Advisers on the Move

UBS team managing $250 million moves to Raymond James affiliate

David Bernacchia and Darren DeQuatro join Steward Partners Global Advisory in New York

Dec 5, 2017 @ 6:10 pm

By InvestmentNews

David Bernacchia and Darren DeQuatro, who managed $250 million in assets at UBS Financial Services in New York, have joined Steward Partners Global Advisory, a hybrid independent firm affiliated with Raymond James.

Headquartered in Washington, D.C., Steward Partners has offices throughout the Northeast and in Clearwater, Fla.

Mr. Bernacchia began his securities career in 1987 at Merrill Lynch and moved to Lehman Brothers in 1990. He joined PaineWebber in 1993 and moved to Morgan Stanley in 2000. He joined UBS in 2008.

Mr. DeQuatro joined Morgan Stanley in 2007 and moved to UBS in 2008.

They will work in the firm's New York office.


What do you think?

View comments

Recommended for you

Featured video


4 secrets to adviser growth: Client experience

The client experience is critical for firms to thrive today. This is especially true for your wealthiest clients. SEI's John Anderson and Allie Carey offer some strategies for success.

Latest news & opinion

Top 10 RIAs in the South

These are the largest registered investment advisory firms in the Southern U.S., based on AUM.

Top 10 RIAs in the Midwest

These are the largest registered investment advisers in terms of AUM in the Midwestern U.S.

Top 10 RIAs in the Northeast

These are the largest registered investment advice firms in the Northeastern U.S., in terms of assets under management.

10 predictions for financial advice in 2019

Deloitte expects these 10 changes will hit the financial advice business in 2019.

Midwestern magic? RIA assets soared nearly 30% there last year

Theories for what's driving the growth spurt abound, but it surpassed all other regions of the country.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print