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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Monish Verma

Motivated by the Long Game: Why a UBS Breakaway Left a Deal Behind for Independence with Summit Financial

Motivated by the Long Game: Why a UBS Breakaway Left a Deal Behind for Independence with Summit Financial

Monish Verma describes an instructive breakaway journey, from due diligence and decision-making, foregoing an outsized recruiting deal check, opting to sell equity and how his choice to go independent with Summit Financial is resonating today.

$375m UBS team launches Summit-backed RIA

$375m UBS team launches Summit-backed RIA

By Andrew Foerch, Citywire – A UBS breakaway team has formed an independent wealth management firm in Farmington Hills, Mich. with backing from Summit Financial. Vardhan Wealth Management is led by founder Monish Verma, who spent 12 years at UBS as senior vice president of wealth management and 14 years before that at Morgan Stanley Smith Barney as vice president of investments. Joining him at Vardhan are Renee Wahl as director of operations and Kory Frost as director of planning and strategy. The group had a book of $375m at UBS, according to Summit.

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