People Moves

United Capital Takes On Trio From New York Advisory Firm

Eliane Chavagnon 26 January 2012

United Capital Takes On Trio From New York Advisory Firm

The fee-based advisory network United Capital Financial Advisers has brought in a team from New York-based Harold C Brown & Co, to join as managing directors.

Based within the firm’s Buffalo office in New York, Peter Grogan, Will Kelly and Mimi Schanzlin will operate under the United Capital name going forward, the firm said in a statement.    

The trio will bring to the firm about $240 million in assets under advisement, as well as approximately 350 family relationships.

Additionally, Grogan, Kelly and Schanzlin, who are all certified financial planners, will be accompanied by their client services team - which they expect to expand over the next year - as part of their move to United Capital.

United Capital has a total of 36 offices across the US. 

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes