Andrew Welsch

On Wall Street takes a closer look at the work routines and feats of this year’s Top 40 Under 40 class.

An established name in muni markets, the company hopes to expand its footprint in the wealth management industry.

UBS advisor Michael Lorenzo is carefully eyeing “the impact that systematic strategies had on the markets, especially as 2018 is the new normal.”

The advisor and his alleged co-conspirators made $5 million in illicit profits off misappropriated information, according to prosecutors.

Studying leaders in other industries reveals many ways to be successful, says Merrill Lynch’s Stephen Bealer.

One of the recruits has 46 years of industry experience.

Investors with this trait are a lot easier to work with, says UBS advisor William Wilson.

Forty-seven investors, some over the age of 63, were among the victims.

It’s the toughest part of the job, says Mihir Patel, who ranked No. 6 on the Top 40 Under 40 list.

Keeping abreast of developments in this domain is critical to Kevin Bruegge and his business owner clients.

The bank also renamed its U.S. Trust business.

On Wall Street takes a closer look at the work routines and feats of this year’s Top 40 Under 40.

One of the new hires is an industry veteran of 50 years.

The bank has been striving to lure away top talent from the wirehouses.

Though the firm reduced recruiting efforts in 2016, it continues to selectively hire talent from rivals.

One of the two new hires is an industry veteran of 34 years.

Thomas Buck misled clients in order to charge them excessive commissions, according to federal prosecutors.

The recruits will operate from a new Cincinnati office.

The former broker bilked more than a dozen former clients over an eight-year period, prosecutors said.

The $314 million team made the change after deciding it was a better fit culturally