Anibal Drelichman and his team, including Fatema Sarker, have joined UBS in Philadelphia D.C. Wealth Management Market. Drelichman has over 30 years of experience in wealth management and has worked at firms such as American Express, Morgan Stanley, and Citi.
Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management, believes that Drelichman's expertise with high and ultra-high net worth clients will benefit UBS in the region.
Greg LaFreniere, a wealth manager with over two decades of experience at Edward Jones, has become a partner at Kingsview Partners. LaFreniere manages $200 million in assets under management and is based in Iron Mountain, Michigan. He was inspired by mentors who emphasized the importance of saving for retirement and aims to help clients achieve their financial goals through investing.