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Ascend Advisory Group
In PWD coverage since September 30, 2026 · 3 stories
+3Talent net · 12 months3 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +3 · 3 arrivals · 0 departures
Advisor
Sep 30 · team liftout
Advisor
Sep 29 · team liftout
Advisor
Sep 28 · breakaway
Arrivals
Jeff Cullman
Sep 30 · from UBS
Jeffrey S. Cullman
Sep 30 · from UBS Wealth Management USA
Jeff Cullman
Sep 30 · from UBS
Departures
None tracked.
PWD coverage
Moves
Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
The Dublin, Ohio group joins Ascend Advisory Group, the $2.5 billion practice Tony Reilly founded in 2001.