Morgan Stanley said Monday that it recently recruited an advisor team from UBS and an advisor from Credit Suisse. The combined production of the three new Morgan Stanley Smith Barney advisors is close to $3 million.
Richard Jenkin and Thomas Ferrante joined MSSB’s office in Jericho, N.Y., from UBS. The team, which has total trailing-12-month fees and commissions of $1.33 million and assets under management of about $210 million, now reports to Jeffrey Reiss, the North Shore complex manager.
Patricia Glass, formerly with Credit Suisse, joined MSSB’s Park Central Branch-Midtown Complex as a senior vice president.
Glass was considered a top producer at Credit Suisse’s New York office and one of Credit Suisse Private Banking USA’s most successful female advisors, according to Morgan Stanley, with more than $1.6 million in yearly fees and commissions. She will now report to branch manager David Turetzky.