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

By Ian Wenik, Citywire - 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.

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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Barbara Herman

Senior Vice President – 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. She’s committed to providing sound advice and guidance based on her unique perspectives on the industry and ability to identify creative solutions. Learn more...

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