People Moves
Who's Moving Where In Wealth Management? - UBS
The latest moves in wealth management across North America.
UBS
UBS has hired a new
high net worth focused team called Frederickson Capital
Management based in San Jose, California. The team joins the
firm from Wells Fargo Advisors.
The team consists of team leader Brad Frederickson, his son Jeff Frederickson, Rhett Hall and Tricia Flanagan. They oversee $3.2 million in production and $400 million in assets under management. The team will report to San Jose branch manager, Eric Weider.
Brad Frederickson is a managing director and senior portfolio manager with over 30 years of experience in private wealth management. Jeff Frederickson is an account vice president and a fourth generation financial advisor. He joined Frederickson Capital Management of Wells Fargo Advisors in 2014.
Hall is a senior wealth strategy associate with 15 years of Wealth Management experience. Flanagan is a senior client service associate and has been with Wells Fargo and Frederickson Capital Management for over 15 years.
