Joe Miller Joins Ballast Rock Private Wealth as a Wealth Advisor [Yahoo! Finance]
Morgan Stanley (MS)
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Source: Yahoo! Finance
CHARLESTON, SC / ACCESSWIRE / September 19, 2024 / Ballast Rock Private Wealth ("BRPW"), an independent registered investment advisor that provides holistic financial advice to its clients today announced the expansion of its team with the addition of Joe Miller, who joins the firm as a Wealth Advisor based in New Canaan, CT. With a strong background serving high and ultra-high-net-worth individuals and family office clients, Joe also brings considerable expertise in fixed income and alternative investments, having spent 20 years in High Yield and Distressed corporate credit including Bank Debt and Reorganized Equity. At BRPW, he will work with clients on comprehensive wealth management strategies, including tax mitigation, leveraging trusts, generational asset transfer and philanthropy, among others. "Joe is a wonderful addition to our team," said Ballast Rock Private Wealth CEO Andrew Mescon. "Given Joe's institutional experience, his background and knowledge fit well
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MS
Earnings
- 7/16/24 - Beat
MS
Sec Filings
- 9/19/24 - Form 424B2
- 9/19/24 - Form 424B2
- 9/19/24 - Form 424B2
- MS's page on the SEC website