People Moves
UBS WM Americas Adds Manager, Two Advisor Teams With $333 Million AuM
UBS Wealth Management Americas has added a manager and four financial advisors, between them managing some $333 million of client assets.
Jon Ramey has joined the Swiss bank from Morgan Stanley Smith Barney. He joined Smith Barney in 1999, and spent a decade there until it was spun off into the joint venture between Citigroup and Morgan Stanley in June 2009.
At UBS he takes up the role of Dayton complex manager, overseeing two brokerage offices located in Dayton and Centerville, Ohio. He reports to Pete Kaldis, regional director for the MidAmerica region - encompassing Ohio and Western Pennsylvania.
Meanwhile, Michael Monatlik and Leor Tzour have joined UBS' Beverly Hills, California office. Both join from Bank of America’s Merrill Lynch. The pair manage $183 million in assets, with twelve-month trail commission of $1.2 million. They report to David Bigler.
John Sullivan and Scott Sorenson have joined UBS in San Francisco, California from Jeffries. The duo have assets under management of $150 million and twelve-month trail commission of $1.1 million. They report to Wendi Eckardt.
