April 12, 2021
By Asia Martin
The quad, which includes Josh Brown, Scott Thompson, Joel Gray and James “Jake” Cluverius Jr., has launched an independent practice called NorthEnd Private Wealth, according to an announcement.
$3.6bn UBS team sets up RIA with backing from Elevation Point
Cleros Wealth Partners launches in Fort Worth following a $3.6B UBS breakaway, with a minority investment from Elevation Point and custody through Goldman Sachs.
