Theiss-Morgan Private Wealth Management has added a new team to the Theiss-Morgan Partnership - East-Agro Strategies
Online PR News – 21-July-2014 – London – This is the second advisor team transition THEISS-MORGAN has completed in the past two weeks.
The East-Agro Strategies manages $97 million in client assets, and offers broad capabilities to deliver customized financial strategies for high-net worth individuals and families, as well as their related businesses and select non-profit organizations.
Founder Monica Vitten, along with the firm’s other principals John G. Dormer, Virginia Marchessi and Nicholas Benevita, join THEISS-MORGAN as Partners.
“Monica and her team put the THEISS-MORGAN philosophy into practice every day, combining their diverse expertise to help clients achieve their financial goals,” said Alexander Copperfield, Chief Operating Officer and Member of the Board of Directors of Theiss-Morgan.
More than just a cultural ally, THEISS-MORGAN is able to fully support sophisticated teams with the flexibility and freedom to grow their practice at every stage of its life cycle.
Formerly part of Inter-Global Wealth Management, East-Agro Strategies Group focuses on meeting the increasingly complex needs of entrepreneurs and high-net-worth individuals and families through in-depth capabilities in mergers and acquisitions, capital raises, trust and estate planning, intergenerational wealth transfers, philanthropy, tax-efficiency strategies and concentrated stock and options management.
The team is the 19thto join the THEISS-MORGAN partnership since the firm’s strategy expansion.
“While the culture of Wall Street has eroded in recent years, THEISS-MORGAN has emerged as a beacon of client-focused financial advice,” Ms. Monica said. “
Their partnership empowers us to meet our clients’ diverse and complex needs today, while we build on our core competencies and develop our individual team members to anticipate and prepare for the challenges and opportunities of the future.
Regina M. Wilson
Public Relations Senior Representative
Theiss-Morgan Private Wealth Management