UBS team in Lexington, Ky. leaves to form RIA

Trio that managed $113 million creates Wallace Hart Capital Management.
MAR 28, 2017

Jeremy Wallace and Andrew Hart, financial planners at UBS in Lexington, Ky., have left the firm along with partner Jessica Bedell to form Wallace Hart Capital Management. The three managed more than $113 million in client assets at UBS. The new registered investment advisory firm will use Raymond James Investment Advisors Division as its custodian, Raymond James said in a release. Mr. Wallace began his financial services career in 1999 with Merrill Lynch and moved to UBS in 2008. ​ Mr. Hart joined UBS in 2012, and teamed with Mr. Wallace. Earlier, he worked at the World Bank Credit Union and Headley Investment Analysis. Ms. Bedell began her financial career at UBS in 2008. ​

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