Ray Forster and Giovanni Galbiati Leave UBS to Return to Raymond James in Newton, Massachusetts

NEWTON, MA — Winthrop & Co. is proud to formally announce that Ray Forster and Giovanni Galbiati have joined Raymond James Financial Services, the independent advisor channel of Raymond James, opening their practice on Boylston Street in Newton and serving clients across the North Shore and greater Boston.

For both advisors, the move is a return. Ray and Giovanni each spent four years affiliated with Raymond James Financial Services earlier in their careers before moving to UBS in 2011, where they spent the next twelve years building their team's practice in Peabody. Coming back to Raymond James gives that practice an independent structure they already know: broader investment architecture, established technology, and a culture long known for putting the advisor's ownership of the client relationship first.

Advisors returning to a former firm is one of the strongest endorsements in this industry, and Winthrop & Co. sees it most often with Raymond James: advisors who have experienced both the wirehouse and independent models, and choose independence the second time with full knowledge of what each offers.

Winthrop & Co. worked with Ray and Giovanni through their evaluation and transition, from the initial confidential conversation through their first day. As with every placement, the process was run quietly, on their timeline, and at no cost to them.

Winthrop & Co. is an independent consulting and advisor placement firm serving financial advisors nationwide. We represent the advisor, never the firm, across wirehouse, regional, independent broker-dealer, and RIA channels. Advisors exploring their options can request an introduction in complete confidence.