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UBS Team Generating $4.8M Jumps to Rockefeller  

Friday, Sep 29 2023
News Roundup
Written by  PFA News

A UBS Wealth Management USA team that brought in $4.8 million in annual revenue has decamped for Rockefeller Capital Management, per a source familiar with the situation. So reports AdvisorHub.

UBSHeaded by longtime advisors Michael “Chad” Pearson, Donis M. Smith and William Paul Patterson, the unit known as Decision Point Wealth Consulting reportedly looked after $600 million in client assets in North Carolina.

Bringing their support staff of Riley Stephenson, Jillian Dempsey and Courtenay Bickler with them, they will report to the director of Rockefeller’s Southeast division, Kristen Sario.

Read the full article from AdvisorHub.

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