People Moves

Morgan Stanley Nabs Advisors From Wells Fargo, JP Morgan

Eliane Chavagnon Reporter 6 February 2013

Morgan Stanley Nabs Advisors From Wells Fargo, JP Morgan

Morgan Stanley Wealth Management has confirmed that it has hired a financial advisor from Wells Fargo and an advisory team from JP Morgan, in Pueblo, CO, and New York respectively.

Calvin Mason joins the Pueblo office from Wells Fargo and reports to complex manager Thomas Octigan. Mason has a production of $1,426,000 and previously oversaw $144 million in assets.

Meanwhile, the Sheresky/Samsen Group - comprised of Steven Sheresky, Jeffrey Sheresky and Jeffrey Samsen - joins Morgan Stanley’s Midtown Manhattan complex from JP Morgan, where they previously had $290 million in assets. The trio reports to complex manager Ben Firestein.

Jeff Sheresky and Steve Sheresky started working at Bear Stearns Private Client Services (now JP Morgan Securities) in 1984. They both have 28 years of industry experience. Jeff Samsen joined Bear Stearns Private Client Services in 1986 and has 26 years of experience.

In related news, last month Morgan Stanley Wealth Management added three advisors from Merrill Lynch and UBS in New Jersey.

 

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