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Saturday, October 3, 2026The Morning Brief →Sign in
person● Verified · SEC records

Naureen Hassan

In PWD coverage since September 26, 2026 · 4 stories
Career record
currentIADRIVEWEALTH, LLC
PWD coverage
Moves

Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit

RIABiz reports Envestnet is backfilling Molly Weiss's product brief while UBS turns its US wealth franchise over to former Schwab executive Naureen Hassan.
move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
move · Sep 26UBS's digital hire is a book-transfer play
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