UBS names Lisa Golia to lead US wealth management field operations
UBS promoted Lisa Golia to lead its U.S. wealth management field team on March 1. She will oversee recruitment and operations reporting to Mike Camacho.
洞察:
UBS Group AG announced on Tuesday that it has promoted Lisa Golia to lead its U.S. wealth management advisers in the field across the United States 
US, effective March 1, 2026. In her new role, Golia will be given responsibility for field leadership, hiring, retention, and compensation decisions. This move accompanies a reorganization of reporting lines and changes senior operating oversight of UBS’s U.S. wealth advisers, while reallocating leadership focus and resources within the UBS U.S. wealth management business.
US, effective March 1, 2026. In her new role, Golia will be given responsibility for field leadership, hiring, retention, and compensation decisions. This move accompanies a reorganization of reporting lines and changes senior operating oversight of UBS’s U.S. wealth advisers, while reallocating leadership focus and resources within the UBS U.S. wealth management business.The leadership change coincides with a shift by Mike Camacho to strategic priorities, including building out the UBS U.S. bank. This expansion project has already received conditional regulatory approval and represents a key focus for the firm’s near-term growth. By moving Camacho to these strategic initiatives, the firm is signaling a reallocation of leadership attention toward its banking capabilities and away from day-to-day wealth management field operations.
