Team managing $1.8 billion at UBS goes to Venture Visionary Partners
The addition of 12 professionals and AUM almost doubles the size of the Toledo, Ohio, RIA
A 12-person team, including five advisers who managed $1.8 billion at UBS, has joined Venture Visionary Partners, a Toledo, Ohio-based registered investment adviser. The addition brings total staff at Venture to 28 and assets under management to $3.7 billion.
The advisers joining VVP partners are Robert S. Loeb, James J. Porea, John D. Spengler, Bradford G. Dolgin and Craig A. Warnimont.
Venture Visionary Partners was founded last year by Craig Findley, himself a breakaway broker from UBS. The firm uses Charles Schwab as its custodian and is a member of Dynasty Financial Partners.
See the latest Advisers on the Move here.
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