4-member adviser group at UBS moves to Raymond James
Insight Weekly: Private equity slows; SPAC underwriters retreat; carbon capture boost
Street Talk | Episode 98: Regulatory scrutiny having cooling effect on community bank M&A
Insight Weekly: M&A outlook; US community bank margins; green hydrogen players' EU expansion
Street Talk | Episode 97: Recessionary fears still keeping bank investors on the sidelines
Arun Sardana, Adam Proger, Paul Grambsch and Reilly Loflin, have moved to Raymond James Financial Inc. in Bethesda, Md., from UBS Institutional Consulting Group, Investment News reported.
Sardana, Proger, Grambsch and Loflin managed $990 million worth of assets at UBS and advised on an additional $1.6 billion in assets.
The team will now operate as SPG Fiduciary Partners of Raymond James.