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Uniting Wealth Partners

In PWD coverage since October 1, 2026 · 1 story
2Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Dana Cornell
Sep 30 · breakaway
Kyle Kirk
Sep 30 · advisor move
PWD coverage
Moves

Morgan Stanley advisor Dana Cornell, who oversaw $1 billion, joins Uniting Wealth Partners

He lands in the Denver RIA's Olean, New York office alongside former Ameriprise advisor Kyle Kirk, who also joined UWP and whose book was about $100 million.
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