Week's Best: UBS Recruits Merrill Lynch Advisor Team in California
UBS has recruited a former Merrill Lynch advisor team that managed $920 million in assets to its Walnut Creek, Calif., branch northeast of San Francisco. The team, consisting of advisors Darrick Walker, David Leibowitz, and Michael Muniz, produced trailing-12-month revenue of more than $5 million. They mark the latest recruiting success for Erin Borger, UBSâs Northern California market chief, who has made other noteworthy hires this year from rival wirehouses. In other wealth management stories this week: Raymond...
Source: marketwatch.com