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Our Lady of Lourdes School first grade teacher Cheryl Valdahl was honored on Thursday with the St. Elizabeth Ann Seton Award, given to outstanding Catholic educators.
UBS added two teams from Merrill: a trio overseeing $875 million in San Jose, California, and a team with almost $1 billion in New York.
The team, led by financial advisor Ting O'Connor, left because they were unhappy with Merrill's culture and wanted better working conditions for their support staff, a recruiter said.
Ting O’Connor joined UBS’ private wealth management unit in San Jose, Calif. She had been with Merrill Lynch for 22 years, according to BrokerCheck, a public…
... | May 15, 2023