Three-adviser team managing $730 million leaves UBS for Stifel

Three-adviser team managing $730 million leaves UBS for Stifel
Group will open office for firm in downtown Cincinnati, Ohio.
FEB 14, 2019

A three-adviser team managing $730 million at UBS in Cincinnati has moved to Stifel Nicolaus & Company. The three representatives —Tom Lieser, Leigh Anne Gage, and Tom Awadalla — will open a new downtown office for the firm. The office will be the firm's 24th in Ohio. (More:​ Team managing $314 million leaves UBS for Ameriprise) The team has 38 years of combined investment industry experience, Stifel said in a release. [More: Citi sues Steven Taub who jumped to Morgan Stanley over $636 million book]

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