A pair of breakaway UBS advisors have signed on to HighTower's platform, the third wirehouse team the hybrid RIA and broker-dealer has added to its outsourcing service this year.
The Kelly & Wohlner Group, based in Denver, is run by Jeffery Kelly and Brian Wohlner, who managed $160 million at UBS. Kelly last held the title of senior vice president of investments and senior portfolio manager in UBS' portfolio management program. Prior to that, he worked for Morgan Stanley. At UBS, Wohlner worked as an advisor for high-net-worth clients. Before UBS, he worked for Quadriga Partners, a Denver-based investment bank and financial advisory firm.
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