The Wellesley, Mass., office of UBS Securities has lost Sam Kiefer, a wealth manager with 15 years in the business, to Risk Paradigm Group.
Kiefer will work in Boston with RPg, where he will be a director and senior investment management consultant. RPg is one of nine elite advisory firms in the Dynasty Financial Partners network. An Accredited Investment Fiduciary, Kiefer built his career track record serving high-net-worth families in Boston’s non-profit, philanthropic, healthcare and sports industry circles.
Before his career in financial services, Kiefer was a well-known figure in the university development area, having worked on programs at the University of Pittsburgh, University of South Alabama, Tulane University, Temple University and Boston College.
Donna Mitchell writes for Financial Planning.