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ON THE MOVE-Morgan Stanley adds $5.5 billion 401(k)team from UBS |...
www.reuters.com
Morgan Stanley recruited a veteran brokerage team from UBS AG that specializes in retirement plan services and oversees more than $5.5 billion of client assets...
A SoCal Summit | National Association of Plan Advisors
www.napa-net.org
Levine was joined by Fidelis Fiduciary Management CEO W. Michael Montgomery and Marc Roggenkamp, Institutional Consulting Director, Graystone Consulting, Morgan Stanley. “To say that ERISA is a well-drafted law — not so much,” said Levine.
The biggest adviser moves of InvestmentNews
www.investmentnews.com
Venuti, Bryan Mountain, Marc Roggenkamp Assets Under Management: $5.5 billion Firm Joining: Morgan Stanley Wealth Management Firm Leaving: UBS ...
The 10 biggest adviser moves of the first quarter
www.investmentnews.com
Adviser(s): J. Larry Mills, Christopher G. Venuti, Bryan Mountain, Marc Roggenkamp Firm Joining: Morgan Stanley Wealth Management Previous Assets Under ... › ...
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