Advisers on the Move

UBS team managing $990 million moves to Raymond James

Four-advisor group in Bethesda, Md., joins firm's employee unit

Oct 15, 2019 @ 3:53 pm

By InvestmentNews

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.

[More: See more adviser moves in InvestmentNews' Advisers on the Move database.]

The team operates as SPG Fiduciary Partners of Raymond James. At UBS, they also advised on an additional $1.6 billion in assets.

[Recommended video:John Rogers on why the advice industry lacks diversity]

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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