bank
UBS Financial Services
WEEHAWKEN, NJ
CRD: 8174
In PWD coverage since August 20, 2026 · 6 stories
$916BRegulatory AUMSEC Form ADV · Aug 21
12,524EmployeesForm ADV
-39Talent net · 12 months0 in · 39 out
Talent flow · 12 monthsOn the wire →
Net -39 · 0 arrivals · 39 departures
Ed Ventrice
Aug 24 · team liftout
Arrivals
None tracked.
Departures
Advisor
Aug 24 · to FROST INVESTMENT SERVICES
Advisor
Aug 23 · to FROST INVESTMENT SERVICES
Advisor
Aug 23 · to FROST INVESTMENT SERVICES
Advisor
Aug 22 · destination pending
Advisor
Aug 22 · destination pending
Advisor
Aug 22 · destination pending
PWD coverage
Moves
Cresset pulls $4B UBS team into Boca Raton
The 16-person group, led by a pair of CPA veterans, lands with the business-owner relationships that feed Cresset's private-markets machine.