UBS said this week that it's added two teams from Merrill: a trio overseeing $875 million in San Jose, California, and a team with almost $1 billion in AUM in Garden City, New York.
San Jose-based O’Connor & Associates is led by Ting O’Connor, who will be a managing director at UBS Private Wealth Management. O’Connor has 23 years of experience and had been affiliated with Merrill since 2001, according to her BrokerCheck report.
She’s joined in the move by two staffers, senior wealth strategy associate Jenny Brummer and client service associate Erica Soriano.
Garden City-based Cuneo Denihan & Associates is led by Paul L. Cuneo, who will be a managing director and financial advisor at UBS Wealth Management. Cuneo has 36 years of experience and had been affiliated with Merrill since 1987, according to his BrokerCheck report.
The members of his team are advisor Tim Denihan and client service associates Melissa Poyer and Patrick Lively.
Series A funding from Portage, Bain Capital, and other investors will fuel data tools designed to speed advisor transitions and cut onboarding delays across wealth firms.
The Minneapolis-based RIA aggregator is adding two North Carolina practices managing nearly $1 billion, pushing its total client assets past $158.2 billion.
As markets disintegrate, the value of on-the-ground, first-hand research through "intimate knowledge acquisition" is skyrocketing.
Deal brings 10 advisors and deeper family office reach to Austin market.
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