People Moves

Ohio-Based RIA Recruits 12 Former UBS Wealth Managers

Editorial Staff November 13, 2020

Ohio-Based RIA Recruits 12 Former UBS Wealth Managers

Following the move, Venture Visionary Partners now has a total of 28 people overseeing $3.7 billion in AuM.

Venture Visionary Partners, an RIA based in Toledo, Ohio, has added 12 former UBS wealth professionals to its ranks, who collectively managed $1.8 billion in assets under management. 

Following the move, Venture Visionary Partners now has a total of 28 people overseeing $3.7 billion in AuM.

The joiners:

-- Robert S Loeb, partner. Previously, he was a senior vice president, wealth management at UBS;
-- James J Porea, partner. Prior to joining VVP, Porea was an SVP, UBS WM;
-- John D Spengler, partner. Previously, he was an SVP, UBS WM;
-- Bradford G Dolgin, partner. He was SVP, senior portfolio manager UBS;
-- Craig A Warnimont, chief investment officer, partner. Previously, he was a first VP, UBS WM; 
-- Sarah Wodarski, relationship manager;
-- Amy J Amos, RM;
-- Alexa M Laberdee, RM;
-- Diana S Gibson RM;
-- Karyn Keilholz, RM;
-- Kelly Arndt, RM; and 
-- Travis N Maas, financial analyst.

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