Morgan Stanley has recruited advisors managing more than $650 million in combined assets and generating nearly $7 million in annual revenue.
In the largest of four moves, Morgan picked up two New York-based advisors from Neuberger Berman on September 15, according to a spokesperson for the firm. Advisors Joseph Stein, Jr., and his son, Jeffrey, managed $320 million in assets and had a combined production of more than $3.5 million while at their previous employer. Father and son report to Ben Firestein, a complex manager for Morgan.
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