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Independent advisory firm launches in Massachusetts with $650m in assets

Published: November 20, 2023

Two advisors previously affiliated with Morgan Stanley have set up an independent advisory firm in Massachusetts.

Source: investmentnews.com

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United StatesRichard LofgrenAnnemarie DalyClairea SmithHenry WheelwrightChristopher GriffithAllyson CellucciGoldman SachsGriffith Wheelwright Group Under Morgan StanleyMorgan StanleyGoldman Sachs Advisor SolutionsStablepoint PartnersGriffith Wheelwright Group