Who's Moving Where In Wealth Management? – UBS, Cetera, Others

Editorial Staff

22 April 2026

UBS
UBS has appointed former Deutsche Bank figure Brad Gillin as a financial advisor; he joins the UBS Manhattan Market at the end of his notice period.

Gillin joins a team led by market executive Kellie Brady, and reports to senior market director Tom Conigatti.

At Deutsche Bank Wealth Management, Gillin was most recently a director in the firm’s New York City office. He began his career at Deutsche Bank in 2006 as a client associate.

At UBS, Gillin will advise ultra-high net worth families and financial professionals. The move means he joins the Baum Investment Group, a private wealth management team at UBS that manages portfolios for ultra-high net worth families, business owners, foundations and trusts. The team is led by Jamie Baum, MD and private wealth advisor, who joined UBS in 2010 from Deutsche Bank and has more than three decades of industry experience.

Cetera
Cetera has welcomed Bob Bolebruch, a Long Island-based independent financial advisor with more than 40 years of experience. Bolebruch joins Cetera through North Ridge Wealth Planning.

Along with Bolebruch, financial advisor Steve Sherman joins Cetera and North Ridge, with their team overseeing about $380 million in assets. Bolebruch and Sherman spent almost two decades with American Portfolios, acquired by Osaic in 2022.

Raymond James
Financial advisors Jeffrey and Madison Gore have joined the independent advisor channel of Raymond James. They arrive from LPL Financial, where they had looked after more than $225 million in client assets. Gore Financial management is based in Centennial, Colorado; the team is joined by administrative assistant Bao Lu.