UBS Wealth Management Americas has reportedly hired a team of two financial advisers from Bank of America Merrill Lynch.
The newly hired financial advisers Jay Arbetter and Jason Taraszki will be based in one of the firm’s Texas offices, according to Reuters.
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Arbetter and Taraszki managed US$275 million in client assets and had annual revenue production of US$2.04 million at their previous firm, the Reuter’s report added.
Arbetter was associated with Bank of America Merrill Lynch for last 28 years, while Taraszki worked at the firm for 13 years.
Victoria Stoker and Amanda Edwards, client service associates at Bank of America Merrill Lynch, also joined the UBS team.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
