FUNDRAISING NEWS | June 10, 2024
UBS has added a five-person advisory team from Morgan Stanley, who managed over $470 million in client assets. This team, known as The BlueWater Group, is led by advisors Rory Lindquist and Donald Lawrence "Lawrie" Boyd, and have joined UBS in Boulder, Colorado.
Lindquist, who ranked ninth in this year's Forbes Best-in-State rankings for Colorado, brings 24 years of experience. His career includes 13 years at Morgan Stanley and six years at Merrill Lynch, with earlier roles at Robert W. Baird & Co. and Strong Capital Management. Boyd, with 17 years in the industry, had been with Morgan Stanley since 2015, and previously worked at Northern Trust Securities and Ameriprise.
The BlueWater Group also includes Senior Wealth Strategy Associate Caroline Lewis, Senior Registered Team Associate Sharon Hart, and Registered Team Associate Kyle Krajewski. The team is expected to continue providing top-tier advisory services from their new base in Boulder. Their combined experience and expertise will strengthen UBS's position in the region.
John Washington is the Data Research Analyst at Dakota.
