Thursday, November 12, 2020

Ameriprise Hires Two Teams With $295M In Combined AUM

Ameriprise Financial, LLC has added four advisors to its employee channel with $295 million in combined client assets, the company recently announced in a news release. Ross Perkins joins Ameriprise in Carmel, Ind., from UBS with a $135 million book of business, while Thomas Rodman, Maureen Cioppi-Grill, and Paul Teufel of Rodman, Grill & Associates in Conshohocken, Penn., join Ameriprise separately from Morgan Stanley with $160 million in assets. According to all four advisors, choosing Ameriprise was an easy decision for them to make, based on the firm’s high-touch support and cutting-edge technology in delivering client support. Perkins said in the news release that while he knew that switching employers during a pandemic was a big decision, he felt the time was right. “I wanted a place I felt I could spend the rest of my career…and Ameriprise felt like that firm,” he said.

from FA News https://www.fa-mag.com/news/ameriprise-hires-two-teams-with--295m-in-combined-aum-58951.html

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