Trilogy Capital Adds Morgan Stanley Veteran to San Diego Team
Stephen P. Whitman, a senior Morgan Stanley wealth advisor overseeing $225M in assets, joins Trilogy Capital's expanding San Diego practice.
Trilogy Capital, Inc. has recruited Stephen P. Whitman, a senior vice president and wealth advisor formerly with Morgan Stanley, to bolster its San Diego operation, the Irvine, California-based firm announced. Whitman brings responsibility for approximately $225 million in client assets to the nationally recognized registered investment advisory firm.
Whitman's hire underscores a broader industry trend of experienced wirehouse advisors migrating to independent or hybrid RIA platforms, where they typically gain greater flexibility in product selection and fee structures. Trilogy Capital, which describes itself as a nationally recognized firm, appears to be leveraging that dynamic to deepen its Southern California footprint.
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Whitman's professional profile centers on multi-generational wealth planning, a specialization that addresses the complex financial and estate-planning needs of families transferring wealth across generations. That expertise aligns with the demands of San Diego's affluent coastal market, where high-net-worth households increasingly seek comprehensive advisory relationships beyond transactional investment management.
The addition of a senior producer managing more than $200 million in assets represents a meaningful step for Trilogy's San Diego team, signaling the firm's intent to compete directly with larger wirehouses for established client relationships in one of California's fastest-growing wealth management markets.
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