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Financial Planning

Morgan Stanley Investment Management Announces U.S. Wealth Leadership Group

Morgan Stanley Investment Management has announced the creation of the Morgan Stanley Investment Management U.S. Wealth Leadership Group

Morgan Stanley Investment Management has announced the creation of the Morgan Stanley Investment Management U.S. Wealth Leadership Group, a team of seasoned professionals who will advance the U.S. intermediary business by leveraging their considerable expertise across channels and strategies on behalf of clients. As part of this leadership group, A.J. Leimenstoll and David Michaud will serve as Co-Heads of North America Intermediary Sales.

“We are well-positioned to benefit from the deep experience and expertise that exists across our sales organization. This structure enhances our ability to effectively and efficiently develop, manage and deliver the complex investing solutions our clients need,” said Matt Witkos, Managing Director, Head of North America sales for Morgan Stanley Investment Management. “By collaborating across channels, strategies and disciplines, this leadership team allows us to best serve advisors, professional buyers, clients and consultants by optimizing how we deliver the full range of investment strategies representing all brands, funds, separate accounts and private offerings.

A.J. Leimenstoll, Managing Director, Co-Head of U.S. Intermediary Sales, will assume responsibility for Relationship Management and home office strategy, the Wealth Strategies Group and the Advisor Institute. Dave Michaud, Managing Director, Co-Head of U.S. Intermediary Sales, will assume responsibility for all field sales including internal and external wholesaling for the IFI, Wirehouse and RIA Channels.

“Bringing A.J. and Dave together to lead the intermediary channel is a win for our clients and for our sales organization,” said Mr. Witkos. “A.J.’s considerable sales expertise combined with his deep knowledge of the asset management business positions him for immediate success,” said Mr. Witkos. “Under his leadership we will continue to work with home offices to deliver sophisticated investing solutions to investors, while helping advisors build and advance their businesses.”

“Dave’s track record of success working with our sales force across business lines makes him an ideal choice to guide us forward,” said Mr. Witkos. “He understands the intricacies of our expanded business, our extensive investment capabilities and how to deliver sophisticated investment solutions to advisors and clients.”