UBS Hires Financial Advisors in the Southeast Region Managing Over $2 Billion in Assets

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โดย Business Wire·Read original
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UBS Wealth Management announced the hiring of several financial advisors and teams in its Southeast Region who collectively manage more than $2 billion in assets. The hires are located in Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale. In Nashville, Colby Robbins and Brock Hooper joined from Merrill Lynch, managing $344 million in assets. In Washington, D.C., Sheldon Ray and Asif Bhally joined from Raymond James with $187 million in assets, and Matt Teems joined from Morgan Stanley with $149 million in assets. In Philadelphia, Adam Conish joined from Glenmede, managing approximately $1.2 billion in assets. In Fort Lauderdale, Evan McGrath joined from J.P. Morgan Wealth Management, managing $120 million in assets.

Impact on stocks 5

Financials± Mixed · 4 stocks
UBS Group AG
UBSG
▲ PositiveCapitalrelevance

UBS hired advisors managing over $2 billion in assets, expanding its wealth management business.

Bank of America Corp
BAC
▼ NegativeCompetitionrelevance

UBS hired advisors from Bank of America's Merrill Lynch, losing assets under management.

Morgan Stanley
MS
▼ NegativeCompetitionrelevance

UBS hired an advisor from Morgan Stanley, losing assets under management.

Digital Finance & Tokenization▼ · 1 stocks
JPMorgan Chase & Co
JPM
▼ NegativeCompetitionrelevance

UBS hired an advisor from J.P. Morgan Wealth Management, losing assets under management.

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