UBS duo managing $770 million goes indie with Sanctuary
The pair have opened Marble Wealth in Montgomery, Alabama, and have been joined by Adam Rogers, previously a portfolio manager at Retirement Systems of Alabama.
Matthew Murphy and Rebecca Baker, who managed $770 million at UBS in Montgomery, Alabama, as Longleaf Wealth Management, have created Marble Wealth and will use the services of Sanctuary Wealth, an Indianapolis-based hybrid.
Joining the advisers as a partner and the firm’s chief investment officer is Adam Rogers, who previously served as portfolio manager at The Retirement Systems of Alabama.
Dustin G. Hatfield will serve as senior wealth associate at Marble Wealth
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