Leonard A. Golub
About Leonard A. Golub
Leonard A. Golub serves as the Head of Corporate & Institutional Advisory Solutions at UBS, a position he has held since 2023. With a background in corporate law and extensive experience in wealth management, he has significantly contributed to UBS's growth and development of its advisory services.
Work at UBS
Leonard A. Golub is currently the Head of Corporate & Institutional Advisory Solutions (CIAS) at UBS, a position he has held since 2023 in Weehawken, New Jersey. Prior to this role, he served as the Branch Manager at UBS from 2003 to 2007 in New York City. From 2007 to 2023, he was the Head of Wealth Advice Center and Emerging Affluent Strategy in Weehawken. During his tenure, he launched the UBS Wealth Advice Center, which now manages over $17.4 billion in assets for more than 300,000 clients. He is also responsible for UBS Workplace Wealth Solutions, which provides consulting and benefits to over two million employees across 10,000 companies globally.
Education and Expertise
Leonard A. Golub earned a Bachelor of Arts degree in Political Science from Tufts University. His educational background complements his extensive experience in the financial services industry. He began his career in corporate and securities law in New York City, focusing on corporate finance, securities registration, and compliance and regulatory issues. Golub holds multiple securities licenses, including Series 3, 6, 7, 9, 10, 24, 63, and 66, which further underscores his expertise in the financial sector.
Background
Leonard A. Golub has a diverse professional background that spans over two decades in the financial services industry. He began his career practicing corporate and securities law in New York City before transitioning to UBS, where he has held various leadership roles. His experience includes managing wealth advisory services and developing strategies for emerging affluent clients. Golub's leadership extends to overseeing the UBS Independent Advisor Solutions business, which focuses on building partnerships with independent advisors.
Achievements
Leonard A. Golub has made significant contributions during his time at UBS. He launched the UBS Wealth Advice Center in 2007, which has grown to manage substantial assets for a large client base. His role in UBS Workplace Wealth Solutions has impacted millions of employees by providing institutional consulting and employer-sponsored benefits. Golub is also dedicated to fostering the next generation of diverse talent within UBS, reflecting his commitment to leadership and development in the financial industry.