Lebenthal Wealth Advisors announced today that the Gallaway Stern Group has joined the firm from Morgan Stanley.
Principals Carrie S. Gallaway and Andrew L. Stern manage approximately $1.2 billion in high-net-worth individuals' and families’ assets. They join Lebenthal as managing directors.
Gallaway focuses on creating customized investment strategies that include asset allocation and portfolio construction. Stern specializes in investment management, planning strategies and wealth transfer. They were at Morgan Stanley for 15 and 17 years, respectively.
In addition, their team includes Jimmy Janeczek, Leigh Moglia and Alexander Tuason, as vice presidents of wealth management.
“One of the key motivators for our move was to find an organization that would truly help us provide the best unconflicted service to our clients,” said Carrie Gallaway. “The ability to chose among a number of custodians and providers offered by Lebenthal, empowers us to present to our clients the choice and competitive pricing they deserve and expect from us.”