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 November 02, 2012

Latest Moves to UBS Financial Services

Adviser(s) Date announced
Michael Miremadi, Christopher Heintz, Teresa UzetaMay 05, 2017
Steven Goldman, Lynn Fryckberg, Douglas Pires, Lulu Xu, Jordan CotterAugust 17, 2016
Rodney Haug, Oliver DudaJune 10, 2016

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.

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