Disillusioned UBS Vet Bolts Wirehouse, Declares Independence on 65th Birthday

June 29, 2020 by dynastyfp

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.