Greenville, South Carolina, October 21, 2025
News Summary
Michael Shain has rejoined UBS Wealth Management in Greenville, South Carolina, after a distinguished 33-year career with the firm. His return reflects UBS’s commitment to bolstering its presence in the region. As part of The Gallivan Group, he will leverage his extensive experience to enhance client engagement and support UBS’s strategic priorities in South Carolina, emphasizing the importance of top-tier talent in financial advisory services.
Greenville, South Carolina – UBS Wealth Management Announces Michael Shain’s Return
UBS Wealth Management has confirmed the hiring of Financial Advisor Michael Shain in Greenville, South Carolina. His return to the firm follows a distinguished 33-year career at UBS, where he originally joined in 1991. Shain had previously retired in February 2024 but has now rejoined the team, demonstrating UBS’s commitment to strengthening its presence in South Carolina.
The Gallivan Group
Michael Shain will be part of The Gallivan Group, a Private Wealth Management team operating within UBS’s South Atlantic Market. Under the leadership of Market Executive Jake Shine, the South Atlantic Market is an essential segment in the Southeast Region, which is led by Julie Fox. Shain will report to Market Director Katherine Schuba, who is responsible for overseeing his contributions to the team and local client engagement.
Strengthening Local Presence
Jake Shine expressed excitement about Shain’s return and emphasized the value of his extensive experience and understanding of client needs in financial planning and wealth management. UBS has identified enhancing its presence in South Carolina as a key priority, aligning with its broader strategy to deepen client relationships and attract top talent in the financial sector. Katherine Schuba commended Shain for his industry knowledge, unwavering commitment to client service, and strong community ties.
Career Background
Michael Shain brings more than three decades of experience in financial services. He has a solid background in advising high-net-worth individuals, families, business owners, and corporate executives. Before his tenure at UBS, Shain began his career at JC Bradford and holds a bachelor’s degree in business administration from the University of Tennessee, Knoxville.
Shain’s successful practice at UBS was a result of his deep understanding of the financial landscape and the unique challenges faced by clients. His return to the firm is a strategic move that underscores UBS’s objective to expand its Private Wealth Management services throughout the Southeast region.
Conclusion
Michael Shain’s rejoining of UBS signifies not only a personal career milestone but also a deliberate effort by UBS to reinforce its capability and effectiveness in serving clients in South Carolina’s wealth management sector. With a focus on building relationships and leveraging top-tier talent, UBS aims to make significant strides in the financial advisory market.
FAQ
- What is the recent announcement by UBS Wealth Management?
- UBS Wealth Management has announced the hiring of Financial Advisor Michael Shain in Greenville, South Carolina.
- What was Michael Shain’s career prior to returning to UBS?
- Michael Shain has more than three decades of experience in financial services, advising high net worth individuals, families, business owners, and corporate executives. He began his financial services career at JC Bradford.
- When did Michael Shain originally join UBS?
- Shain originally joined UBS in 1991 and developed a successful practice before retiring in 2024.
- Who leads the South Atlantic Market for UBS?
- The South Atlantic Market is led by Market Executive Jake Shine, which is part of the Southeast Region led by Julie Fox.
- What is the focus of UBS in South Carolina?
- Strengthening UBS’s presence in South Carolina is identified as a key priority for the firm.
Key Features of UBS Wealth Management
| Feature | Details |
|---|---|
| Advisor | Michael Shain |
| Location | Greenville, South Carolina |
| Experience | 33 years at UBS; 34 years in financial services |
| Team | The Gallivan Group |
| Market Executive | Jake Shine |
| Education | Bachelor’s degree in Business Administration from the University of Tennessee, Knoxville |
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Additional Resources
- Business Wire: UBS Hires Financial Advisor Michael Shain in Greenville, South Carolina
- AdvisorHub: UBS Team Managing Nearly $1.3 Bln Goes Indie with LPL in South Carolina
- Investment News: Advisor Moves Teams Managing More Than $2B Depart UBS for LPL, Wells Fargo, and Raymond James
- Google Search: UBS Wealth Management
- Wikipedia: Wealth Management
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