Former Merrill advisor John Durham launched Valen Private Capital with Sanctuary Wealth after 21 years at the firm. Guided by Diamond Consultants, he pursued greater flexibility, ownership, and a family office model designed for long-term growth and legacy building.
AdvisorHub – John Durham, former wirehouse advisor managing $477 million launches independent firm serving ultra-high-net-worth families
By David Wignall, Barron’s Advisor – UBS continued to shed wealth managers this week, as a team of four advisors who oversaw roughly $1.25 billion in client assets jumped ship for independence with LPL Financial Strategic Wealth.
Diamond Consultants is proud to have helped guide this highly accomplished UBS team to the launch of independent firm Ox Road Capital in Greenville, SC, operating with the support of LPL Strategic Wealth.
By Sam Bojarski, Citywire – The $1.25B Greenville, S.C.-based wealth team has set up a practice called Ox Road Capital with support from LPL Strategic Wealth.
By Karmen Alexander, AdvisorHub – A team of four advisors that managed $1.25 billion broke away from UBS Wealth Management USA to go independent with LPL Financial in Greenville, South Carolina.
by Diana Britton, WealthManagement.com – After nearly 40 years with Merrill, advisor Alicia Fuller and her team join under Steward’s W2 employee model and will use Raymond James for custody.
With over 30 years at Merrill, Vincent “Vinny” Zaccardi could have easily opted for the firm’s retire-in-place program, but he and his son and partner Nick were focused on the future.
Former UBS team, generating $7.7mm in revenue, sought to serve their HNW and UHNW clients a more bespoke experience.
By Karmen Alexander, AdvisorHub – Rockefeller’s Global Family Office has landed a UBS Wealth Management USA team that oversaw $900 million in client assets in Atlanta, according to a source familiar with their practice.
