People Moves

Merrill Lynch Recruits Former Morgan Stanley Team In NYC

Eliane Chavagnon Editor - Family Wealth Report May 20, 2015

Merrill Lynch Recruits Former Morgan Stanley Team In NYC

Merrill Lynch has lured a high-performing team from Morgan Stanley in New York City.

John Mirsepahi and his team, The J M Group, have joined Merrill Lynch's flagship Rockefeller Center office in New York City from Morgan Stanley.

Mirsepahi has been appointed as a managing director and senior portfolio manager and brings with him Matthew Cali as a first vice president; Matthew Zamora as an investment analyst; and Joanne Zaman as a client associate.

He will report to complex director Michael Simonds.

The J M Group advises on equity and fixed income investments, liability management, professional money managers and alternative investments for the ultra high net worth, high net worth and family office market. 

Its production was approximately $4 million last year, Merrill Lynch said.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes