UBS Private Wealth Management has welcomed the financial advisor team AMD Wealth Partners, led by Ary Velasco, Michael von Borsig, and David Cardenas, to its Miami office. The team, with nearly 80 years of combined experience, previously managed over $1.4 billion in client assets and is committed to providing personalized financial solutions. Velasco, with nearly four decades in the industry, and von Borsig, with two decades of experience, bring extensive expertise from prestigious firms, enhancing UBS's offerings in the region.
UMB Bank n.a. now holds 971 shares of Agree Realty, valued at $73,000, after acquiring 299 additional shares last quarter. Arcadia Investment Management also entered a new stake worth $75,000. Institutional investors own 97.83% of the company, which operates 2,135 properties across 49 states. UBS Group raised its price target for Agree Realty from $77.00 to $79.00, indicating a potential upside of 3.76%. The stock has a "Moderate Buy" rating, with a consensus target price of $75.73, despite a recent earnings miss.
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