trending Market Intelligence /marketintelligence/en/news-insights/trending/2fPZjO6qnOQNIaS6FIFPmA2 content esgSubNav
In This List

Chief administration officer for Morgan Stanley's wealth management division retires

Podcast

Street Talk | Episode 98: Regulatory scrutiny having cooling effect on community bank M&A

Blog

Insight Weekly: M&A outlook; US community bank margins; green hydrogen players' EU expansion

Podcast

Street Talk | Episode 97: Recessionary fears still keeping bank investors on the sidelines

Blog

Making sanctions effective: Key themes for banks


Chief administration officer for Morgan Stanley's wealth management division retires

Lisa Golia, chief administrative officer for 's wealth management division,has retired, Reuters reported April 27, citing an internal company memo.

Barry Goldstein, COO for the company's field organization, andJed Finn, COO for wealth management, will share Golia's responsibilities.

Morgan Stanley named Andy Saperstein and Shelley O'Connor co-headsof wealth management division after the departure of Greg Fleming in January. RajDhanda, former head of investment products and services for the division, and SaraFurber, who led institutional businesses within the retail brokerage, also leftthe firm earlier this year, the news outlet reported.