What changed

UBS managing director since 2005; moved with the eight-person Shafer Block Wealth Management team to NewEdge Wealth's new Wayzata, MN office.

Reported / discovered

Sep 15, 2026

Effective

Not reported

New role

Managing Director

Previous role

Not reported

Market

Wayzata, MN

Reported book

$1.3B

Reported team size

8 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.