Marina Tudela, Idalia Daguin and Gabriela Aguilar, who managed $280 million at UBS in Miami, Florida, have joined the Alex. Brown unit of Raymond James.
The three advisers, who are natives of Venezuela, have an international clientele.
Tudela was with UBS for 20 years after spending eight years at Smith Barney in San Juan.
Daguin has been in the financial services industry for almost 24 years, including many years at Citibank, where she worked in commercial banking.
Aguilar, who earned a law degree in Venezuela, has been in the financial services industry for 19 years.
Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.
“I respectfully request that all recruiters for other BDs discontinue their efforts to contact me," writes Thomas Bartholomew.
The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.
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