UBS Wealth Management Americas has hired 11 new financial advisors that previously had $1.2 billion in assets under management and $9 million in fees and commissions.
In Washington, D.C., UBS Private Wealth Management has hired a Morgan Stanley Smith Barney team including David Andreadis, Karen Ben-Shlaush, Richard Haskin, Frederick Schultz, Lloyd Seested and Eric Teichberg. Together, they previously oversaw $659 million in client assets and generated $6 million in annual fees and commissions.
They have been registered with UBS since Aug. 5, according to their records with the Financial Industry Regulatory Authority. The team is led by Jason Chandler and reports to Private Wealth Management Manager Rod Von Lipsey.
“The addition of this strong team to a talented and successful group of UBS advisors in D.C. underscores our commitment to the DC region, one of the key markets for our business,” UBS Wealth Management Americas Chief Executive Robert McCann said in a statement regarding the Washington, D.C. team hire.
In addition, UBS has also hired Wells Fargo advisors Dennis Dougherty and Bryan White in Denver, Colo. They previously had $120 million in client assets under management and generated $1.1 million in annual fees and commissions. They have been registered with UBS since Aug. 5, FINRA records show, and report to complex director John Lester.
The firm has also hired Morgan Stanley Smith Barney advisor Linda Gelson in Stamford, Conn., who has been registered with the firm since Aug. 5; John Perillo from Mercer Allied Co., who joined in Troy, Mich. on Aug. 4; and Randolph Byrd from Morgan Stanley Smith Barney, who joined in Centerville, Ohio on Aug. 5.
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