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ubs wealth management team joins morgan stanley in new york city

A UBS Wealth Management USA team, the Gottlieb Rose Group, has transitioned to Morgan Stanley Private Wealth in New York City, bringing $10 million in annual revenue and managing $1 billion in assets. Led by Rachel E. Gottlieb and William J. Rose, the team specializes in serving clients in sports and entertainment. This move follows a trend of broker attrition at UBS, which has seen several teams depart recently.
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United States Dollar Morgan Stanley Stifel Financial Corp. LPL Financial Holdings Inc. MERRILL LYNCH MLCX SX6L INDEX USA William J. Rose Show more
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23:13 31.03.2025
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