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4-member adviser group at UBS moves to Raymond James
StreetTalk – Episode 69: Banks left with pockets full of cash and few places to go
Street Talk – Episode 69: Banks left with pockets full of cash and few places to go
Street Talk Episode 68 - As many investors zig away from bank stocks, 2 vets in the space zag toward them
Street Talk Episode 66 - Community banks tap the debt markets while the getting is good
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.