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$700 Million Advisor Team Joins UBS in Hartford, Connecticut
Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Very Positive)
Tags
Rhea-AI Summary
UBS Wealth Management USA: The Keating Group, a four-person advisor team, joins the firm, bringing approximately $700 million in client assets. Led by Maureen Keating, Michael DeCorleto, and Matthew Marques, the team focuses on high-net-worth individuals and families. They will be located in the Hartford office at One State Street, managed by William Cholawa and Andrew Babiak. The team's legacy dates back over 60 years, and they have been recognized on industry accolade lists, including the 2023 Forbes Best-in-State Wealth Management Teams list for Connecticut.
Positive
The addition of The Keating Group enhances UBS Wealth Management's capabilities in serving high-net-worth clients.
The team's long-standing legacy and recognition in industry accolade lists demonstrate their expertise and client focus.
The team's ability to manage approximately $700 million in client assets showcases their strong financial planning foundation.
Negative
None.
HARTFORD, Conn.--(BUSINESS WIRE)--
UBS Wealth Management USA today announced that a four-person advisor team, The Keating group, has joined the firm. The team is led by Financial Advisors Maureen Keating, Michael DeCorleto and Matthew Marques, and also includes Wealth Management Associate Matthew Mardirosian. Together, they manage approximately $700 million in client assets for high-net-worth individuals and families.
The Keating Group joins the UBS Greater New England Market and will be located in the Hartford office at One State Street, which is managed by William Cholawa and Andrew Babiak.
“These advisors have built a strong, hardworking team centered around putting their clients first while maintaining a professional and familial culture, and we look forward to helping them continue to grow at UBS,“ said William Cholawa, Greater New England Market Executive for UBS Wealth Management USA. “We believe we have the strongest platform for Financial Advisors, and with our suite of High-Net-Worth capabilities, advisors like Maureen, Matt, and Mike will be able to deliver the full power of the firm to their clients.”
The team’s legacy dates back over 60 years, when Maureen’s father Ed Keating first began his career as a financial advisor at Merrill Lynch. As the industry evolved and the team grew, its client focus and financial-planning foundation earned recognition on industry accolade list, including most recently being named to the 2023 Forbes Best-in-State Wealth Management Teams list for Connecticut.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
The Keating Group, a four-person advisor team, led by Maureen Keating, Michael DeCorleto, and Matthew Marques, along with Wealth Management Associate Matthew Mardirosian.
Where will The Keating Group be located?
They will be located in the Hartford office at One State Street, managed by William Cholawa and Andrew Babiak.
What recognition has The Keating Group received?
They were named to the 2023 Forbes Best-in-State Wealth Management Teams list for Connecticut, among other industry accolades.
How much client assets does The Keating Group manage?
They manage approximately $700 million in client assets for high-net-worth individuals and families.
UBS Group AG is a multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world.
