DakotaLogo2024
DakotaLogo2024
Book A Demo

FUNDRAISING NEWS | August 28, 2024

Ampersand Partners Welcomes One Private Wealth

Tags:

Ampersand Partners, a hybrid firm that began expanding its team nearly a year ago, has brought on a UBS Wealth Management USA group based in Chesterfield, Missouri. The group, led by David W. Simons and Thomas M. Cordes, managed $446 million in client assets and generated $4.5 million in annual revenue. They were ranked #21 on Forbes' best-in-state wealth management list. 

At Ampersand, the team operates under the name One Private Wealth, with members including advisor Brandon Mallinckrodt and support staff Kathy Delmain, Carletta Casey, and Karen Antrobus. Previously, at UBS, they were known as the Simons and Cordes Wealth Management Group.

Simons has three decades of experience, beginning his career at Wells’ Prudential Securities predecessor and later working at Stifel Financial and Merrill Lynch before joining UBS in 2014. Cordes, with 25 years of experience, also worked at Stifel and Merrill before moving to UBS in 2013. 

Ampersand Partners has focused on building its roster by hiring primarily from Edward Jones and Wells Fargo since bringing on its first team last year. The firm continues to grow its presence by attracting experienced wealth management teams from major financial institutions.

New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

logo-1

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Events

Company

© Dakota 2025 | Terms of Use | Privacy Policy