People Moves
Advisor Team Switches To Ameriprise From UBS - Report
The four-person team is based in Dallas, Texas.
A team of four advisors who managed $314 million at UBS in Dallas, Texas, has reportedly joined the employee channel of Ameriprise Financial.
The team is headed by George Vilfordi III and includes his sons Aaron, Alex and Adam, a report by InvestmentNews said. The elder Mr Vilfordi joined UBS in 2009 after 29 years at Merrill Lynch. His sons joined him at UBS over the past 10 years, it said.
Family Wealth Report has contacted Ameriprise and may update in due course.
On January 30, New York-listed Ameriprise reported fourth quarter 2018 net income of $539 million, or $3.76 per diluted share. Adjusted operating earnings rose by 12 per cent to $544 million.
