The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Third Gen UBS Breakaway Finds Sanctuary: $150mm in Assets and a Long Runway to Grow

October 06, 2021

Next gen Tom Stadum realized that he had a long runway and greater opportunity beyond UBS. So once his partner/father fulfilled the obligations of his retirement agreement, Tom left to build independent firm Fjell Capital with Sanctuary Wealth.