Morgan Stanley Restructures Wealth Management Roles. Lumia, Turner, and Shalett Add Responsibilities

Morgan Stanley Restructures Wealth Management Roles. Lumia, Turner, and Shalett Add Responsibilities

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Morgan Stanley reorganized its wealth management executive ranks and elevated key talent, marking the latest shifts in responsibilities after the company named a new CEO last year. Jed Finn, who recently became head of Morgan Stanley Wealth Management, said in a memo to staff Wednesday that the…

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