UBS Wealth Management Americas, a division of UBS AG, announced that three representatives from equity compensation services division have been selected as key speakers for the upcoming National Association of Stock Plan Professionals conference, to be held in Washington, DC from September 23-26.
"We are thrilled to be participating in the 21st Annual NASPP conference. Our clients tell us they are thirsty for information. That's not surprising as equity compensation plan are growing increasingly complex," said Michael Barry, head of the equity compensation services division. "We look forward to sharing our insights and perspective at the conference and beyond."
Stephen Kula, Financial Advisor and Corporate Stock Benefits Consultant, will lead the panel “Rule 10b5-1 Plans Under Attack: The Latest Practices” on September 25. Steve has 17 years experience in offering a variety of wealth management and planning services, specializing in equity compensation plans, including restricted stock, stock options and performance awards. He holds Series 7, 63 and 65 licenses and various insurance licenses. Steve is a Director on the board of the NASPP Chapter in Chicago.
Scott Shurtleff, Director, Platform Development, will lend his expertise to the panel “Employee Mobility: Expatriate Taxation is Only the Tip of the Iceberg” on September 24. Scott has 13 years of experience in the equity compensation field, including the last seven years with UBS. He is a Product Manager on the Platform Development team, with an emphasis on the plan administration and tax mobility capabilities.
Tammy Harris, Director of Plan Administration, will offer her insights on the panel “Survival Skills for Equity Compensation Professionals” on September 24. Tammy has responsibility for plan administration at UBS. In her role, she has oversight of the administration team handling all UBS fully outsourced clients, as well as procedural governance and quality assurance around all aspects of plan administration. She joined UBS in September of 2000, and has held multiple roles serving corporate clients in the equity plan services group. Prior to joining UBS, Tammy served as Compensation Manager at Cracker Barrel Old Country Store.
In the past four years, UBS has invested nearly $200 million to bring clients cutting-edge technology and industry expertise. Serving more than 125 companies representing 1 million-plus participants in over 150 countries, UBS offers cost-effective plan administration and transaction solutions, helping employees understand the true value of their rewards, regardless of their level of sophistication.
Notes for Editors
About UBS Wealth Management Americas
UBS Wealth Management Americas provides advice-based relationships through financial advisors who deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth, high net worth and core affluent individuals and families. It includes the Wealth Management U.S. business, the domestic Canadian business and the international business booked in the United States.
UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. Its business strategy is centered on its pre-eminent global wealth management businesses and its universal bank in Switzerland. Together with a client-focused Investment Bank and a strong, well-diversified Global Asset Management business, UBS will drive further growth and expand its premier wealth management franchise. UBS is present in all major financial centers worldwide. It has offices in 57 countries, with about 35% of its employees working in the Americas, 36% in Switzerland, 17% in the rest of Europe, the Middle East and Africa and 12% in Asia Pacific. UBS employs about 62,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Gregg Rosenberg, 212-713-8842
Follow us on Twitter: @UBSAmericas
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