UBS AG’s Wealth Management Americas has expanded its adviser force in New York, with the appointment of three new advisers from Morgan Stanley Wealth Management.
Gregory Couch, William Couch and Eric DeLaGarza served at Morgan Stanley Smith Barney for a combined 38 years as partners for the Couch Group, where they managed US$430 million in combined client assets and combined annual revenue production of US$2.1 million.
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All three advisers had been with Citigroup’s Smith Barney before joining Morgan Stanley Wealth Management in 2009 after Smith Barney merged with Morgan Stanley’s wealth unit to create the US brokerage.
The advisers, together known as The Couch Group, opened a new office for UBS in Watertown, New York, where they are based.
Daniel Long, branch manager of UBS Wealth Management in Syracuse, also will serve as branch manager at the new Watertown office.
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