Who's News
On Wall Street, June, 2007
WIREHOUSES
Sheila F. Klehm, a $5.5 million producer, has left J.P. Morgan Securities' private bank after 18 years to join Morgan Stanley's ultra-high-net-worth office in New York. She oversaw $1.4 billion in assets.
Michael Brathwaite, Frank A. Calderone and Charles P. Massimi have left UBS Financial Services in White Plains, N.Y., for Morgan Stanley's office in Purchase, N.Y. The team members had a combined production of $2.8 million per year on $279 million in client assets.
Robert J. Labriola and Peter W. Maloney, from Smith Barney in New York, have also joined Morgan Stanley's Purchase, N.Y., office. Labriola and Maloney grossed $2.6 million combined and supervised assets of $264 million.
William Mark Heiden, who grossed $1.5 million in the...
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