Morgan Stanley Group Managing $650 Million Founds New RIA
Formerly known as The 360 Group while at the wirehouse, members of the firm said Thursday they parted ways with the brokerage and founded Opal Wealth Advisors. Lee Korn, Jesse Giordano and Joseph Filosa are the three founders and advisors of the eight-person group that previously managed $650 million. But the largest wealth managers, including Morgan Stanley,…
This article is available to Insider Pro subscribers only.Sign in or register to be an Insider Pro and access ALL LOCKED articles.
Rep. Serrano Leads Letter Condemning Most Recent Efforts by Trump Administration to Undermine Puerto Rico Recovery Efforts
Advisor News
Annuity News
Health/Employee Benefits News
Life Insurance News