Barrons.com
Morgan Stanley Team With $1 Billion Exits to Join Rockefeller
An advisor team that oversaw approximately $1 billion in client assets left Morgan Stanley to join rival Rockefeller Capital Management, which has been aggressively recruiting advisors in recent years. The five-person team, which calls itself The Puget Sound Group, joined Rockefeller in Olympia, Wash. It comprises advisors Nick Paget, Nicole Schafer, and Forrest St. John Kim. Also moving are operations manager Karen Henderson and financial planning analyst Tor Fanning.