Morgan Stanley

Morgan Stanley Opens Additional Miami Office Dedicated to Latin American Wealth Management

Jun 13, 2016

New York —

Morgan Stanley today announced that it has opened a third Miami office dedicated to serving clients residing in Latin America.

The office, located at 1111 Brickell Avenue, Suite 1400, oversees nearly $7 billion in assets under management.  It is staffed by 13 teams of International Client Advisors (ICAs), most of whom joined Morgan Stanley from Credit Suisse, which formerly occupied the site.  The office employs 61 people in total, including 22 client advisors.

The office reports to Miami Complex Manager Kevin McCarty and is supervised by Branch Manager Cristian Gonzalez Lami, who has over 20 years of experience in the wealth management industry, most recently at Credit Suisse, where he headed the Miami private banking office.  He began his career at Citi and worked in his home country of Argentina for Deutsche Bank.

This is Morgan Stanley’s third office in Miami dedicated to serving the wealth management needs of clients who reside outside the U.S.  The other offices are located at 200 South Biscayne Blvd., Suite 5100, and 201 South Biscayne Blvd., Suite 2000.

James Jesse, Head of International Wealth Management, said, “We are pleased to launch this latest office dedicated to meeting the offshore wealth management needs of Latin American clients.  Our International Client Advisors specialize in serving this market, which presents a significant opportunity for growth.  We look forward to further expansion in this office as well as the introduction of significant new resources to meet the needs of our non-resident clients.”

Morgan Stanley (NYSE: MS) is a leading global financial services firm that provides investment banking, securities, wealth management and investment management services.  With offices in more than 43 countries, the Firm’s employees serve a worldwide clientele of corporations, governments, institutions and individuals.  Morgan Stanley’s Wealth Management division oversees approximately $2 trillion in client assets, including over $90 billion in assets under management for nonresident clients as of December, 2015. To learn more, visit

Operating within Wealth Management, Morgan Stanley International Wealth Management (IWM) offers a highly specialized set of capabilities to help address the unique financial needs of clients residing outside the United States.  With over 400 International Client Advisors working out of over 12 International Wealth Offices, IWM maintains a presence in major banking and financial centers to serve more than 140,000 families from over 60 countries across the Americas, Europe, Asia and the Middle East.

Morgan Stanley IWM clients include some of the world’s most prominent and successful individuals and families.  They have diverse goals, complex challenges and an exceptional range of personal and cultural preferences.  Some are entrepreneurs whose wealth is closely tied to the companies they founded, and others are executives whose companies Morgan Stanley has helped take public.  The goal is to help each client navigate the complexities of managing significant wealth and pursue the goals they have set for themselves, their families and their communities.

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