Citywire | $530m UBS team launches Dynasty-backed RIA
May 13, 2019
A team of UBS advisors managing around $530 million has launched its own Dynasty Financial Partners-backed RIA.
Joseph Powers, Jack Piper, Helen Andreoli, and Steven Tenney (pictured standing from left to right) left the wirehouse on Thursday to start their own RIA, Great Diamond Partners. The four advisors — plus three support staffers — are based in Portland, Maine.