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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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TriaGen

$330m ex-UBS trio launches TruClarity-backed RIA

$330m ex-UBS trio launches TruClarity-backed RIA

By Ian Wenik, Citywire – A team of ex-UBS advisors in California has launched its own TruClarity-backed RIA. Father-and-son duo Nick and Bryan Garris, along with Orlo Elfes, have launched TriaGen Wealth Management in Calabasas, Calif. The team managed around $330m while at the wirehouse.

UBS team managing $330 million forms RIA

UBS team managing $330 million forms RIA

By Investment News – A three-adviser team managing $330 million in assets at UBS has formed TriaGen Wealth Management, a registered investment adviser, in Calabasas, Calif.

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