The wealth advisory crew of James Oberheide and Brandon Schlesinger, who managed $2.2 billion in consumer property at Morgan Stanley, joined competitor Merrill Personal Wealth Administration on Thursday.
The Oberheide-Schlesinger Group, based in 2007 and supported by Dana Carbonneau and Kathryn Krauskopf, works from Chicago and Charlotte, North Carolina, in accordance with Merrill.
Oberheide brings over 30 years of expertise, together with greater than 17 with Morgan Stanley, in accordance with the Monetary Trade Regulatory Authority’s BrokerCheck database. Schlesinger has been registered with Morgan Stanley for practically 19 years, in accordance with BrokerCheck, though his LinkedIn profile signifies he was with the agency for 21 years.
Oberheide’s LinkedIn profile, which hasn’t been up to date to replicate the transfer, signifies he was a Morgan Stanley Personal Wealth Administration managing director and personal wealth advisor main the crew in advising prosperous households on managing important wealth.
