Morgan Stanley Private Wealth Management announced today that it has hired a team of three to serve high net worth clients in the Native American market.
The team will be based in Los Angeles and includes two Investment Representatives: Vice President Bernard Machlovitch and Vice President Hans Maentz, and Sales Associate Monica Aguilera. They join from Lehman Brothers and report to Todd Locicero, Regional Manager of the Private Wealth Management office in Los Angeles.
"We are extremely pleased that this team, who has built a very successful and comprehensive wealth management practice focused almost exclusively on Native American Tribes, has decided to join Morgan Stanley," said Mr. Locicero. "Morgan Stanley Private Wealth Management is committed to further developing our coverage of Native American Investment solutions and Bernard and Hans will be critical to leading our efforts."
Mr. Machlovitch began his career at Lehman Brothers in 2002. He holds a B.A. from McGill University and an M.B.A from the University of Southern California Marshall School of Business. Mr. Machlovitch also earned a graduate degree in Sports Administration from Concordia University.
Mr. Maentz also began his career in 2002 with Lehman Brothers. He earned a B.A. from Cornell University and an M.B.A from the University of Southern California Marshall School of Business. Prior to attending graduate school, Mr. Maentz was the Director of Major Gifts for the Hill School in Pennsylvania.
Ms. Aguilera holds a B.A. from Loyola Marymount University. Prior to joining Lehman Brothers, she worked at Wells Fargo.
Morgan Stanley Private Wealth Management provides a range of investment and private banking services to ultra-high net worth individuals, families and related institutions in the United States, Latin America, Europe, the Middle East and Asia.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 600 offices in 33 countries. For further information about Morgan Stanley, please visit www.morganstanley.com.
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