Morgan Stanley Smith Barney has recruited seven financial advisors. According to MSSB, Steven Foote and John Moran joined in New York from independent shop Ingalls & Snyder last Thursday, January 13. The pair previously oversaw $300 million of client assets and generated $2.5 million in annual production.
Robin Krasny and Mark Lewis also joined MSSB in New York. The pair previously oversaw $310 million in client assets at UBS and generated $1.7 million in annual fees and commissions, according to MSSB. Also from UBS, Craig Greenberg and Joseph McDermott joined the firm in Mount Kisco, New York. They previously generated $1.1 million in production on $144 million of client assets. They all joined Friday, January 14.
And Adam Leapley joined MSSB in Westport, Connecticut, also on Jan. 14, from Chase Investment Services, a unit of JP Morgan Chase, according to MSSB. Leapley previously generated $1.35 million in annual fees and commissions and oversaw $205 million in client assets.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access