UBS Wealth Management Americas has continued its hiring streak with new appointments in Ohio and California.

Jon Ramey joins as complex director in Dayton, Ohio, from Morgan Stanley Smith Barney where he served as an Ohio branch manger in Centerville and Dayton. Ramey has been registered with UBS since March 30, according to FINRA records. He reports to Pete Kaldis, regional director for the MidAmerica region including Ohio and Western Pennsylvania.

Financial advisors Michael Monatlik and Leor Tzour both have joined UBS’ Beverly Hills, Calif., office. They have been registered with the firm since March 30, according to FINRA records. Both Monatlik and Tzour join from Bank of America Merrill Lynch, where they previously had $183 million in assets under management and $1.2 million in annual production. They report to David Bigler.

Financial advisors John Sullivan and Scott Sorenson join UBS’ San Francisco office from Jefferies & Co. Both Sullivan and Sorenson have been registered with UBS since March 28, according to FINRA records. They previously had $150 million in assets under management and $1.1 million in annual production. They report to Wendi Eckardt.

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

Don't have an account? Register for Free Unlimited Access