Disillusioned UBS Vet Bolts Wirehouse, Declares Independence on 65th Birthday
After all, the longtime ex-UBS advisor who began his wirehouse career at E.F. Hutton in 1979 has been counseling clients on how to “navigate the known and the unknown” when they sell their businesses or retire from executive, medical or legal careers for 40 years.
Dynasty Helps Another UBS FA Practice Go Independent
Dynasty Financial Partners says it helped another UBS wealth management practice go independent. Ahmie Baum, a four-decade veteran of the financial services industry, has launched Pittsburgh-based Interchange Capital Partners, according to a press release from Dynasty.
$400m ex-UBS team launches Dynasty-backed RIA
Helmed by chief executive Ahmie Baum, the five-advisor team at Interchange managed roughly $400m while affiliated with the wirehouse.
Pittsburgh-Based Advisor Launches $400M Indy With Dynasty
Wealth advisor Ahmie E. Baum has partnered with Dynasty Financial Partners to launch new independent RIA Interchange Capital Partners in Pittsburgh, the companies announced earlier this week.
UBS team managing $400 million creates RIA
A team managing $400 million and led by Ahmie Baum at UBS in Pittsburgh, Pa., has formed Interchange Capital Partners, a registered investment advisory.