Arun Sardana, Adam Proger, Paul Grambsch and Reilly Loflin, who managed $990 million in assets at UBS, have moved to the employee unit of Raymond James in Bethesda, Md.
The team operates as SPG Fiduciary Partners of Raymond James. At UBS, they also advised on an additional $1.6 billion in assets.
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Before joining Raymond James, Mr. Sardana was one of one of approximately 28 senior institutional consultants in the UBS Institutional Consulting Group, which he joined in 2008.
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