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 […]

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 […]

Helmed by chief executive Ahmie Baum, the five-advisor team at Interchange managed roughly $400m while affiliated with the wirehouse.

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 […]

A team managing $400 million and led by Ahmie Baum at UBS in Pittsburgh, Pa., has formed Interchange Capital Partners, a registered investment advisory.