Advisors with several decades of industry experience have switched firms from RBC Wealth Management and Edward Jones.
Joining UBS’s Philadelphia D.C. Wealth Management Market is financial advisor Anibal Drelichman and his team including client service associate Fatema Sarker, who move from RBC Wealth Management.
Drelichman has more than 30 years of experience in wealth management and financial services which includes roles at American Express, PaineWebber, Morgan Stanley, Citi and Oppenheimer & Co.
“Anibal’s decades of experience working with high and ultra-high net worth clients will undoubtedly be an asset to our firm, and we are extremely pleased to welcome him to UBS as we expand our offering in the Washington, D.C. region,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. “We are confident that Anibal and his clients will benefit from our state-of-the-art wealth management capabilities and client-centric platform at UBS.”
Meanwhile, an advisor managing $200 million AUM has made the move to Kingsview Partners as wealth manager and partner.
Greg LaFreniere is based in Iron Mountain, Michigan, and has been in the industry – at Edward Jones - for more than two decades after starting out in healthcare. His financial career was influenced by older mentors in his life who emphasized the importance of saving for retirement.
“Seeing goals being obtained and dreams come true, and showing younger people the power of investing over time is why I chose this profession”, he said.
Kingsview Partners CEO Sean McGillivray added: “Greg’s wealth of experience will enhance our approach to serving clients. Together, we’ll elevate our mission and continue to set the standard in financial excellence.”
Those jumping ship include women advisors and breakaways.
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Sieg, 58, was head of Merrill Wealth Management, left in 2023 and returned that September to Citigroup, where he worked before being hired by Merrill Lynch in 2009.
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