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JPMorgan advisors with $5 billion in AUM join UBS

JPMorgan advisors with $5 billion in AUM join UBS
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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Richard-suss
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UBS Scores Two Multi-Billion Dollar Teams in South Florida

The trio, Doris Neyra, Melissa Van Putten-Henderson and Relationship Manager Gina Jamurath, have close ties to Miami community.  Neyra, who was with Wells Fargo for 15 years focusing on ultra-high-net worth clients in South Florida, served on the board of directors of The Commonwealth Institute from 2014-2020, and has been involved with the United Way’s Women s Leadership Council, Big Brothers Big Sisters and Alexandra’s Angels. Henderson, who started her career at UBS from 2003 to 2005, and spent eight years as a senior investment strategist for Wells Fargo, is a mentor with Women of Tomorrow and a board member of the Children’s Home Society.

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Patrick-schaffer
Los-angeles
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$5 Billion Advisor Team Joins UBS Private Wealth Management in South Florida

$5 Billion Advisor Team Joins UBS Private Wealth Management in South Florida
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Karl-ruppert
Brian-beraha
Richard-suss
Alexis-audisio

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