QP Wealth Featured on CityWire’s Biggest RIA Deals in July
Featured on CityWire USA on August 1, 2019
$215m Morgan Stanley team launches New Jersey RIA
Four former Morgan Stanley employees broke away from the wirehouse in July to set up a new RIA in Eatontown, New Jersey. The employees, who managed a pooled $215 million in client assets, joined forces to start QP Wealth Management.
Advisors James Lloyd, Thomas Leidner, Lisa Heerwagen, and director of client services, Whitney Struble make up the four-person team of the new RIA. Lloyd will spearhead the team as chief executive and co-CIO of the firm.