Hammond Han Archives

Transition Announcement: First Republic Private Wealth Management Welcomes UBS Advisor Managing Over $900mm

For Max Peckler, this transition was much more about the strong pull towards a better place to serve clients and grow his business—rather than the push away from UBS. While he built an extraordinary business over nearly 2 decades at UBS – landing on the Forbes America’s Top Wealth Advisors list and taking #2 for Best in State of Massachusetts in 2021 – Max felt he hit a ceiling in terms of how he could grow his business and serve clients.

Transition Announcement: Billion-Dollar Team Joins Morgan Stanley Private Wealth Management in Washington, DC

Hammond Han, a 33-year industry veteran, led the Liberty Capitol Group while at UBS. Uncertain about UBS’s long-term vision and commitment to its US wealth management unit, the Liberty Capital Group chose to move to Morgan Stanley to better serve their high net worth client base and run the practice more efficiently.

Morgan Stanley Snags Six-Advisor UBS Team in D.C. With Billion-Dollar Book

By AdvisorHub Staff – Morgan Stanley Wealth Management continues to flex its recruiting muscle and has snagged a six-advisor team from UBS Wealth Management USA in Washington, D.C. that had managed $1 billion in client assets, according to a person familiar with the moves.

Hammond Han

Transition Announcement: First Republic Private Wealth Management Welcomes UBS Advisor Managing Over $900mm

Transition Announcement: Billion-Dollar Team Joins Morgan Stanley Private Wealth Management in Washington, DC

Morgan Stanley Snags Six-Advisor UBS Team in D.C. With Billion-Dollar Book

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