UBS duo managing $600 million bolts for Cadaret Grant
Anthony Mona and Joseph Mansoor make the switch in Birmingham, Michigan, through OSJ Spartan Wealth Management.
Anthony Mona and Joseph Mansoor, who managed $600 million at UBS, have gone independent in Birmingham, Michigan. They affiliated with Cadaret Grant, a unit of Atria Wealth Solutions, through Spartan Wealth Management, an office of supervisory jurisdiction administering $1.2 billion in assets.
Mona had been with UBS for 14 years and Mansoor for seven years.
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