Rockefeller Nabs Another UBS Team, This Time a $3.6-Mln Group in CA – AdvisorHub

The five-person group is led by 16-year industry veteran Jannah Devine and 22-year industry vetern Stefan W. Oglevee, according to their BrokerCheck records. The two, along with Oglevee’s son, Stefan “Max” Oglevee, had generated $3.6 million in annual revenue on $550 million in client assets, the source said

Source: Rockefeller Nabs Another UBS Team, This Time a $3.6-Mln Group in CA – AdvisorHub