Experience

Serving Private Wealth clients with knowledge, discipline and care
John Hardin, Private Wealth Advisor, brings a wealth of experience and a distinctive financial perspective to clients through a keen understanding of financial markets and specialized advice in tax-efficient strategies, retirement planning, and estate planning. John crafts customized financial solutions that are designed to help clients achieve their personal and family goals. His commitment to a client-first approach ensures that every financial plan not only meets today’s needs but also builds long-term value and peace of mind for the future.

Planning today for tomorrow
Known for his analytical mindset, John delivers timely and opportunistic investment ideas. He excels at breaking down complex market dynamics into actionable insights, offering clients a fresh view on wealth management. By working closely with tax advisors, attorneys, and other professionals, John creates comprehensive financial plans that address every aspect of his clients' lives. His deep knowledge of global markets, paired with a passion for guiding clients through intricate financial landscapes, has earned him a strong reputation in the industry.

Previous experience
Before joining UBS, John was Vice President at the Global Investment Opportunities (GIO) Group within J.P. Morgan Private Bank in New York City. He provided investment advice and market dialogue to some of the most sophisticated clients in the private banking sector. In addition to his direct client responsibilities, he played a key role in thematic idea generation and interpreting real-time market insights, helping clients capitalize on emerging trends.

Outside of UBS

• John resides in Coconut Grove / Miami with his wife, Lindsey
• He is passionate about philanthropy, and dedicates time to serving various causes
• John's love for travel and exploration of global cultures continues to enhance his understanding of international markets and broadens his perspective

Serving Private Wealth clients with knowledge, discipline and care
Katelyn O’Hara joins UBS Wealth Management as a Senior Wealth Strategy Associate. Her knowledge includes analyzing traditional and alternative asset classes, addressing concentrated wealth issues, multi-generational wealth transfers, and assisting entrepreneurs with exit planning.

Customized Financial Solutions
Katelyn's mission is to provide quality strategies customized to clients' needs with the goal to be clients' primary source of financial advice. To this end, she concentrates her efforts on developing long-term relationships through a commitment to quality client service.

Previous experience
Prior to joining UBS, Katelyn was Senior Associate at Global Investment Opportunities (GIO), J.P. Morgan Private Bank in New York, a cross-asset institutional investment desk curtailed to cover the needs of ultra-high net worth families and institutions. She collaborated with advisers to build a successful business focusing on high-net worth families and individuals in the Southeast region and beyond. Prior to her tenure at J.P. Morgan Private Bank, Katelyn was with Goldman Sachs’ Global Markets Group in Warsaw, Poland.

Outside of UBS
Outside of work, Katelyn enjoys swimming and jiving to Irish country music.