Two advisers from Morgan Stanley and Ameriprise are joining Uniting Wealth Partners (UWP) in its upstate New York office.
Dana Cornell, who managed approximately $1 billion in client assets during his 13-year stint at Morgan Stanley, joins UWP, along with Kyle Kirk, an Ameriprise adviser who managed an approximately $100 million book of business.
Cornell joins UWP to build the next generation of his practice on an independent registered investment adviser platform. He serves ultra-high-net-worth clients whose needs increasingly extend beyond traditional investment management. Kirk adds immediate capacity to support the UWP team’s growth.
“This is much bigger than adding another advisory team,” said John Phoenix, managing partner at UWP. “Dana built and managed a great book at Morgan Stanley and is now choosing UWP as the platform from which to build his next one. At the same time, Kyle is leaving Ameriprise to join him. That combination demonstrates what
