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Independent Intelligence on the Private Wealth Industry
Tuesday, September 8, 2026The Morning Brief →Sign in
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Frost Brokerage Services, Inc.

In PWD coverage since September 8, 2026 · 1 story
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Arrivals
BRIAN CARL NELSON
Sep 6 · from UBS
STEVEN BEAU GUTIERREZ
Aug 17 · from UBS
Departures
None tracked.
PWD coverage
Features

Frost pulls 39 advisors from UBS in 48 hours

Two wirehouse teams, one buyer, 48 hours: the registration file shows the advisor talent war shifting from solo breakaways to block trades.
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