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Digital Capital Daily
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Friday, October 2, 2026The Morning Brief →Sign in
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Tony Reilly

In PWD coverage since September 30, 2026 · 3 stories
PWD coverage
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Cullman/Holt Group moves $1.3 billion from UBS to Wells Fargo's FiNet affiliate Ascend

The seven-person group joins Ascend Advisory Group, which manages more than $2.5 billion in Dublin, Ohio.
Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
Moves · Sep 30UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet
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