Merrill Lynch trio managing $890 million moves to UBS

Matthew T. Leone, Kevin M. Heck and Emily Barbe, who managed $890 million at Merrill Lynch in New York City, have joined UBS.

Also making the move in midtown Manhattan are the team’s three client associates.

All three advisers had long careers at Merrill Lynch, with Leone and Heck starting there in 2004 and Barbe in 2012.

How proposed IRA legislation could affect your clients

The post Merrill Lynch trio managing $890 million moves to UBS appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
%d bloggers like this: