# UBS Adds Brannon Ozark, Former Fidelity Vice President, as Hartford Financial Advisor

> UBS hired Brannon Ozark, a former Fidelity Investments vice president with over 15 years in financial services.

- Published: 2026-11-02T16:37:35+00:00
- Section: Leadership
- Author: News Desk
- URL: https://newsforagent.com/news/2026-11-02/ubs-brannon-ozark-hartford-advisor
- Source: [Business Wire](https://www.businesswire.com/news/home/20261102048542/en/)

## Key takeaways

- Brannon Ozark joined UBS as a Financial Advisor in the Hartford, Connecticut office, reporting to Market Director Gabriel D'Amica.
- Ozark spent more than 15 years in financial services and was previously a Vice President, Financial Consultant at Fidelity Investments.
- Ozark served in the United States Army as an infantryman before starting his financial services career.

UBS has hired Brannon Ozark as a Financial Advisor in its Hartford, Connecticut office, reporting to Market Director Gabriel D'Amica. The appointment was announced by [Business Wire](https://www.businesswire.com/news/home/20261102048542/en/) on November 2, 2026. Ozark joins from Fidelity Investments, where he was a Vice President, Financial Consultant, and brings more than 15 years of experience in financial services.

## Ozark's Fidelity Background and Army Service

Ozark joins the [UBS](https://akta.pro/company-profiles/000029f/ubs) Greater New York Metro Market. At Fidelity Investments, he built his practice through client relationships and personalized financial guidance, according to the announcement. Before entering financial services, Ozark served in the United States Army as an infantryman.

D'Amica said in the announcement: "We are very pleased to welcome Brannon to UBS. His depth of experience, thoughtful approach to wealth management and commitment to building trusted client relationships make him an excellent addition to our business." D'Amica added that Ozark "shares our focus on putting clients at the center of every decision."

Ozark is a CERTIFIED FINANCIAL PLANNER™ professional with an MBA. His work at UBS focuses on comprehensive wealth management, retirement planning and investment strategies, and the firm said his experience lets him consider clients' broader financial pictures.

## UBS's Invested Assets and Capital Position

UBS reported $7 trillion in invested assets as of April 29, 2026, according to akta.pro [company records](https://akta.pro/company-data). The same records list $73.3 billion in CET1 capital at that date and $71 billion at December 31, 2025. UBS's own announcement puts invested assets at 7.3 trillion dollars as of the second quarter of 2026.

## UBS's Recent Advisory and Deal Work

UBS kept Ryanair on 'Buy' with a €30 price target after the carrier's half-year results for 2026/27, which largely met expectations, FinanzNachrichten.de reported on November 2, 2026. UBS also kept DWS on 'Buy' with a €76 price target the same day, citing positive inflows in actively managed funds. On October 30, 2026, UBS said it expects the pound to rise to $1.38 against the dollar by December, Yahoo reported.

## Chemed's November 9 Conference Appearance

Chemed Corporation said it will present at the UBS 2026 Global Healthcare Conference on November 9, 2026, at PGA National Resort in Palm Beach Gardens, Florida, according to FinancialContent Business Page.

## Companies in this story

- [UBS company profile](https://akta.pro/company-profiles/000029f/ubs) · website: https://www.ubs.com

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