MOVES IN THE NEWS

Morgan Stanley nabs $6.5B Merrill Lynch private wealth team

By Mason Braswell, InvestmentNews - Morgan Stanley Wealth Management has kicked off the recruiting year with the high profile hire of a trio of elite Bank of America Merrill Lynch advisers in Chicago. Veteran Merrill advisers Linda J. Stephans, Kristina Van Liew and Erik Oiler, who led a team of nine as part of Merrill Lynch's Private Banking and Investment Group, a specialized unit for around 150 teams working with ultra-wealthy clients, jumped to Morgan Stanley on Friday, according to registration records with the Securities and Exchange Commission.

Investment News

By Mason Braswell

Morgan Stanley Wealth Management has kicked off the recruiting year with the high profile hire of a trio of elite Bank of America Merrill Lynch advisers in Chicago.

Veteran Merrill advisers Linda J. Stephans, Kristina Van Liew and Erik Oiler, who led a team of nine as part of Merrill Lynch’s Private Banking and Investment Group, a specialized unit for around 150 teams working with ultra-wealthy clients, jumped to Morgan Stanley on Friday, according to registration records with the Securities and Exchange Commission.

Read more…

 

Share:

Subscribe for Updates

Get updated by email when a new article is added.

Related Posts

Diamond Consultants - In the News