A father, son and daughter running a UBS team with more than $300M in AUM have left the wirehouse to join the independent advisory channel, according to a spokeswoman.
Roger Ingwersen, his son Todd and daughter Laurie launched The Harvest Group, with assistance from regulatory and compliance firm MarketCounsel and the Hamburger Law Firm, which specializes in working with investment advisers, the spokeswoman said.
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