Alli McCartney, Miguel Hennessy, David Wardrop, Jordan Mahaffey

Adviser/team AUM $5,000,000
Firm joining UBS Financial Services
Firm leaving JPMorgan Chase & Co.
Adviser(s) location New York, NY
Date August 16, 2015

Latest Moves to UBS Financial Services

Adviser(s) Date
Robert M. Ryan, Craig A. LewisAugust 16, 2015
Jamie Schade, Mark HenestofelAugust 16, 2015
Miguel Barbosa, Alfonso Barros, Carlos Rodriguez-Aspirichaga, Juan Calderon, Ricardo MendezAugust 16, 2015

Disclaimer: All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.