In the News

Opal Wealth Advisors’ Jesse Giordano Named to Forbes 2019 Best-in-State Wealth Advisors List in New York

Opal 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... more

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Should Your Firm Hire a Life Coach?

What 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… more

Ex-Morgan Stanley Execs Launch New Jericho Firm

A 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… more

$650M Morgan Stanley Team Leaves to Form RIA

A 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,… more

$650M Team Ditches Morgan Stanley for Independence

Morgan 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… more

Morgan Stanley Loses Brokers Producing $6 Mln-Plus to RBC and a New RIA

In 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… more

Large $650M Morgan Stanley FA Team Goes Indie

A 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… more

Team Managing $650 Million at Morgan Stanley Goes RIA on Long Island

Advisers 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… more

Morgan Stanley Group Managing $650 Million Founds New RIA

Formerly 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… more

$650m Morgan Stanley Team Breaks Away to Launch RIA

The 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… more