Two teams of financial advisors in Miami join UBS Private Wealth Management.
In separate announcements this week, UBS added a trio of female advisors from Wells Fargo Private Bank, who managed $ 1.8 billion in assets, and a team of six from JP Morgan Private Bank, with an AUM of $ 5 billion.
The trio, Doris Neyra, Melissa Van Putten-Henderson and Relationship Manager Gina Jamurath, are closely associated with the Miami community.
Nerya, who with Wells Fargo for 15 years, focused on high net worth clients, served on the Board of Directors of the Commonwealth Institute and on the Women’s Leadership Council of the United Way, Big Brothers Big Sisters and Alexandra Engel from 2014-2020. Henderson, who began her career at UBS from 2003 to 2005 and served eight years as a senior investment strategist for Wells Fargo, is a mentor at Women of Tomorrow and a board member of the Children’s Home Society.
The three advisors report to Karl Ruppert, the South Florida Complex Director for UBS Private Wealth Management.
Wells Fargo lost another team, Edward Dawson and his San Diego-based practice, to UBS in March.
The second Miami team, consultants Brian Beraha, Vicente del Rio and Horacio S. Aguirre and their three-person support staff, including Senior Wealth Strategy Associates Jared Pillar and Alexis Audisio and customer service representative Michelle Gonzalez, will also report to Ruppert and focus on wealthy families and individuals in South Florida.
“Miami continues to attract wealthy families and their business interests from the US and the rest of the world,” Ruppert said in a statement. “Our culture of collaboration across the company provides world-class solutions that set UBS apart from the competition.”
UBS also recently adopted key practices from JP Morgan. In February, the company recruited a seven-person Los Angeles team, led by Patrick Schaffer and Ryan Bristol, who managed $ 6.5 billion at JP Morgan. Last December, the AUM team in Atlanta raised $ 9 billion.