Subscribe

Wells Fargo adds advisers managing $966M in assets

Five hires join from rival firms Morgan Stanley, UBS

Five financial advisers with a total of $966 million in assets under management have joined Wells Fargo Advisors’ Private Client Group since July.
The advisers joining Wells Fargo Advisors’ stand-alone branches departed long-held positions at rival wirehouses UBS Wealth Management Americas and Morgan Stanley Wealth Management.
Courtenay Hathcock, Frederick Rossetter and William “Bill” Black joined Wells Fargo’s New York-Penn Center branch from UBS. The advisers have a combined 64 years of experience in the industry and $418 million in assets under management. They report to branch manager Ted Geller.
(See also: InvestmentNews’ Advisers on the move.)
Lou Walsh joined the Jacksonville, Fla., branch from UBS. He has 17 years of experience in the industry and $287 million in assets under management. He reports to complex manager Joe Bruno.
Eric Zakarin joined Wells Fargo at the Westfield, N.J., branch from Morgan Stanley. He has 26 years of experience in the industry and $261 million in assets under management. He reports to complex manager Bill Drake.

Learn more about reprints and licensing for this article.

Recent Articles by Author

Wedbush Securities latest to choose FolioDynamix’s platform

Decision to farm out the wealth management platform for its advisers is a departure.

AMG takes minority stake in wealth management firm

New York firm Clarfeld has about $4B in client assets.

Fairholme Fund is back in business

Six months after closing of $8 billion Fairholme Fund, Bruce Berkowitz will re-open to new investors next week.

For gay couples and their advisers, high court ruling changes everything

Decision expected to dramatically simplify financial planning for same-sex partners; 'death by a thousand paper cuts'.

Financial fraud is rampant but most people can’t spot it: Survey

A new report finds that financial fraud is rampant but most people can't spot it: Many people find outsized return pitches "appealing." Uh-oh.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print