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Team managing $750 million at Merrill Lynch moves to UBS

team

The four-person, two-adviser unit will partner with an existing group at UBS Private Wealth Management in Kenwood, Ohio.

A two-adviser team managing $750 million at Merrill Lynch has joined an existing team at UBS Private Wealth Management in Kenwood, Ohio.

Casey Marsh and Austin Poston will be joined in their move by Michelle Thomas, their team administrator, and associate Ashley Monk.

[More: UBS adviser count dips as wealth management results roar]

Global investors heading for ESG ETFs

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