Morgan Stanley Private Wealth Management announced today that it has hired a team of four investment professionals to serve ultra-high net worth clients in Venezuela and Colombia.
Based in Miami, the team includes two Private Wealth Advisors: Executive Director Luis Miguel Gonzalez Ocque and Vice President Alan Shlesinger. They will be joined by Vice President Christina Arguelles and Client Sales Associate Eduardo Alvarez who will support the team. They join from Barclays Wealth and report to Adriana Pineiro, Executive Director and Regional Sales Manager, Morgan Stanley Private Wealth Management.
"We are delighted that this successful team with extensive knowledge of the Latin American region has decided to join Morgan Stanley Private Wealth Management," said Ms. Pineiro. "We are committed to capitalizing on the growth opportunities that we see in the region and this team will further enhance our efforts."
Mr. Gonzalez Ocque began his career at American Express in 1999 as an Analyst. Prior to joining Barclays Wealth, he spent 8 years with Lehman Brothers as Vice President. He holds a B.S. in Administration and International Business from Lynn University, Boca Raton, FL.
Mr. Shlesinger joined Barclays Wealth in 2008. Prior to that, he worked at Lehman Brothers for 2 years as an Investment Representative. Mr. Shlesinger also worked as a proprietary trader with Generic Trading. He holds a B.S. from Bentley College.
Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC, 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 Smith Barney, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services.
Investments and services offered through Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney, member SIPC.
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