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Est. 2026The front page of wealth managementNew York

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Moves

The Diamond Podcast for Financial Advisors: UBS Breakaways on What It Takes to Move $1B in Just Months

By Mindy Diamond · WealthManagement.com ·

Image: WealthManagement.com

After leaving UBS to launch Ox Road Capital, Michael Lee, Steve Armaly, and their partners crossed $1B in AUM in just 225 days. They share how years of client trust, partner alignment and a client-first vision helped make it possible.

Summary as published by WealthManagement.com
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Financial ADVSR links to reporting from across the industry. This story was reported by WealthManagement.com. Financial ADVSR is not affiliated with WealthManagement.com. Updated every 10 minutes.

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