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The recruit joined a practice opened by a former complex director from the same wirehouse.
August 25
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The wirehouse advisers generated a combined $2 million in annual revenue at the time of their departure.
August 24
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The veteran supervisor got his start at Merrill Lynch in the early 1980s.
August 23
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Veteran Jason Miller was named to a new post as head of Wealth Planning in the U.S. He is supported by four regional leaders who are also new to their roles.
August 23
- Money Management Executive
Baha helped Jeffrey Gundlach turn DoubleLine Capital into a $100 billion asset management firm.
August 23 -
Plus, Benjamin F. Edwards and Ameriprise each add recruits with more than $600M in combined AUM, and Morgan loses a $500M group.
August 22
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The advisers, one of whom is a former football coach, are among the first to join the wirehouse since UBS unveiled sweeping changes to its comp plan.
August 22
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The veteran wirehouse recruit has 34 years of industry experience.
August 19
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Doris Meister, formerly president of U.S. Markets for BNY Mellon Wealth Management, also joined the bank's 15-member management group.
August 17
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Two veteran advisers opened a new office for the firm.
August 15
