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Opal Wealth Advisors’ Jesse Giordano Named to Forbes 2019 Best-in-State Wealth Advisors List in New York
Read MoreOpal Wealth Advisors, a registered investment advisory firm, today announced that Jesse Giordano, CFP®, co-founder and principal, has been recognized as a 2019 Best-In-State Wealth Advisor by Forbes. The list honors over 3,000 top advisors across the country…
Please see: This ranking was provided in February 2019 by Forbes and SHOOK Research. Opal Wealth Advisors did not pay any compensation or fee to be considered for or receive the ranking.
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Should Your Firm Hire a Life Coach?
Read MoreWhat are your goals? Jesse Giordano, an advisor and one of the founders of Opal Wealth Advisors, hates that question. He feels like it puts him on the spot—as if he must come up with the perfect answer. Consequently, he doesn’t like asking clients either. When he does ask, they often respond with “just make me money.” But…
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Ex-Morgan Stanley Execs Launch New Jericho Firm
Read MoreA team of former Morgan Stanley executives have launched a new financial advisory firm in Jericho. The new company, Opal Wealth Advisors, is headed by Lee Korn, Jesse Giordano and Joseph Filosa, who were formerly members of the 360 Group at Morgan Stanley, according to a company statement. Opal Wealth Advisors, which officially opened for…
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$650M Morgan Stanley Team Leaves to Form RIA
Read MoreA group of veteran Morgan Stanley financial advisors with about $650 million in assets has gone independent and formed its own registered investment advisory firm. The former 360 Group is now doing business as Opal Wealth Advisors in Jericho, New York (on Long Island). It includes Lee A. Korn; Jesse Giordano, CFP; Joseph N Filosa, CFP;…
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$650M Team Ditches Morgan Stanley for Independence
Read MoreMorgan Stanley has lost a $650 million team as advisors Lee Korn, Jesse Giordano, Joseph Filosa and their team go independent—and leverage a life coach to boost their holistic financial planning offering. The ability to build a more client-centric culture was a big motivator for the move, firm cofounder Giordano says.
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Morgan Stanley Loses Brokers Producing $6 Mln-Plus to RBC and a New RIA
Read MoreIn a sign that advisors may be gaining more confidence about steering their way out of firms that have left the Protocol for Broker Recruiting, a multi-million-dollar Morgan Stanley producer in New York City and a four-advisor team in Long Island overseeing some $650 million of client assets left the wirehouse last Friday.
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Large $650M Morgan Stanley FA Team Goes Indie
Read MoreA team of financial advisors has left Morgan Stanley to launch their own RIA, the new company says. Jericho, N.Y.-based Opal Wealth Advisors, founded by Lee Korn, Jesse Giordano and Joseph Filosa, offers financial planning, investment management, performance coaching and estate, business and tax planning, according to a press release from Opal.
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Team Managing $650 Million at Morgan Stanley Goes RIA on Long Island
Read MoreAdvisers who worked as the 360 Group and managed $650 million at Morgan Stanley in Great Neck, N.Y., have formed Opal Wealth Advisors, a registered investment adviser with offices in Jericho, N.Y. Both communities are Long Island suburbs of New York City. The firm will use Schwab as its custodian and Purshe Kaplan Sterling as its…
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Morgan Stanley Group Managing $650 Million Founds New RIA
Read MoreFormerly known as The 360 Group while at the wirehouse, members of the firm said Thursday they parted ways with the brokerage and founded Opal Wealth Advisors. Lee Korn, Jesse Giordano and Joseph Filosa are the three founders and advisors of the eight-person group that previously managed $650 million. The group works with a variety…
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$650m Morgan Stanley Team Breaks Away to Launch RIA
Read MoreThe wirehouse trio of Lee Korn, Jesse Giordano and Joseph Filosa has founded Opal Wealth Advisors. A Long Island team of Morgan Stanley advisors managing $650 million has broken away to hang up its own shingle as an independent hybrid RIA.