Kieran J. Lynch, John Inserra, Craig Kaufman and Craig’s father, Joel, were producing $3.6 million in annual fees and commissions at UBS and managed around $550 million, according to a person familiar with their practice. Lynch, Inserra and the younger Kaufman are managing directors, First Republic said, while Joel Kaufman is a vice president.
Source: $3.6 Million UBS Team Joins First Republic in New Jersey – AdvisorHub