Brings more than a decade of experience in financial services and investing
May 21, 2019 — INDIANAPOLIS–(BUSINESS WIRE)–UBS Financial Services Inc. announces the promotion of Kristin Popovic to Branch Manager of the Indianapolis office. She is the office’s first-ever female branch manager and will be responsible for overseeing 72 employees and $4.9 billion in assets.
Popovic began her career in the financial industry in 2007 and has climbed the ranks from private banker to financial advisor. For the past four years, Popovic has been the Assistant Market Head for UBS Ohio Indy Market. She holds her Series 7, 9, 10 and 66 licenses.
“I am excited to have Kristin lead the local Indianapolis office,” said UBS Market Head Jon Ramey. “Our market has experienced tremendous growth in recent years, and I’m confident that this growth will continue under Kristin’s leadership.”
A Strong Culture
“I am truly excited to take over the branch from my mentor, Jon Ramey,” said Popovic. “The branch has a strong culture with incredible financial advisors and support staff, many of whom I’ve worked with my entire career. I look forward to dedicating my time and focus to the Indianapolis branch and the clients we serve.”
Outside of the office, Popovic serves on the board of the Nurse Family Partnership. She and her husband, Michael, who is a local small business owner, have two children – AJ (3) and Lukas (2) – and live in Fishers. With Popovic’s promotion to Indianapolis Branch Manager, Ramey will maintain his role as Market Head for Indiana and Dayton, Ohio, with the added responsibility of the Cincinnati market.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’ strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
About UBS Global Wealth Management
As one of the world’s largest wealth managers, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
© UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.
In providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory and brokerage services which are separate and distinct and differ in material ways. For information, including the different laws and contracts that govern, visit ubs.com/workingwithus.
UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. For designation disclosures visit https://www.ubs.com/us/en/designation-disclosures.