The advisory program, UBS says, enables financial advisers working with defined contribution (DC) retirement plan sponsors to offer customized services to their clients under a fee-based consulting agreement. Under the arrangement, UBS Wealth Management Americas supports advisers and their plan sponsor clients with an integrated set of investment products and advice solutions.
Horner has worked extensively in financial services, the firm says. His past jobs include co-management of a $5 billion wealth management office. His education includes economics at North Park University, investment management at The University of Pennsylvania and financial planning at The University of Chicago.
More information is available at www.ubs.com/workingwithus.