$150M UBS team goes indie with Raymond James
By Andrew Welsch
A UBS team that managed about $150 million has gone independent with Raymond James, according to the firm.
The newly independent firm, named Great Lakes Wealth, became affiliated with Raymond James Investment Advisors Division, which provides custodial and support services to RIAs.
Great Lakes Wealth is led by managing partners Dewey Steffen and Michael P. Hartman, who serve as CEO and COO respectively. Also moving with the team is Carmela Eastin, director of operations. They are based in Northville, Mich., a suburb of Detroit.