Wells Fargo FiNet Snags $1.7B UBS Team in Minnesota
Thursday, March 5, 2026 · first reported by Wealth Management
The Snow Pine Private Wealth advisor team, managing $1.7B in assets, departed UBS for Wells Fargo Advisors Financial Network in Minnesota. This represents a significant advisor team transition in wealth management infrastructure.
- Also named
- UBS, Snow Pine Private Wealth
The summary and fields above are extracted from the published reports and can contain errors. The linked articles are the source of record.
Coverage
1 sourceMore in People moves
From the same day- DWS names head of asset-based finance as firm pushes deeper into private creditPensions & Investments +1
- Maven appoints new managing partnerPrivate Equity Wire +4
- Lehigh University selects interim CIO as permanent endowment chiefPensions & Investments
- Menlo’s new partner is a former math teacher who’s still educatingVenture Capital Journal
- Jain Global boosts team with new portfolio manager hireHedgeweek
- Walker & Dunlop Taps Mark Washington to Lead Pacific Northwest Investment SalesCommercial Observer