People Moves

Merrill Lynch Wealth Management Made Nine Hires In March

Eliane Chavagnon Editor - Family Wealth Report 19 April 2016

Merrill Lynch Wealth Management Made Nine Hires In March

Merrill Lynch Wealth Management made nine hires in five states last month, recruiting from Morgan Stanley and UBS.

Merrill Lynch Wealth Management made a total of nine hires last month, spanning New York to California.

In Jericho, Long Island, John Gatto, Kenneth Gatto and Matthew Hughes joined from Morgan Stanley. The Gatto Hughes Group had $675 million in AuM at their former firm.

In Manhattan, NY, Mark Karstaedt also joined from Morgan Stanley, where he had $147 million in assets.

Meanwhile in Pasadena, CA, Scott Uffelman joined from Morgan Stanley too, where he had $185 million in client assets.

In Plano, TX, Mark French and Kevin Parrill moved over from UBS, where they had around $239 million in AuM.

And lastly, Kirsten Tuzzo and Blaine Minton joined from Morgan Stanley in Boca Raton, FL, where their total AuM was $287 million.

The firm noted that not all financial advisor hires last month have been announced.

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