People Moves
UBS Wealth Management Americas Makes Slew Of Hires

UBS Wealth Management Americas
has recruited eight groups, as well as a string of
individual financial
advisors, bolstering nine of its offices nationwide and marking
its
second hiring spree of the month.
The Baldwin, Naples and Associates group – formerly of Bank
of
America Merrill Lynch - is led by Margaret Baldwin in the
Newport, CA
office and Michael Naples in the Pasadena, CA office. The team
brings to
UBS a production of approximately $2.4 million and assets
under
management of over $470 million.
Baldwin joins as senior vice president and will report to Ron
Meraz,
while Naples, who also joins as senior vice president, reports to
Donald
Gorsch.
Also joining the Newport Beach office is the Reckinger Loynes
Group,
also from Merrill Lynch. The group is led by Robert Reckinger,
senior
vice president, and James Loynes, and has a production of
approximately
$1.3 million and AuM of $387 million. Reckinger and Loynes will
report
to Meraz.
Meanwhile, the Sage Group has joined the firm’s Salt Lake City,
UT
office. The team, which will report to branch manager Wendi
Eckardt,
joins from Morgan Stanley Smith Barney. The group consists of
Terri
Yeckley and Allison Smooth as senior vice presidents of
investments, as
well as Elizabeth Nielson as a financial advisor.
The Swiss firm has also added the Kuchta Curole Group to its
New
Orleans, LA branch, with a production of approximately $2.4
million and
AuM of $650 million.
The four-person team consists of Jacque Kuchta, senior vice
president
of investments, Scott Curole as a financial advisor, and Belinda
Laws
and Libby Buckland as senior registered client service
associates. They
join from Merrill Lynch and will report to branch manager Mark
Poole.
Two groups have joined the Beaumont, TX office. The PKC
Financial
Group is led by senior vice presidents of investments Mike Persia
and
Bradford Klein, while the Ohmstede-Sheridan Financial Group is
led by
Christopher Ohmstede and Jean Sheridan.
Combined, the groups bring an aggregate production of $3.8
million
and AuM of more than $600 million. The teams, which join from
Merrill
Lynch, will report to branch manager Craig Young.
Additionally, the firm has hired Marc Hagger and Ricardo Lima for
its
Dallas, TX office. Both Hagger and Lima latterly worked at
Morgan
Stanley Smith Barney and have been appointed vice president at
UBS.
Together, they bring a total production value of $1.1 million,
with
nearly $230 million in AuM.
In other moves, Bruce Smith joins the firm’s Atlanta, GA office
as
senior vice president of investments. Smith brings to the firm
a
production of approximately $1.95 million and AuM of over $100
million.
He joins from Merrill Lynch and will report to director Jerry
Johnson.
Meanwhile, UBS has ramped up its Troy, MI base, adding John
Meldrum
as senior vice president of investments. Meldrum, who joins from
Merrill
Lynch, brings with him a production of nearly $1.6 million and
AuM of
more than $119 million. He will report to director Michael
Gatewood.
Further individual appointments are that of Maria Tanzola and
Carolyn
Finer, who, as a team, join the firm’s Manasquan private
wealth
division in New Jersey as senior vice presidents of investments.
Tanzola
and Finer bring an aggregate production of approximately $1.2
million
and AuM of $180 million. The pair join from Merrill Lynch’s
private bank
and will report to area manager Chris Amo.
At the same time, Jamie Rosica and Alex DiMartini have joined
the
Melville, NY office from Morgan Stanley Smith Barney, bringing
with them
a combined production of approximately $1.2 million and AuM of
over
$119 million. Rosica and DiMartini - who both join as a senior
vice
president of investments - will report to branch manager Robert
Limmer.
The remaining appointment is that of Lucie Sabella, who joins
UBS’
Fort Lauderdale, FL office. Sabella, who is senior vice president
of
investments, brings a production of more than $1 million and AuM
of more
than $117 million. She joins with junior partner Megan MacGowan
from
Morgan Stanley Smith Barney, and will report to branch manager
Lane
Strumlauf.
In related news, the firm also added two Morgan Stanley Smith
Barney
advisory teams to its New Jersey and California offices earlier
this
month. Mario Afram, Carl Ekroth and Harish Jashanani joined the
firm’s
Paramus, NJ office, bringing a production of around $1.4 million
and AuM
of around $200 million.