The Eisen-Sessa Institutional Consulting Group, a five-member institutional consulting team that advises on $13 billion in assets, has left UBS and joined Graystone Consulting, a Graystone spokeswoman confirmed in an email.
The team includes two institutional consulting directors: David S. Eisen and Charles E. Sessa Jr., both senior vice presidents-investments. They will be joined by Michael Sessa, institutional consulting analyst; Alexis Nicgorski-Starkey, director of business strategy; and Brian Kelley, financial adviser. They will all retain their duties at Graystone.
Mr. Kelley will also join parent company Morgan Stanley’s Financial Advisor Associate program.
The team is working out of Graystone’s Philadelphia office and will report to complex manager Katie Flaherty.
Graystone Consulting advises on $360 billion in assets.
