கிறிஸ்டி ஃபிட்ஸ்‌ஜெரல்ட் News Today : Breaking News, Live Updates & Top Stories | Vimarsana

$300 Million UBS Team Joins Pallas Capital Advisors News provided by Share this article Share this article BRAINTREE, Mass., May 14, 2021 /PRNewswire/  Pallas Capital Advisors, LLC ( Pallas Capital ) is pleased to announce today that a four-person team, led by Mr. Joseph A. Cullen, CFP®, joined the growing team of experienced wealth advisors at the firm. Mr. Cullen will be making the transition with all three team members from his previous firm – Ms. Shannon Smith, CFP®, AWMA ®, Ms. Ali Laflamme, and Mr. Ryner Gorowsky.  Mr. Cullen, who manages over $300 million, brings with him over twenty years of industry experience, most recently as a Financial Advisor at UBS.  During his time at UBS, Mr. Cullen founded and built

Josepha cullenShannon smithAdam dechristopherRichard mullenDavid canterChristie fitzgeraldGreg boyleRyner gorowskyAli laflammeCharles evangelakosFidelity investmentsFidelity brokerage servicesMarketing business developmentCullen wealth management groupFamily office segment at fidelity institutionalNational financial services