth in recent years, encompasses some of the nation’s fastest growing wealth centers, including Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Atlanta, Miami, Palm Beach, Naples and Tampa, among others. John Houlihan has been named Market Executive for the South Market. He is responsible for overseeing the firm’s Private Wealth Management and Wealth Management businesses in Georgia, Tennessee, and Arkansas. John reports to Julie Fox, Southeast Regional Director, and is based in Atlanta. His career in financial services spans more than three decades, including years of experience in Atlanta. He joined UBS in 2015 and was most recently Regional Market Director for the Northeast. Prior to joining UBS, he served as a Regional Director at Barclays based in Atlanta. He began his career in financial services in 1993 as a financial advisor at Morgan Stanley. Over the next two decades, he held a variety of leadership roles at Morgan Stanley, including Branch Manager and Complex Director, overseeing markets across New Jersey, Connecticut, New York, and Georgia. "John is someone our teams and clients already know and trust thanks to his proven track record over the course of his successful career at UBS for more than a decade," said Julie Fox. "He has led teams across virtually every corner of our industry, and that breadth of experience gives him a perspective few leaders can match. What truly sets John apart is that he started his career as a financial advisor and spent years in the field, sitting across from clients. He understands the pressures, the responsibilities, and the craft of being a financial advisor because he lived it." Greg Achten, a 10-year veteran of UBS, previously led the South Market, and has informed the firm of his decision to retire from his distinguished 40-year career in the wealth management industry. During his career at UBS, he has counseled, mentored and guided hundreds of financial advisors helping them grow their practices, sharpen their skills, and consistently deliver for clients. His expertise in building high-performing teams has been a driving force for our business in the region. This tr...