Further Lane Wealth Management has said that a New York City-based team of two advisors from UBS will join the firm. The team includes Stuart Conley and Harvey Spira; both will be managing directors at Further Lane.
Conley and Spira’s business focuses on a client base of professionals, business owners and corporate executives. Both have extensive experience in pre-sale and pre-IPO planning, exit strategies for business owners and executives, and retirement and legacy planning. Although based in New York, they work with entrepreneurs and executives across the United States.
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"I made the move to independence so that I can more effectively execute robust investment strategies on behalf of my clients. With complete open architecture, I have increased flexibility in the solutions I can provide my clients from a portfolio risk and return standpoint," said Stuart Conley.
Stuart Conley specializes in portfolio management for high-net-worth investors, tapping over 17 years of financial services industry experience to help clients plan and prepare for their needs and those of their families.
Prior to joining Further Lane, Conley was a senior vice president of investments for UBS, a director of investments at Oppenheimer and a financial advisor at Smith Barney.
Harvey Spira specializes in working with individuals and families on developing long-term financial plans; with particular expertise in closely held businesses and helping C-level executives manage their concentrated and restricted stock positions.
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By GlobalDataPrior to joining Further Lane, Spira was a senior vice president of investments at UBS and held the position of managing director at Bear Stearns.
Michael Araiz, CEO of Further Lane, said: "The team’s quality, experience and expertise are impressive. Stuart and Harvey have significant investment management experience and strong skills as portfolio managers. Both have outstanding investment track records that we plan to leverage."
