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Ex-UBS Wealth Advisors Create $6 Billion Firm
Editorial Staff
17 November 2025
Former UBS Financial Services advisors Denis Cleary and Greg Devine, who between them looked after about $6 billion in client money, are forming their own firm. Cleary will be CEO and operate from Boston; Devine will lead the firm’s Los Angeles office.
Called 71 West Capital Partners, the business is a registered investment advisor with offices in Boston and Los Angeles. It serves entrepreneurs, business owners, C-suite executives, families and philanthropic organisations.
71 West will work with BNY Pershing for custody, clearing and related services.
The two advisors have worked together for nearly 20 years, starting at Goldman Sachs in 2006. In 2020, they moved their business to UBS. where they regained all their prior revenue by the end of the next year – an industry record, 71 West said.
Cleary started his career as a corporate attorney before serving as executive director of one of the largest private operating foundations on the East Coast. At Goldman Sachs, where he was a managing director, Devine began his wealth management career in 2004, following a career in Silicon Valley's technology sector. In 2016, he moved to the greater Los Angeles area. In 2020, UBS named him a managing director.
Joining Cleary and Devine at 71 West are team members Abigail Harris, Matthew Kirshner, Chris Carbone, William Corman, Spencer Danziger and Nolan Morr.
71 West worked with transition consultant Fusion Financial Partners and legal counsel Patrick J Burns, Jr, in association with the launch.