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Wednesday, August 26, 2026The Morning Brief →Sign in
bank

UBS Financial Services

WEEHAWKEN, NJ
CRD: 8174
In PWD coverage since August 20, 2026 · 7 stories
$916BRegulatory AUMSEC Form ADV · Aug 21
12,524EmployeesForm ADV
-38Talent net · 12 months0 in · 38 out
Talent flow · 12 monthsOn the wire →
Net -38 · 0 arrivals · 38 departures
Advisor
Aug 25 · team liftout
Ed Ventrice
Aug 24 · team liftout
Arrivals
None tracked.
Departures
Michael Bober
Aug 25 · to Cresset Capital Management
Michael Bober
Aug 24 · to Cresset
Advisor
Aug 24 · to FROST INVESTMENT SERVICES
Advisor
Aug 23 · to FROST INVESTMENT SERVICES
Advisor
Aug 23 · to FROST INVESTMENT SERVICES
Advisor
Aug 22 · destination pending
PWD coverage
Moves

Cresset's Boca Raton liftout is a CPA template with $4 billion attached

A 16-person UBS team with two CPA-trained principals shows what pulls wirehouse teams into the independent channel: family-office structure, ahead of payout.
Moves · Aug 25Cresset pulls $4B UBS team into Boca Raton
Features · Aug 23FiNet's bank-team raid redraws the independent channel
Moves · Aug 21FiNet wins back a UBS team and adds an Ameriprise practice
advisor_note · Aug 21Schwab keeps the small accounts. Edward Jones buys in.
Moves · Aug 21LPL and Raymond James land $590M in advisor moves
Moves · Aug 20Raymond James lands $400M UBS veteran in Glens Falls
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