Duo managing $350 million at UBS move to RBC
« Return to News
Samuel Martello and Brian Sullivan, who together managed $350 million at UBS in Cleveland, have moved to RBC Wealth Management.
Martello, who had been with UBS since 2006, started his career at McDonald & Co. in 1986. Sullivan, who also joined UBS in 2006, has been an adviser since 1994.
[More: UBS Wealth picks ex-NFL player to lead athlete segment]
The post Duo managing $350 million at UBS move to RBC appeared first on InvestmentNews.
Have any Questions?
We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month
Contact UsSubscribe to our mailing list.
© 2025 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company