June 16, 2020
By Jake Martin
Veteran advisor Matt Kilgroe has defected from UBS to launch Cyndeo Wealth Partners in St. Petersburg, Florida using RIA platform Dynasty Financial Partners, which is headquartered in the same city.
Kilgroe, president and chief executive of Cyndeo, had joined Merrill Lynch in 1991 and moved to UBS in 2012. His team previously managed $1.2bn in client assets at UBS, according to Dynasty.