Jordan Gersch, Doug Brady, Michael Grant Matthews and Amy Oliver, who collectively managed $1.4 billion at Morgan Stanley, have joined UBS offices in Northern California.
Gersch, who spent 11 years at Morgan Stanley, is based in the firm’s San Francisco office. Brady, a 26-year veteran of the firm, is based in the Los Gatos office of UBS; and Matthews and Oliver, who formed at team in 2009, are based in Menlo Park, UBS said in a press release Friday.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
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