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FUNDRAISING NEWS | September 27, 2024
Tags: Personnel, Financial Advisor Move
Merrill Lynch had a busy week, recruiting a team and two solo advisers managing a total of $1.5B in assets at Morgan Stanley and Wells Fargo Advisors, AdvisorHub reported September 26.
Kevin B. Ou and Michael G. Bahgramian, who managed $700m in assets at Morgan Stanley under the Peninsula Group banner, represented the largest move to Merrill. The Los Angeles-based duo generated $5.4M in annual revenue, according to AdvisorHub.
Merrill also added Los Angeles-based Elana Ginsburg to its private wealth management unit. Ginsburg managed $660M in assets and generated $2.3M in yearly revenue, according to the publication.
In Miami, Merrill recruited Jeremy Burch, who produced $2.2M in annual revenue on $200M in client assets, AdvisorHub reported.
Written By: Dakota
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