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.
