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In the News

$330m ex-UBS trio launches TruClarity-backed RIA

Posted by Barbara Herman

May 27, 2020
By Ian Wenik

A team of ex-UBS advisors in California has launched its own TruClarity-backed RIA.

Father-and-son duo Nick and Bryan Garris, along with Orlo Elfes, have launched TriaGen Wealth Management in Calabasas, Calif. The team managed around $330m while at the wirehouse.

‘Becoming an independent fiduciary was a natural progression that aligns with our priorities as a family-run business,’ said TriaGen managing partner Bryan Garris, Nick’s son. ‘We are grateful to TruClarity Management Solutions for helping us navigate this transition.’

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About Barbara Herman

Senior Vice President – Known for her sound advice, unique perspectives and ability to identify creative solutions. Barbara has developed deep and longstanding strategic relationships with financial services firms – from wirehouses to boutiques, as well as the diverse independent space – and works with some of the most sophisticated teams and individual advisors. Learn more...

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