Five veteran advisers who collectively managed $1.3 billion at Merrill Lynch have joined UBS Wealth Management in New York City and Paramus, New Jersey.
Peter E. Murray, David W. Peeler and Andrew V. DiPaola will be based at the firm’s office at 299 Park Avenue, and Gregory J. Amerkanian and Michael C. Gogliormella will be based in Paramus, the firm said in a press release Wednesday.
Murray spent the last 24 years at Merrill; Peeler, 11 years; DiPaola, 13 years; Amerkanian, 29 years; and Gogliormella, 19 years.
Quarterly analysis of retirement accounts highlights positive behavior.
Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
“We think this happened because of Anderson’s age and that he was possibly leaving,” said the advisor’s attorney.
The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
