Willliam Blair has opened an office in Dallas with the addition of a four-person team from UBS Wealth Management USA’s private wealth business, according to an announcement on Tuesday.
Ryan Berube and Allen Abney, who led the Navigate Wealth Partners team at UBS, registered with William Blair on October 20, federal records show. A Forbes ranking this year listed Navigate Wealth Partners with about $2.1 billion in client assets. A person close to their former firm put the pair’s assets closer to $660 million.
William Blair’s announcement did not mention the team’s assets. A spokesperson did not return a request for comment.
The advisors moved to William Blair along with client associates Jeannette Maddox and Ben Meyer.
Berube and Abney joined UBS in December 2015 as Credit Suisse shuttered its U.S. brokerage business.
Berube had joined Credit Suisse in 2008 after working at JPMorgan Chase and U.S. Trust. Abney joined Credit Suisse in 2009 after a career in politics.
Berube won an Olympic gold medal anchoring the U.S. men’s 4×200-meter freestyle relay at the 1996 Atlanta Games. Abney served as a White House spokesperson during the George W. Bush administration.
Berube said in a statement that they were drawn to William Blair’s “combination of personal accountability and firmwide resources.”
William Blair had $85.9 billion in assets and 138 advisors at the end of September. Founded in 1935, the firm is owned by 233 employee equity partners.
UBS had 5,644 advisors in the Americas at the end of June, down from 5,773 a year earlier, and almost $1.24 trillion in fee-generating assets, according to its second-quarter report. After losing advisors managing $28 billion in collective assets through the first half of 2026, UBS predicted attrition would slow in the second half of the year.
The wirehouse’s Swiss parent bank is expected to report results on Wednesday.
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