{
Taylor Morton

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cresset advisory team joins ubs managing 880 million in client assets

A four-person advisory team from Cresset, managing approximately $880 million in client assets, has transitioned to UBS after nearly five years with the independent RIA. The team, which includes advisors Peter Sherlock, Gus Spaulding, and Chase Rodawig, along with senior wealth strategist Taylor Morton, generated around $4.5 million in annual revenue at Cresset. They will now report to UBS executives Mitch Markley and Bruce Dillard at the Denver tech center.
RIA
Taylor Morton Gus Spaulding Chase Rodawig Peter Sherlock Show more
Business & Industry, News Article
17:25 20.02.2025

ubs attracts cresset team in colorado boosting wealth management strategy

A team generating $4.5 million in annual revenue at Cresset Capital has joined UBS Wealth Management USA, returning to a larger firm after managing $880 million in client assets. Led by Peter C. Sherlock, Gus B. Spaulding, and Chase A. Rodawig, the team will operate from UBS’s Denver Tech office. This move aligns with UBS's strategy to enhance profit margins amid a broader restructuring of its U.S. operations.
AdvisorHub
United States Dollar UBS Group AG J.P. Morgan Access Multi-Strategy Fund II FUND USA Taylor Morton Bruce Dillard Eric Beckerman Sergio Ermotti Show more
Business & Industry, News Article
17:57 19.02.2025
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