UBS Wealth Management Americas has tapped a team of three financial advisors Bank of America Merrill Lynch’s Private Banking and Investment Group who managed over $1.3bn in assets under management.
The team includes Melissa Corrado-Harrison, Greg Richardson and Ronald Kemp. They will join UBS’ Private Wealth Management unit in Denver.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Corrado-Harrison had started her financial services career at Merrill Lynch, having joined the firm in 1992, while Richardson joined Merrill Lynch in 2000 and began his career at Norwest Investment Services in 192. Kemp joined Merrill Lynch in 1997.
At Bank of America Merrill Lynch, they generated about $7.8m in annual revenues.
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
