ETF PROAI
Sign in
ITDG31.47▲ 1.60%IBRN39.77▲ 0.32%ESMV31.61▲ 0.02%EFRA35.88▼ 1.13%ITDI31.47ITDH31.47ETEC26.81▼ 2.98%IVV770.98▼ 0.68%SPY772.67▼ 0.47%VOO522.67▼ 0.95%QQQ729.87▼ 0.16%VTI281.03▼ 0.75%IEFA99.88▼ 1.14%IEMG79.63▼ 2.83%GLD405.49▲ 1.00%VEA50.10▼ 5.13%VUG382.92▼ 0.26%IJH78.48▼ 0.24%IWF123.07▼ 1.61%AGG98.11▲ 0.18%VTV172.16▼ 1.38%XLK190.32▲ 0.16%IJR147.69▼ 1.43%BND73.05▼ 2.74%SGOV100.56▲ 0.00%ITOT168.33▼ 0.78%IWD256.62▼ 0.75%IWM300.23▼ 1.26%
firm

Evertern Wealth

In PWD coverage since August 18, 2026 · 1 story
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
Jason Stephens
Aug 17 · from UBS
Departures
None tracked.
PWD coverage
Moves

Two UBS veterans launch Naples RIA after two-and-a-half-year process

Jason Stephens and Mic Lundon left UBS after more than four decades combined to open Evertern Wealth, a Naples, Fla., RIA built for high-net-worth clients.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.