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...
Source: apnews.com