Trilogy Capital Appoints Former Morgan Stanley Advisor Stephen P. Whitman to San Diego Team
Trilogy Capital, Inc. has announced the appointment of Stephen P. Whitman as Senior Vice President of Wealth Management in its San Diego office. Whitman joins the firm from Morgan Stanley, bringing over 40 years of experience and approximately $225 million in managed client assets to Trilogy's growing practice. Whitman will collaborate with existing senior advisors Windus Fernandez Brinkkord and Gary Sussman to provide multi-generational financial strategies, investment management, and tax preparation. The move aligns with Trilogy's strategic focus on expanding its advisory capabilities through high-level talent acquisition and building collaborative, enterprise-value-driven teams.
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Topics: Hiring Personnel Change Wealth Management