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UBS has welcomed Victoria Grace Vysotina to its International Office in New York, enhancing its team with her extensive 28 years of experience in the U.S. financial industry. Previously with Morgan Stanley, she has also worked at notable firms like Merrill Lynch and Credit Suisse, specializing in risk and portfolio management as well as alternative investments. Vysotina holds a Ph.D. in Mathematics from Emory University, bringing valuable expertise to assist clients in achieving their financial goals.
Wells Fargo Advisors has successfully recruited two teams from UBS Wealth Management in New Jersey, managing a combined $625 million in assets. The larger team, now known as Bergen County Wealth Management, includes Stephen R. Laddy and John K. Serocke, who previously managed $354 million and generated $3.65 million in annual revenue. Additionally, veteran advisor Thomas Bishop and his team, managing $270 million, have also joined Wells, reflecting a trend of advisor movement amid changes in compensation structures at UBS.
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21:49 22.01.2025
wells fargo acquires two teams from ubs managing 625 million in assets
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