NEW YORK - (Business Wire) Morgan Stanley Private Wealth Management announced today that it has hired a team of six investment professionals to serve ultra high net worth families in Latin America, with a focus on Venezuela, Chile, Colombia, Peru, Bolivia and Mexico. Based in New York, the team includes three Private Wealth Advisors: Executive Director Maria C. Lipton, Executive Director Juan Larrain and Executive Director Pablo Granja. They will be joined by Vice President Lisa Markowitz, Vice President Helena Astor, and Tatiana Dominguez. They join from UBS and will report to Fabian Onetti, Managing Director, Morgan Stanley Private Wealth Management.
“We are delighted that this very successful team with extensive knowledge of the Latin American region has decided to join Morgan Stanley Private Wealth Management,” said Mr. Onetti. “Morgan Stanley Private Wealth Management is committed to capitalizing on the attractive growth opportunities that we see in the region and this team will be critical to our efforts.”
Ernesto de la Fe, Managing Director and Regional Head of Latin America for Morgan Stanley Private Wealth Management added, “We are deeply committed to the Latin American ultra high net worth market, and welcome this team to help further expand our presence and initiatives in the region.”
Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC, provides a range of investment and private banking services to ultra-high net worth individuals, families and related institutions in the United States, Latin America, Europe, the Middle East and Asia.
Morgan Stanley Smith Barney, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services.
Investments and services offered through Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney, member SIPC.
Morgan Stanley Private Wealth Management
Christy Pollak, 914-225-6827
Media Relations
