Third Gen UBS Breakaway Finds Sanctuary: $150mm in Assets and a Long Runway to Grow
Oct 6, 2021
42:54
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
Next gen Tom Stadum realized that he had a long runway and greater opportunity beyond UBS. So once his partner/father fulfilled the obligations of his retirement agreement, Tom left to build independent firm Fjell Capital with Sanctuary Wealth.