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05-04-2011 17:05 STREET MOVES: UBS Hires Complex Director, Four Brokers
Name Letzter Veränderung
UBS N 16.84 0.22 (1.32 %) 
By Brett Philbin
Of DOW JONES NEWSWIRES
NEW YORK -(Dow Jones)-
UBS Wealth Management Americas, a unit of UBS AG (UBS), recently hired Jon Ramey, a complex director, from Morgan Stanley Smith Barney and four financial
advisers [color=red]who managed a combined $333 
million in client assets[/color].
Last Thursday, Ramey joined UBS as its Dayton, Ohio, complex director, replacing Mark Pent, who was promoted to lead the firm's Pittsburgh complex. Ramey will report to Pete Kaldis, regional director for the MidAmerica region of UBS Wealth Management Americas-- which manages wealth for clients in Ohio and Western Pennsylvania.
Before joining UBS, Ramey worked at Citigroup Inc. (C) for nearly 14 years and remained at the joint venture with Morgan Stanley (MS) for more than a year, according to Financial Industry Regulatory Authority records.
Recent joiners from Bank of America Corp.'s (BAC) Merrill Lynch unit include Michael Monatlik and Leor Tzour. The team, based in UBS' Beverly Hills office, together generated $1.2 million in fees and commissions and had $183 million in assets under management. They report to David Bigler, branch manager.
Monatlik and Tzour were five-year Merrill Lynch veterans, regulatory records show.
Additionally, John Sullivan and Scott Sorenson joined UBS in San Francisco from Jefferies Group Inc. (JEF). The team, which reports to Branch Manager Wendi Eckardt, had $1.1 million in annual production and managed $150 million in client assets.
Sullivan and Sorenson worked at Jefferies for more than three years, according to Finra records.
A Morgan Stanley spokeswoman confirmed Ramey had left the firm, but declined further comment. Merrill Lynch and Jefferies didn't immediately respond to requests for comment.
(STREET MOVES chronicles the migration of executives on Wall Street, with a particular emphasis on financial advisers with more than $1 million in annual production and who manage more than $100 million in client assets.)
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