 In my view, it’s at least worth investigating whether a change can lead to a better client experience. Greater freedom and more choice, in the end, are good things to bring to a practice.Carrie Gallaway, Lebenthal Wealth Advisors. |
My Move: Morgan Stanley to Independence
Murray Coleman | Financial Advisor IQ, May 2014
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Summary: Financial advisor Carrie Gallaway left Morgan Stanley in March to join Lebenthal Wealth Advisors, a New York-based RIA with more than $2 billion in assets under management. She and her business partner, Andrew Stern, had been with Morgan Stanley and predecessor firms for more than 15 years and managed about $1.2 billion. Lebenthal uses RBC Wealth Management and Pershing as its main custodians, and investment platforms including Envestnet, FolioDynamix and Fortigent.
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