New York-based boutique investment firm Further Lane Wealth Management announced Wednesday that two advisors from UBS has joined the team.
Further Lane said in a statement that in Stuart Conley and Harvey Spira’s new roles as managing directors, they will focus on building client relationships with industry “professionals, business owners and corporate executives."
Conley, who was the senior vice president of investments for UBS prior to joining Further Lane, will specialize in portfolio management for high-net worth investors by helping them plan and prepare for their needs and those of their families.
In his new position, Spira will work with individuals and families to develop long-term financial plans and help C-level executives manage their stock positions. Prior to joining Further Lane, he was a senior vice president of investments for UBS.
Founded in 1996, Further Lane currently manages three fixed-income hedge funds and also offers institutional trading in fixed income through its broker dealer affiliate Further Lane Securities.