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
Deborah R. Johnston, Erica Frantz, Beth Peterson, Hannah MasonJuly 18, 2017
Jackie Kunkel, Don KunkelJuly 12, 2017
Brian Meulebrouck, George AndresJuly 12, 2017

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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