Ohio-Based RIA Recruits 12 Former UBS Wealth Managers

Editorial Staff

13 November 2020

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.