Raymond James Snags $3-Million UBS Team in Ohio – AdvisorHub

TPG Wealth Management, which managed $450 million, is led by Paul A. Corbeil, James S. Yurak and Gregory C. Box and includes client associates Amy McDonald and Matt Leamon, according to the source. The team is opening a new Raymond James office in Hudson and reports to Philip Haigis, complex manager for offices in Cleveland and Columbus, Ohio.

Source: Raymond James Snags $3-Million UBS Team in Ohio – AdvisorHub

Leader of $3.6-Billion Morgan Stanley NYC Team to Join Rockefeller – AdvisorHub

Josef Najar, who heads the 15-person Carrier Group, is expected to officially join Rockefeller after a garden leave, according to his lawyer, Jonathan S. Sack of Sack & Sack in New York. Najar’s team manages $3.6 billion in assets, according to Barron’s, which ranked the group 119 on its list of the top 250 private wealth teams this year.

Source: Leader of $3.6-Billion Morgan Stanley NYC Team to Join Rockefeller – AdvisorHub