An adviser who managed $450 million in client assets while working at UBS has jumped to First Republic, sources said.
Paul Feinstein generated over $3.6 million in revenue at the wirehouse in 2016, according to two people familiar with the matter. First Republic announced Feinstein's move to its private wealth division in a statement released on Monday. He will oversee individual and family management, as well as estate planning services, out of a Los Angeles branch.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access