Brokers Matthew Leone, Kevin Heck and Emily Barbe, who joined UBS from Merrill on Thursday, managed $890 million in client assets, according to a source familiar with the practice.
Jake Martin has covered Wall Street and the wealth management industry since 2018 and has worked as a reporter since 2014. He was previously with Citywire USA, where he focused on the registered investment advisory space. He got his start covering government, education and the occasional “Florida man” story for The St. Augustine Record. Follow him on Twitter @donthateitsjake to keep up on the latest industry news.