![]() ![]() More than 20 branch and complex managers left MSSB since last summer's merger between the retail brokerage businesses of Morgan Stanley and Citigroup's Smith Barney. MSSB is searching for a replacement for Gallagher, who was a non-producing manager there. broker force shrank 3 percent in this year's first quarter and more than 30 percent in the past few years. UBS has said it's resumed hiring financial advisors on a "selective" basis, after its U.S. LLC 1300 Thames Street Baltimore, MD 21231 Tel: +1 4 Fax: +1 6 BOSTON Morgan Stanley & Co. Real Estate Investing 100 Terminus 3280 Peachtree Rd, NE, 20th Floor, Atlanta, GA 30305 Tel: +1 4 BALTIMORE Morgan Stanley & Co. Meanwhile, Investment News reports UBS Wealth Management Americas hired Daniel Gallagher from Morgan Stanley Smith Barney to oversee a midtown Manhattan branch formerly run by Bob Lee. Inner-City Scholarship Fund, which provides tuition assistance to underprivileged children attending Catholic schools in the Archdiocese of New York. New York, NY 10036 Tel: +1 2 ATLANTA Morgan Stanley U.S. Merrill reportedly tapped Georgia branch manager Tony Kurlas to fill the northern Florida slot vacated by Isaacs. Isaacs comes from Merrill Lynch where he recently served as complex manager in Jacksonville, but had worked for Merrill in New York many years before that according to Investment News. Ron Lieber, a money columnist at TheNew York Times and author of The Opposite of Spoiled, recommends encouraging kids to divide their allowance into three buckets saving, spending and giving. ![]() ![]() Isaacs recently succeeded Richard Frick as New York City market manager responsible for seven private-client branches in Manhattan with 246 brokers and about $21 billion in client assets. Many wealth managers in the New York area are working under new branch chiefs following recent changes in local management made by three of the big four retail brokerage houses.Īt Wells Fargo Advisors, Thomas R. ![]()
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