UBS Welcomes Merrill FA Duo Team

UBS has added Colorado-based financial advisors Ora DeMorrow and Brendan Goffinet from Merrill Lynch to its Denver Tech office. They will operate as DG Capital Management alongside Senior Registered Client Associate Joan Hafermeister, reporting to Market Director Bruce Dillard. The team manages approximately $360 million in client assets and generates around $2.5 million in annual revenue.

Brendan Goffinet, with 24 years of experience, previously worked at Merrill since 2015 and Morgan Stanley for nearly 15 years. His services include wealth management, asset management, legacy planning, and consulting on business exit strategies and retirement plans. Ora DeMorrow, with 13 years of experience, had spent her entire career at Merrill, serving families, individuals, corporate executives, and businesses.

With the addition of DeMorrow and Goffinet, UBS has recruited over 21 advisors from Merrill Lynch in 2024, collectively overseeing more than $9 billion in assets.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

Related Content

Aerospace, Logistics, and Automation Drive September 2025 Industrial Transactions
October 21, 2025

Real Assets, Private Credit, and AI Rebound Lead Q3 2025 Institutional Allocations
October 16, 2025

October 14, 2025 Investor News: Illinois Firefighters Accelerates Alts Buildout, and more...
October 14, 2025

Biotech, Value-Based Care, and Digital Health Drive September 2025 Healthcare Transactions
October 14, 2025

AI, LBOs, and Quantum Computing | September 2025 Tech & Software Transactions
October 09, 2025

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

UBS Welcomes Merrill FA Duo Team

Subscribe

Related Content

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Podcasts

Events

Company