Wells Fargo Takes Four Advisors Managing More Than $450M in Assets From UBS, Morgan Stanley | On Wall Street

Wells Fargo Reels in 4 Advisors With $450M in AssetsBY: ANDREW WELSCHSOURCEMEDIAWEDNESDAY, JUNE 18, 2014 PRINT EMAIL REPRINTSinShare Wells Fargo poached four advisors managing more than $450 million in client assets from rivals UBS and Morgan Stanley.Father-and-son advisors Alan and Charles Glick and their assistant, Pearl Beria, left Morgan Stanley to join Wells Fargo’s Westwood, Calif. Office. There they will report to complex manager Paul Vannuki. The Glicks managed more than $242 million in assets while at Morgan.Senior team member Alan Glick has more than four decades of industry experience. He started his career at Hornblower and Weeks in 1973 and moved to Lehman Brothers in 1979, according to FINRA records. He left Lehman in 1993 to join Citigroup. He went with Morgan in 2009, and his son came on board a year later.

via Wells Fargo Takes Four Advisors Managing More Than $450M in Assets From UBS, Morgan Stanley | On Wall Street.

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