1. Big-name wealth team quietly leaves Merrill
- Author
-
Magin, Janis L.
- Subjects
Morgan Stanley -- Cases ,Merrill Lynch & Company Inc. -- Appointments, resignations and dismissals ,Financial planners -- Appointments, resignations and dismissals ,Financial planners -- Cases ,Securities industry -- Appointments, resignations and dismissals ,Securities industry -- Cases ,Banking industry -- Cases ,Securities industry ,Banking industry ,Company legal issue ,Business ,Business, regional - Abstract
Merrill Lynch has announced that Carl Choy, Lynne Kinney and Ronald Wo of The Chong Kinney Wo Group were no longer with the company. The wealth management team, who left Morgan Stanley on October 10, 2008 for Merrill Lynch, has managed 1,200 clients with assets of more than $900 million. Details of lawsuit filed by Morgan Stanley against the group are also discussed.
- Published
- 2009