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Thursday, October 1, 2026The Morning Brief →Sign in
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Cullman/Holt Group

In PWD coverage since September 30, 2026 · 3 stories
3Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Sep 30 · team liftout
Advisor
Sep 29 · team liftout
Advisor
Sep 28 · breakaway
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.
move · Sep 30A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio
Moves · Sep 30UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet
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