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In the News

UBS team managing $330 million forms RIA

Posted by Barbara Herman

May 26, 2020
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.

The firm is operated by Bryan Garris and his father, Nick, both certified financial planners, and includes adviser Orlo Elfes and its operations manager, Leslie Sager.

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About Barbara Herman

Senior Vice President – Known for her sound advice, unique perspectives and ability to identify creative solutions. Barbara has developed deep and longstanding strategic relationships with financial services firms – from wirehouses to boutiques, as well as the diverse independent space – and works with some of the most sophisticated teams and individual advisors. Learn more...

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