• Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients

  • Jan 16 2025
  • Length: 49 mins
  • Podcast

Unconstrained Growth: $6B+ Former UBS Team Finds Real Freedom to Focus on Clients

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  • Summary

  • Tony Smith of Stonegate Investment Group discusses transitioning from UBS after 14 years and $4.4B in AUM to independence and building the business to $6B, including the motivations to make a change at this stage of his career, how they achieved such extraordinary growth in a short time, and much more.
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