Fort Myers, Fla., August 5, 2020 – UBS announced today the promotion of Karmen Keup as Executive Director and Branch Manager of the Sarasota, Fort Myers and Bonita Springs branch offices within UBS Wealth Management USA.
With 20 years of wealth management experience at UBS, Karmen has served in several key client-facing positions, including Financial Advisor and Assistant Market Head of UBS Private Wealth Management (PWM) in Long Island, New Jersey, Stamford, Philadelphia, and Washington, D.C. In this role, she was responsible for growing the satellite offices to best serve UBS’s ultra-high net worth clients.
“Karmen is an outstanding leader in our industry, recognized for supporting her colleagues to best serve the needs of their clients,” said Greg Kadet, Managing Director and Market Head of UBS’s Greater Florida region. “We are proud to have Karmen lead our offices in Sarasota, Fort Myers and Bonita Springs, and wish her every success in her new role.
In her career at UBS, Karmen has spearheaded several initiatives. These include partnering with the Wharton Business School and the Columbia Business School to create Private Wealth Executive Education Programs; fostering initiatives to promote career growth, mentoring, and peer sharing for women at all levels of UBS; and playing an active role within the UBS Key Talent Project, which focuses on diversity and equality within the organization.
Recognized for strong management skills, Karmen was named in 2019 and 2020 as one of the UBS delegates at the MAKERS Conference, a global leadership event that brings together more than 600 influential people in finance, business, tech, and other industries to explore ways to accelerate women’s equality.
Karmen earned a Bachelor of Science, Business Administration (BSBA) in Marketing from the University of Denver, Daniels College of Business. She also completed Private Wealth Education Programs from the Wharton Business School and Columbia Business School.
Having recently moved from New York City, Karmen is looking forward to working within the Sarasota, Fort Myers, and Bonita Springs communities to help high-net-worth clients establish sound investment strategies and plans for financial success.
“I believe that prudent business practices and long-term planning using UBS global resources and local financial professionals help build a sustainable future,” Karmen said.
Residing in Fort Myers, Karmen also looks forward to helping local charitable organizations in the Florida Gulf Coast area, supporting children in need, as well as addressing animal adoption and service animal issues.
About UBS Global Wealth Management
As the world’s largest wealth manager, 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 provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’s 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 more than 50 regions and locations, with about 31% of its employees working in the Americas, 32% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 18% in Asia Pacific. UBS Group AG employs over 67,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).