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UBS Launches Financial Planning, Investment Unit

Tom Burroughes Group Editor London January 7, 2011

UBS Launches Financial Planning, Investment Unit

UBS has recently launched a financial planning and investment management unit in the US bearing the name Sailfish Wealth Management Group, media reports said.

The Swiss banking unit's website said that the unit comprises a five-person team: Michael Dadko, certified financial planner and vice president – investments; Diane Dadko, CFP, client service associate; Apil Grace Pearson, trade and processing specialist, Lee Boughner, CFP, senior vice president, investments and Barbara Meinzinger, senior client service associate.

Sailfish Wealth Management Group specializes in estate planning, financial planning, and investment management. The operation is based in Stuart, Florida.

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