The StennerZohny Group, a six-member institutional consulting and private wealth management team, has left independent Canadian wealth management firm Richardson GMP and joined Graystone Consulting, said Graystone spokeswoman Christy Jockle.
The team includes two institutional consulting directors: managing director V. Thane Stenner and senior vice president Youssef Zohny. They will be joined by international financial adviser associate Simon Jochlin and three client service associates.
The team has joined the Morgan Stanley subsidiary's wealth management office in Palo Alto, Calif., and will report to branch manager Stephen Bearden.
The StennerZohny Group has $576 million in assets under advisement.