Merrill Lynch has hired Morgan Stanley duo Andrew Cappello and Christie Roberts of the Cappello Group into Merrill's Tampa office. Together, the two advisor-team handles $377.8 million in client assets.
UBS has hired former Merrill Lynch advisors Bradley Anderson, Michael Clancy and Steven Burch in Lake Oswego, Ore.
Another Merrill Lynch team-Maria Fruciano, Connor McKinney and Matthew Zaft - has joined Morgan Stanley Smith Barney in Washington, D.C.
After three decades at M.L. Stern and Southwest Securities, Neil Hattem is taking his $253 million in AUM to Stifel Nicolaus. He will serve as a first vice president in the Stifel's Los Angeles office.
Kenneth Fortini also joins Stifel Nicolaus as a first vice president in Plymouth, Mass. His team of Ralph Labriola and Nicholas DiMenna, who helped him manage $108 million, will follow him there.
Janney Montgomery Scott has hired Chris Willett, an industry veteran with more than three decades of experience and $200 million in AUM, from Morgan Keegan.
Citi Private Bank has hired Deutsche Bank executive Steven Young as an ultra-high-net-worth private banker and managing director in New York City.
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