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.
Stock futures are trending lower so far Wednesday.
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Report says traditional banks are at risk of being sideline in evolving industry.
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Bullion had declined as investors paused.
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From direct lending to asset-based finance to commercial real estate debt.
