Estimated reading time: 1 minute, 0 seconds

$1.1B Financial Advisor team joins UBS in Houston

UBS announced today that a six-person team, "The Fortney Group," joined the Private Wealth Management division of the firm in Houston, Texas.

UBSThe team manages approximately $1.1 billion in assets and is led by financial advisors Grant Fortney, Scott Fortney and Michael B. Nichley, CFA, who have more than 50 years of industry experience combined working with Ultra-High Net Worth individuals, families, and executives. Brandon Frey, Tami Grove, and Mary Patranella also join as part of the team.

Grant Fortney joins as a Managing Director, after serving as a Managing Director in the Private Wealth Management division of Morgan Stanley. He was recognized on the Barron's Top 1,000 Advisors list in 2010, 2011, 2012, 2019, and 2020.

Scott Fortney joins as a Managing Director, after serving as a Managing Director in the Private Wealth Management division of Morgan Stanley. Michael B. Nichley, CFA, joins as a Senior Vice President, after previously serving as First Vice President in the Private Wealth Management division of Morgan Stanley.

Brandon Frey joins as a Senior Wealth Strategy Associate after previously serving as Portfolio Management Associate in the Private Wealth Management division of Morgan Stanley. Tami Grove and Mary Patranella join UBS as Senior Registered Client Service Associates.

Read the full release from UBS.

Read 353 times
Rate this item
(0 votes)

Visit other PMG Sites:

click me
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.