UBS Hires Goldman Sachs Duo With $1.7B In Client Assets

UBS Private Wealth Management today announced it has hired a pair of Goldman Sachs advisors who manages about $1.7 billion in client assets.

Scott Belveal and Adam Lambert will join the UBS Northeast Private Wealth market in the Philadelphia office. They will be joined by Max Hine, relationship manager; Kendal Glatthorn, team business manager and Ray Farnesi, wealth strategy associate.

Belveal spent the past 20 years at Goldman Sachs, both in Menlo Park, Calif., and in Philadelphia. Lambert spent 10 years at Goldman Sachs. He previously spent five years at Marsh McLennan.

Julie Fox, who heads UBS Global Wealth Management’s Northeast private wealth market in the Philadelphia office, said UBS is focused on growing its roster of financial advisors and that Belveal, Lambert and their team will help expand their Philadelphia market.