UBS Wealth Management Americas has hired two financial advisors from Bank of America Merrill Lynch and Morgan Stanley Smith Barney.
In Newport Beach, Calif., Jesse Rodriguez joins as a senior vice president from Merrill Lynch. Rodriguez previously had $1.4 million in annual fees and commissions and $139.1 million in client assets under management. Rodriguez reports to branch manager Ron Meraz.
In Boulder, Colo., Arthur Polner joins as senior vice president of investments and senior portfolio manager from Morgan Stanley Smith Barney. Polner previously had $1.1 million in annual fees and commissions and $203.1 million in client assets under management. Polner reports to branch manager Peter Ford.
The new hires come after UBS also hired a Morgan Stanley Private Wealth Management team earlier this month in Chicago.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access