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.
See the latest Advisers on the Move here.