$1 Billion Advisor Team Ditches Wirehouse For The Independent Life – Forbes

Meet Tim Kneen and Clayton Hartman just once and you would know that they were never meant to be wirehouse advisors.This billion dollar Colorado based duo, generating almost $8 million in annual revenue, with combined industry experience of not quite six decades left UBS in mid-January to form their own wealth management firm.  It was the shot heard around the industry. Such a high profile move will always attract attention, but when a team like Tim and Clayton’s goes independent, it is particularly compelling.

via $1 Billion Advisor Team Ditches Wirehouse For The Independent Life – Forbes.

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