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In the News

Jefferies nabs $1 billion Morgan Stanley duo amid growth push

Posted by Barbara Herman

Investment News

Barbara Herman Quoted
By Mason Braswell

Jefferies Group, which has been looking quietly to build out its wealth management operation over the past two years, scored a significant win last week with the addition of a former Morgan Stanley duo with around $1 billion in assets under management. presentation.

“Over the past couple years, they’ve really expanded their wealth management offerings,” said Barbara Herman of the adviser recruiting firm Diamond Consultants Inc. “It’s not a new firm, but it’s sort of been recreated in terms of wealth management.”

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About Barbara Herman

Senior Vice President – Known for her sound advice, unique perspectives and ability to identify creative solutions. Barbara has developed deep and longstanding strategic relationships with financial services firms – from wirehouses to boutiques, as well as the diverse independent space – and works with some of the most sophisticated teams and individual advisors. Learn more...

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