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FUNDRAISING NEWS | February 04, 2025

Morgan Stanley Welcomes Zelin Group from Merrill Lynch

Tags: Financial Advisor Move, Mergers / Acquisitions

Morgan Stanley Wealth Management announced the recruitment of New York-based Zelin Group, which previously managed $700 million, from Merrill Lynch.

The team is led by founder Jonathan Zelin and includes advisors James Mengouchian, Colin Obsitnik, Jamie B. Goldgrub, and Shivam Jingen. Also joining in the move are client associates Joseph Marino and Christopher Oliveira.

Zelin Group marks the second advisor transition to Morgan Stanley, following a Bloomfield Hills, MI, team led by Jeffrey Gambis, who also moved from Merrill Lynch, as reported by Dakota on November 18, 2024.

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Written By: Dakota

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