People Moves
Wells Fargo Advisors Recruits $1 Billion Former Morgan Stanley Team In NY
Wells Fargo Advisors has hired a New York-based team of financial advisors with more than $1 billion in client assets and a combined production of $5.8 million.
The Alpert Group joined Wells
Fargo in Woodbury, NY, on September 27 after leaving Morgan
Stanley Wealth Management.
The team
includes Robert Alpert, Charles Ladenheim, Robert Fusaro and
Michael Montuori.
Five
client associates - Lisa Alpert, Ann-Marie Iovino, Mary Anne
Leap, Kathleen
LoBello and Caroline Roman - complete the Alpert Group team.
In other recent news, Danny Ludeman is to retire as head of
WFA
and will
be succeeded in this role on January 1, 2014, by Mary Mack, who
currently serves as head of
the Wells Fargo Advisors Financial Services Group.
