People Moves
UBS Hires Senior Wealth Management VP With $327 Million in AuM From Merrill
Courtney Liddy has join UBS’ San Diego, CA, office, as a senior vice president of wealth management with $326,900,000 in assets under management.
Courtney Liddy has joined UBS’ San Diego, CA, office as a senior vice president of wealth management with some $327 million in assets under management.
Liddy was named a Barron’s top 100 women nationally in 2011 and 2012, UBS said.
She reports to branch manager Scott Hollaender and joins from Bank of America Merrill Lynch. Her team comprises: Bill Garber, senior registered client services associate; Maggie Sangalang, registered client service associate; and Josh Stein, registered client service associate.
Courtney has been providing financial and wealth management services to high net worth clients for some 20 year, UBS said.
The news of the move comes after earlier this week financial advisors Jason Taraszki and Jay Arbetter joined UBS Wealth Management Americas at the firm’s North Dallas office in Addison, TX.
