Lebenthal Wealth Advisors, the 5-month-old wealth management firm with a famous name but zero assets, has received a major jumpstart with the arrival of a $1.2 billion breakaway Morgan Stanley team.
Carrie Gallaway, 37, and Andrew Stern, 38, joined Lebenthal as partners with an equity stake. They were part of the high-powered Sorenson Group at Morgan Stanley in New York.
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