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Ten advisors managing $2.85 billion join UBS in Washington, D.C.

Ten advisors managing $2.85 billion join UBS in Washington, D.C.
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UBS Private Wealth Management hires $500 million financial advisor team in Washington, D.C.

UBS Private Wealth Management hires $500 million financial advisor team in Washington, D.C.
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UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team

Press release content from Business Wire. The AP news staff was not involved in its creation.
UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team
December 21, 2020 GMT
PHILADELPHIA (BUSINESS WIRE) Dec 21, 2020
UBS Private Wealth Management (PWM) today announced that Private Wealth Advisors Scott Belveal and Adam Lambert will be joining UBS. The team manages approximately USD 1.7 billion in client assets.
Scott and Adam will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Philadelphia office, reporting to Branch Manager Brendan Graham.
“I’m delighted that these two, productive advisors are joining our growing Northeast market,” said John Mathews, Head of UHNW and PWM Americas at UBS Global Wealth Management. “We believe we have the strongest platform for Private Wealth Advisors in the Americas, and with our suite of Ultra-High Net Worth capabilities, advisors like Scott and Adam ....

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