Dynasty Financial Partners announced Tuesday that UBS Wealth Services’ Samuel Kiefer has left UBS to join the independent advisor firm Risk Paradigm Group Family Wealth Advisory, which is a member of the Dynasty network of nine independent investment advisors.
Kiefer, a vice president in investments and senior managed account consultant, comes to Risk Paradigm Group with more than 15 years of advisory experience. An accredited investment fiduciary (AIF) at UBS Wealth Services’ office in Wellesley, Mass., Kiefer was also a member of their Private Wealth Management program.
As an AIF, Kiefer has a practice as the advisor to qualified plans and works with endowments and foundations. Prior to becoming a financial advisor, Kiefer was a well-known figure in university and athletic development, working over 16 years for the University of Pittsburgh, University of South Alabama, Tulane University, Temple University and Boston College.
Risk Paradigm Group LLC (RPg) is a financial services firm that provides high net worth individuals, families, businesses, charities, foundations and endowments with investment advisory and management services.
“Joining RPg is a natural next step for my clients and me,” Kiefer said in a statement. “The transition to RPg opens the gateway to more freely sit on the same side of the table with my clients as a fiduciary without the biases and product campaigns of the wirehouse culture. I’m thrilled to be here.”