Featured Podcast Episodes…
The heightened sense of vulnerability in the big firms became a reality for Jeff Boudjouk who was terminated from UBS—a charge which has since been expunged. Jeff shares the harrowing journey in candid detail and the first steps he took to keep his business life moving forward. He discusses the relationship with partner Anthony Landi and how they found a new home in independence with Kestra Private Wealth Services as Northeast Investment Group. Jeff offers a cautionary story for those who play by the rules but find themselves caught up in a world where compliance is the dominating force. Listen->
Former UBS advisors managing $5B in assets, Rob Sechan and Jeff Kobernick, found that servicing ultra-high net worth clients became difficult at the wirehouse. Yet they couldn’t find another option that aligned with their vision—so they built RIA NewEdge Wealth with EdgeCo Holdings and other UBS veterans. In this episode, Rob shares their journey, starting with how he and Jeff built a mega-business at UBS, what changed over time and how those changes impacted their ability to serve clients, what options they considered prior to launching NewEdge, why he sees it as the “boutique firm of the future,” and much more. Listen->
UPDATED FOR 2022
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