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FUNDRAISING NEWS | April 16, 2024

Wells Fargo Snags $1.2B Morgan Stanley Team

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A six-person advisory team from Morgan Stanley, managing approximately $1.2 billion in assets, has transitioned to Wells Fargo. The team, known as the AGR Group, is based in Beverly Hills, California and includes Advisors Lisa Amster, Gerald "Jerry" Gallagher, and Larry Roth, as well as Wealth Managers Michael Blood, Kelly Drinan, and Sammy Elguindi. 

They were previously at Morgan Stanley for about a decade after joining from Barclays Capital in 2014. At Morgan Stanley, they provided a range of services such as advice on corporate stock plans, pre-liquidity planning, risk management, and wealth education. The team will now report to Phil Winterson and Paul Vannuki at Wells Fargo.

Amster, Gallagher, and Roth have extensive experience in the finance industry, with 21, 23, and 22 years respectively. Gallagher and Roth have previously worked together at UBS, Merrill Lynch, and Northern Trust Securities before joining Barclays, where they were joined by Amster. Michael Blood and Kelly Drinan, who have 19 and 20 years of experience respectively, also moved with the group from Barclays to Morgan Stanley. Blood had prior experience at Citigroup Global Markets, and Drinan at Goldman Sachs. Sammy Elguindi is the newest member of the industry, having been at Morgan Stanley since 2016. New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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