DakotaLogo2024
DakotaLogo2024
Book A Demo

FUNDRAISING NEWS | November 08, 2024

UBS Nabs Veteran Washington (DC) UHNW Advisor from RBC Wealth

Tags: Personnel, Financial Advisor Move

UBS said it has recruited former RBC Wealth Management advisor Anibal Drelichman as the firm expands its services in the Washington, DC, area.

Drelichman is an industry veteran with 30 years of experience working with high- and ultra-high-net-worth individuals and businesses, providing comprehensive wealth planning and investment management services. He worked for firms such as Oppenheimer, Citigroup Global Markets, Morgan Stanley, and American Express prior to joining RBC. 

Drelichman will report to Brendan Graham, market director for UBS Private Wealth Management in Washington, DC, and he is joined in the move to UBS by client service associate Fatema Sarker.

Source: https://www.businesswire.com/news/home/20241108877675/en/

New call-to-action

Written By: 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