A four-adviser team managing $650 million at Morgan Stanley in New York City has joined RBC Wealth Management’s midtown Manhattan branch.
The Sheresky-Samsen Group is led by Steve Sheresky and Jeff Samsen, each of whom has more than 30 years of industry experience.
Sheresky joined J.P. Morgan Securities in 1985, and Samsen joined in 1986. They moved to Morgan Stanley in 2013.
Two advisers and two administrative personnel round out the team.
The Cincinatti firm reportedly missed multiple signs that the errant advisor misappropriated $728k from clients to fund his gambling, pay personal expenses, and repay other investors.
“There was also cash moving off the sidelines,” one Merrill executive noted.
Wealth managers watch as Apple and NVDA battle it out for the title of the world's largest company.
The PE-backed wealth giant is welcoming the veteran with over 20 years of experience to help lead its next phase of growth.
Broadridge industry survey unpacks sentiments and gaps around active ETFs, alts, indexing solutions, and AI adoption.
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