Executive Moves
Ex-Morgan Stanley FA Stops Trying to ‘Move Big Boulders’ over ‘Tiny Glacier’
After nine years at Morgan Stanley, advisor Todd Sherman left last week to join Raymond James’ employee channel. At the wirehouse, his Mount Laurel, N.J.-based team managed more than $460 million and produced annual revenue of about $5 million. Also taking part in the move are his partners Jason Sobin,…
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