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.
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The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
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CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
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