Mainebiz | Ex-UBS bankers launch Portland wealth management firm
May 13, 2019
Four former UBS bankers led by Steven Tenney have launched an independent wealth management firm in Portland called Great Diamond Partners.
Operating out of a leased downtown office at 22 Monument Square, the firm consists of four advisors and three support staff.
Tenney told Mainebiz on Monday that while all four advisors left UBS last Thursday and started Great Diamond the same day, the idea for the venture goes back two years.