People Moves
UBS Wealth Management Americas Recruits Former Merrill Team In Texas
Financial advisors Jason Taraszki and Jay Arbetter have joined UBS Wealth Management Americas at the firm’s North Dallas Office in Addison, TX.
Financial advisors Jason Taraszki and Jay Arbetter have joined UBS Wealth Management Americas at the firm’s North Dallas office in Addison, TX.
Taraszki and Arbetter have $100 million and $175 million in assets under management, respectively, and report to Chris Gerrish, managing director.
They join UBS along with Victoria Stoker, senior registered client service associate, and CSA Amanda Edwards. All four are latterly of Merrill Lynch and specialize in private portfolio asset management and family consulting.
Arbetter joined Merrill in 1985, while Taraszki started at that firm in 2000.
