Morgan Stanley advisers managing $1.4 billion move to UBS
Two soloists and a team make the switch in Northern California.
Jordan Gersch, Doug Brady, Michael Grant Matthews and Amy Oliver, who collectively managed $1.4 billion at Morgan Stanley, have joined UBS offices in Northern California.
Gersch, who spent 11 years at Morgan Stanley, is based in the firm’s San Francisco office. Brady, a 26-year veteran of the firm, is based in the Los Gatos office of UBS; and Matthews and Oliver, who formed at team in 2009, are based in Menlo Park, UBS said in a press release Friday.
[More: After Wealthfront, UBS dusts off plan to stress banking, tech and productivity]
NASAA leader puts nontraded REITs, adviser fees, Reg BI at top of agenda
Learn more about reprints and licensing for this article.
