UBS Wealth Management USA recently welcomed The Keating Group, a four-member advisory team that had been affiliated with Merrill Lynch, to its ranks.
The team, comprised of Maureen Keating, Michael DeCorleto, and Matthew Marques as financial advisors, and Matthew Mardirosian as wealth management associate, brings with them an impressive management portfolio of around $700 million in assets from affluent clients and families.
They will be integrating into the UBS Greater New England Market, operating out of the Hartford office located at One State Street. This office is overseen by William Cholawa and Andrew Babiak. Cholawa is also ex-Merrill Lynch, having joined the bank in 2005, and becoming part of the UBS team in May 2014.
He praised the new team, saying, "These advisors have built a strong, hardworking team centered around putting their clients first while maintaining a professional and familial culture, and we look forward to helping them continue to grow at UBS. We believe we have the strongest platform for Financial Advisors, and with our suite of high-net-worth capabilities, advisors like Maureen, Matt, and Mike will be able to deliver the full power of the firm to their clients."
The Keating Group's roots trace back over six decades to when Maureen’s father, Ed Keating, initiated his financial advisory career at Merrill Lynch. Over the years, the group has adapted to changes in the industry, expanding their team and enhancing their client-focused and financial planning approach. Their performance has earned them a spot on several prestigious lists, including the 2023 Forbes Best-in-State Wealth Management Teams list for Connecticut.
Commonwealth Financial joins a number of firm that have recently cut jobs.
A slow drip of disclosures, an executive exit, and a stock that fell hard before the suit landed
New research finds unpaid caregivers are more likely to struggle with debt, lower savings and diminished retirement confidence than non-caregivers.
Large broker-dealers and registered investment advisors have, since 2020, been developing or sticking to strategies and tactics to combat the pain of intense, short-term market volatility
Centaurus Financial touts its independence as a key selling point at a time when many firms are being swallowed up.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
