bank
UBS Wealth Management USA
In PWD coverage since August 19, 2026 · 7 stories
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
John Pham
Sep 25 · team liftout
Arrivals
None tracked.
Departures
The Vazquez-Monasterio Team
Sep 10 · to Merrill Lynch
Deal recordFull tracker →
Aug 6, 26Deal closedTerance A.O. Takyi · $5.6M
PWD coverage
move
A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio
Jeffrey Cullman and Bruce Holt join a Dublin, Ohio practice that held $2.5 billion as of December, while the hiring report cites their team at both $1.3 billion and $1 billion.