
Robert Tamarkin's tenure at UBS has been marked by significant leadership boosts. He was appointed as the Head of the Americas for UBS's Investment Bank.
Tamarkin's leadership has brought about a surge in business growth and revenue. This is evident in the bank's increased market share and client base.
One of Tamarkin's key strategies has been to expand UBS's presence in the Americas, which has led to a significant increase in the bank's revenue from this region.
10 Elevation Point Expands Leadership Team
Elevation Point, a wealth management firm, has recently expanded its leadership team with the addition of Bradford Smithy and Robert Tamarkin as Founding Partners.
Bradford Smithy brings over 30 years of industry experience to the team, having previously spent more than 15 years at UBS, including as Divisional Director.
Robert Tamarkin spent almost 20 years at UBS, most recently as the Market Director for the Southeast Market.
Jim Dickson and Mark Penske launched Elevation Point in June with more than $3.4 billion in AUM.
The firm's innovative partnership model is designed to drive growth through capital and expertise, and engage in genuine collaboration to empower and elevate its partners.
Elevation Point's leadership team is comprised of experienced professionals, including Bradford Smithy and Robert Tamarkin, who have a deep understanding of the industry.
Sources
- https://www.dakota.com/fundraising-news/ubs-veterans-jump-to-elevation-point
- https://athensceo.com/news/2022/09/420-million-advisor-team-joins-ubs-georgia/
- https://financialpost.com/pmn/business-wire-news-releases-pmn/four-financial-advisors-join-ubs-in-atlanta-georgia
- https://citywire.com/ria/tag/breakaway
- https://wealthsolutionsreport.com/2024/07/30/deals-recruiting-roundup-janney-waverly-bluespring-alpha-capital-and-more/
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