This publication brings more news of moves and appointments in the wealth management sector across North America.

UBS Private Wealth Management in the US has appointed a new team from Merrill Lynch’s private banking and investment group, residing in the newly expanded office in Denver, CO.

The joiners are Melissa Corrado-Harrison, Greg Richardson and Ronald Kemp. The team brings $1.322 billion in assets under management between them, UBS said in a statement yesterday.

Corrado-Harrison, managing director, has worked with ultra high net worth clients since 1992, starting her career at the Family High Net Worth Planning division at Merrill Lynch. In 2001, she became a private wealth advisor in the PBIG team at Merrill Lynch.

Within the team,  Corrado-Harrison directs the team’s portfolio management activities, liquidity-event and IPO planning strategies, and help clients focus on estate planning issues and work with their advisors in developing their estate plan.

Greg Richardson began his career in 1992 at Northwest Bank (now Wells Fargo), where he built, implemented, and managed fixed income portfolios for affluent families and large institutions within the Private Client Group. In 2000, Greg joined Merrill Lynch, where he has continued his focus in serving ultra-high-net worth clients. He is the primary fixed income strategist for the team, directing the portfolio construction and management of all client bond portfolios. 

Ronald Kemp focuses on advising high-net worth clients in total portfolio guidance, which includes portfolio and risk management, concentrated stock/option management, alternative investments, and ongoing asset allocation strategies. Kemp began his career in the financial industry in 1986.