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Industry Spotlight > Broker Dealers

Merrill Lands $2.2B Morgan Stanley Team

By Dinah Wisenberg Brin

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The wealth advisory team of James Oberheide and Brandon Schlesinger, who managed $2.2 billion in client assets at Morgan Stanley, joined competitor Merrill Private Wealth Management on Thursday.

The Oberheide-Schlesinger Group, founded in 2007 and supported by Dana Carbonneau and Kathryn Krauskopf, works from Chicago and Charlotte, North Carolina, according to Merrill.

Oberheide brings over 30 years of experience, including more than 17 with Morgan Stanley, according to the Financial Industry Regulatory Authority’s BrokerCheck database. Schlesinger has been registered with Morgan Stanley for nearly 19 years, according to BrokerCheck, although his LinkedIn profile indicates he was with the firm for 21 years.

Oberheide’s LinkedIn profile, which hasn’t been updated to reflect the move, indicates he was a Morgan Stanley Private Wealth Management managing director and private wealth advisor leading the team in advising affluent families on managing significant wealth.

In recent weeks, Merrill also welcomed Richard Marr and Shaheen Soltankhah based in the firm’s Kingston, New York, office and supported by wealth management specialist Marissa Interrante, from Wells Fargo, with $300 million in client assets.

Also joining Merrill recently, from Stifel, is Peter Scudner, based in the company’s Lancaster, Pennsylvania, office, managing $220 million in client assets.

Photo: Shutterstock

Dinah Wisenberg Brin

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