Sean Russell and Philip Giammarino, who managed $325 million at UBS, have gone independent and joined Coastline Wealth Management, an affiliate of Kestra Financial.
Russell and Giammarino, who brought with them Jean Kunkel, their client service manager, will work from Coastline’s offices in Port Jefferson, N.Y.
Working as a team at UBS for eight years, Russell and Giammarino were previously affiliated with Wells Fargo Advisors and Prudential Securities.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
