trending Market Intelligence /marketintelligence/en/news-insights/trending/K9IUOivM24cc5holJ9Aofw2 content esgSubNav
Log in to other products

Login to Market Intelligence Platform

 /


Looking for more?

Contact Us
In This List

Raymond James division taps UBS adviser team

Blog

Banking Essentials Newsletter - February Edition, Part 2

Podcasts

StreetTalk – Episode 74: Investor sees legs in strong credit performance, US bank stock rally

Blog

Street Talk – Episode 74: Investor sees legs in strong credit performance, US bank stock rally

Blog

The Evolution of ESG Factors in Credit Risk Assessment: Environmental Issues


Raymond James division taps UBS adviser team

Great Lakes Wealth, an independent firm, is now affiliatedwith Raymond James Investment Advisors Division, On Wall Street reported July 12.

Managing partners Dewey Steffen and Michael Hartman serve asCEO and COO of Great Lakes Wealth, respectively, according to the report.Carmela Eastin, director of operations, is also part of the Northville,Mich.-based team.

The team previously managed about $150 million at UBS, thenews publication said.