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$300 Million UBS Team Joins Pallas Capital Advisors News provided by Share this article Share this article BRAINTREE, Mass., May 14, 2021 /PRNewswire/ Pallas Capital Advisors, LLC ( Pallas Capital ) is pleased to announce today that a four-person team, led by Mr. Joseph A. Cullen, CFP®, joined the growing team of experienced wealth advisors at the firm. Mr. Cullen will be making the transition with all three team members from his previous firm – Ms. Shannon Smith, CFP®, AWMA ®, Ms. Ali Laflamme, and Mr. Ryner Gorowsky. Mr. Cullen, who manages over $300 million, brings with him over twenty years of industry experience, most recently as a Financial Advisor at UBS. During his time at UBS, Mr. Cullen founded and built ....
The mergers, acquisitions and deals you may have missed the week of May 10, 2021. Several deals hit the wire this week. Canadian serial RIA acquirer CI Financial announced that it entered the San Diego market, adding Dowling & Yahnke, an RIA with $5.6 billion in assets under management, to its portfolio. An LPL Financial office of supervisory jurisdiction with $3 billion in AUM acquired U.S. Financial Advisors in Braintree, Mass. The firm manages about $750 million in client assets. Another Canadian firm that’s been building out its U.S. arm, RBC Wealth Management, picked up a firm in Princeton, N.J., that managed $1.6 billion in AUM and consulted over $5 billion in retirement plan assets, endowments and foundations at UBS Wealth Management USA. ....