A five-woman advisory team managing $335 million at Morgan Stanley has joined Janney Montgomery Scott in Berwyn, Pennsylvania. Known as The Dupre Keating Group, the team also will maintain a presence at Janney’s Lewes, Delaware, office.
Led by Dawn Dupre and Megan Keating, team advisers include Mary Anne Perrone and Sarah Smith, as well as Kathleen Fisher, a longtime associate.
Ms. Dupre began her securities career in 1993 at Capital Brokerage Corp. She worked at five firms before joining Morgan Stanley in 2013.
Ms. Keating began her career in 2001 at Merrill Lynch. She joined Morgan Stanley in 2009.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
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