UBS duo managing $600 million bolts for Cadaret Grant


August 31, 2022

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.

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