Mindy Diamond Quoted
By Janet Levaux
Focus Financial Partners, a group of wealth management firms, said Tuesday that two former UBS (UBS) advisors have worked with it to start IFM Capital Advisors, a Denver-based independent RIA.
Timothy Kneen and Clayton Hartman, who managed about $1 billion in client assets, recently started the firm, which also has offices in Fort Collins, Colo., and Sioux Falls, S.D.
Kneen has been in the business for more than 25 years, while Hartman is a 33-year industry veteran. They are running the new firm with ex-South Dakota State Sen. Tom Dempster, another former UBS advisor, and 17 other ex-UBS employees.
The deal was facilitated by recruiter Mindy Diamond, president & CEO of Diamond Consultants. “Tim Kneen and Clayton Hartman’s entrepreneurial DNA, their past successes as business owners, and their drive make them ideally suited to take their already successful business to new levels,” Diamond said in a statement.