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Financial Advisory  + RIAs & Financial Advisors  |  September 14, 2023
UBS Lures $700M Advisor Team for New Hampshire Office
By: Joe Palmisano

UBS Lures $700M Advisor Team for New Hampshire Office

UBS hired two former Merrill Lynch advisors who managed $700 million in assets. Phillips Hardenbergh Associates, led by Heather Phillips and Thomas “Ted” Hardenbergh, has joined the Swiss bank’s Northern New England market in Manchester, NH managed by Jad Dieterle, Patrick Henning and Jeff Houdlette.

The team also includes Senior Wealth Strategy Associate Krissy Schafer, Senior Client Associate Suzanne Moore, Assistant Vice President Allison Riotto and Client Associate Meg Sargent Gould, according to the announcement.

“Heather and Ted are skilled in navigating complex family dynamics, enabling them to provide clients with comprehensive advice and guidance regarding generational family wealth management,” Patrick Henning, associate market executive for UBS’ Greater New England region, said in the announcement.

Phillips and Hardenbergh have a combined 44 years of industry experience. Phillips began her career in the financial services industry in 1997. Prior to joining UBS, she served as a Wealth Management Advisor at Merrill Lynch Wealth Management since 2006.

Hardenbergh began his financial services career in 2003 when he joined Merrill Lynch’s Manchester office.

UBS lost 76 advisors from its Americas wealth management unit during the quarter ended June 30, a 1.2% decline, according to the firm’s most recent quarterly results report.

Photo: UBS

www.ubs.com

SUBJECT LINE: UBS Lures $700M Advisor Team for New Hampshire Office

SUB-HED: Phillips Hardenbergh Associates led by Heather Phillips, Thomas Hardenbergh

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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