Team move
Ryan Berube
UBS Private Wealth Management → William Blair Private Wealth Management
What changed
Berube joined William Blair’s new Dallas office from UBS as part of a four-person wealth advisory team he leads with Allen Abney.
- Reported / discovered
- Oct 28, 2026
- Effective
- Not reported
- New role
- Managing Director and Wealth Adviser
- Previous role
- Not reported
- Market
- Dallas, TX
- Reported book
- Not disclosed
- Reported team size
- 4 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
IREI ↗Oct 28, 2026 · Reporting
ABF Journal ↗Oct 28, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 28, 2026Source evidence reconciled