Trilogy Capital Adds Morgan Stanley Veteran to San Diego Team
Stephen P. Whitman, a senior Morgan Stanley wealth advisor overseeing $225M in assets, joins Trilogy Capital's expanding San Diego operation.
Trilogy Capital, Inc. has recruited Stephen P. Whitman, a senior vice president and wealth advisor formerly with Morgan Stanley, to bolster its San Diego practice, the Irvine, California-based firm announced. Whitman brings responsibility for approximately $225 million in client assets to the nationally recognized advisory group.
Whitman's background centers on multi-generational financial planning, a specialty that Trilogy Capital indicated aligns with the firm's strategic growth objectives in the San Diego market. His addition represents a continuation of the firm's effort to deepen its advisory bench in Southern California.
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The hire reflects a broader trend of established wirehouse advisors migrating to independent or hybrid registered investment advisory platforms, where they can offer clients a wider range of planning approaches. Trilogy Capital, headquartered in Irvine, has positioned itself as a destination for experienced wealth managers seeking that flexibility.
No financial terms of the arrangement were disclosed. The move adds significant assets under advisement to Trilogy's San Diego footprint as the firm pursues its expansion strategy across the region.
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