asset manager
UBS Asset Management
In PWD coverage since August 19, 2026 · 2 stories
-31Talent net · 12 months4 in · 35 out
Talent flow · 12 monthsOn the wire →
Net -31 · 4 arrivals · 35 departures
Tom O'Shea
Sep 15 · exec change
Arrivals
Caitlin Alcon
Sep 4 · from Morgan Stanley
John Hall
Sep 4 · from Merrill Lynch
Ben Firestein
Sep 4 · from Morgan Stanley
Lisa Golia
Sep 4 · from UBS
Departures
James Shafer
Sep 15 · to NewEdge Wealth
Advisor
Sep 14 · destination pending
Advisor
Sep 14 · destination pending
Advisor
Sep 14 · destination pending
Advisor
Sep 14 · destination pending
Advisor
Sep 14 · destination pending
PWD coverage
capital
UBS hands its U.S. consultant book to a career fundraiser
The succession puts a distribution specialist in a seat where allocator patience, not asset selection, is the binding constraint.