C. Jefferson A. “Skip” Parker and Harriet M. Parker, who managed $148 million at UBS, have established their own firm, Four Corners Private Wealth, and affiliated with Raymond James Financial Services — the firm’s independent adviser channel.
The two are temporarily based in Glastonbury, Connecticut, and are opening an office in their hometown of Greenwich, Connecticut, Raymond James said in a press release Thursday.
Prior to spending the last 12 years at UBS, Skip Parker was with Smith Barney and Merrill Lynch. Prior to joining UBS in 2010, Harriet Parker spent seven years at Smith Barney.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
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Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
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