Michael Bulhack, Mario Ponczek, Douglas Ponczek

Adviser/team AUM: $423,000,000

Gross annual production/TTM: $1,600,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining UBS Financial Services
Adviser(s) location

Aventura, FL

Date announced November 06, 2012
Transition date November 02, 2012

Latest Moves to UBS Financial Services

Adviser(s) Date announced
John L. GreeneDecember 22, 2014
Charles D. DayDecember 12, 2014
James E. HulburdNovember 21, 2014

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.