UBS appoints James V. Carideo as Market Director for San Diego
08 Marzo 2024 - 10:00AM
Business Wire
James V. Carideo brings more than 30 years of domestic and
international wealth management experience to role, most recently
serving as market director in Portland, Oregon
UBS Wealth Management today announced that James (Jim) V.
Carideo has been appointed Market Director for the firm’s San Diego
offices, effective January 1, 2024. He will be based in the
downtown San Diego office and will oversee financial advisors and
support staff in San Diego and additional branches in Rancho
Bernardo and Carmel Valley.
Jim Carideo has been with UBS for nearly 13 years, most recently
serving as Market Director in Portland, Oregon. In that role, Jim
oversaw all aspects of the wealth management business in the area
and led a transformation of the Portland complex into a
top-performing market. His primary responsibilities in San Diego
will include expanding the firm’s business activities in the
region, recruiting new advisors and coaching team members to
maximize performance.
“Jim is a proven leader and an outstanding advocate for the
wealth management business,” says Justin Frame, UBS Market
Executive for the Pacific Desert market, which includes San Diego,
Orange County, Hawaii, Indian Wells/Riverside, and Arizona. “Jim’s
international and domestic experience in a variety of positions
makes him a balanced, well-rounded manager. We are excited Jim has
chosen to take on the leadership role in San Diego and look forward
to deepening our ties within this community.”
After achieving a bachelor’s degree in history from the
University of South Florida, Jim began his career as a sports coach
at high school and college levels before moving into a career in
financial services. Prior to UBS, Jim worked with Smith Barney for
19 years, working his way up from being a financial advisor into
management, including spending two years in Australia. He holds
securities licenses 3, 6, 7, 9, 10, 31, 63, and 65 and is
FINRA-registered in California, Florida, Missouri, Montana, North
Carolina, New Jersey, Nevada, Oregon, Tennessee, Texas, Utah, and
Washington.
A strong advocate for children learning through sports, Jim was
recently President of the Board with Sport Oregon in Portland, an
organization that promotes sports and tourism through a number of
grants and programs dedicated to youth sports, with an emphasis on
underserved youth. He plans to stay involved with Sport Oregon from
a distance and will look for similar organizations in San Diego, as
well as participate in other community and philanthropic endeavors.
He and his wife Toni have two daughters, one son and a baby
grandson.
Notes to Editors: Photos available upon request
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 markets around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
https://www.ubs.com
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press use only.
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