HighTower, UBS Veteran Join in New York Partnership
MK Wealth Management’s principal, Mark Kravietz, is a longtime veteran of the financial services sector, most recently at UBS Financial Services.
Morgan Stanley Vet Scouts HighTower FA, Joins His Firm Instead
HighTower announced Wednesday that it had added former Morgan Stanley senior vice president and branch manager Thomas New to Kelly Wealth Management in Baltimore.
HighTower’s Pagnato-Karp Group Lands Former Merrill Lynch Advisor
The advisor-owned financial services firm announced on Thursday that David Nelson has joined its Pagnato-Karp Group.
Recruiting Activity Gathering Steam As FAs Embrace Wide Range of Options
Many brokers continued to move between the wirehouses in the late summer and early fall.
4 Merrill Teams Go Indie With More Than $1B
The breakaway brokers join HighTower and Dynasty Financial in the West.
HighTower Grabs $1 Billion Credit Suisse Team
Matt Dillig and Ted Bowen had worked for Credit Suisse since 2008 and previously were part of Merrill Lynch’s Private Banking and Investment Group.
MSSB Loses $600 Million Lerner Group to HighTower
This is the seventh new advisor team in 2012 to join the Chicago-based financial services firm run by CEO Elliot Weissbluth.
HighTower Adds Ex-UBS Team; Baird Grabs Merrill, Morgan FAs
The former UBS team should go independent with about $330 million in assets, while the advisors joining Baird could bring about $460 million in AUM and $3.2 million in yearly fees and commissions.
Another Breakaway Merrill Advisor Heads to HighTower
Mike Papedis of HighTower’s business development unit says the addition of Charles Holt to the Pagnato-Karp Group shows how compelling the RIA business model is to individual advisors.
Billion-Dollar Merrill Private Banking Team Joins HighTower
The $1 billion Merrill Lynch private banking team joined Chicago-based RIA HighTower’s New York office on Friday.