Trilogy Capital Adds Morgan Stanley Veteran to San Diego Team
Trilogy Capital has recruited Stephen P. Whitman, a senior Morgan Stanley wealth advisor overseeing $225 million in client assets, to expand its San Diego practice.
Trilogy Capital, Inc. has hired Stephen P. Whitman, a former Morgan Stanley senior vice president and wealth advisor, to bolster its San Diego advisory team, the Irvine, California-based firm announced Nov. 9, 2026.
Whitman brings responsibility for approximately $225 million in client assets to Trilogy, along with a specialization in multi-generational financial planning — a discipline focused on wealth transfer strategies across family lines.
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The hire reflects Trilogy Capital's stated intent to grow its San Diego footprint, adding an experienced practitioner whose client relationships and planning credentials align with the firm's positioning as a nationally recognized wealth management operation.
Whitman's move from a major wirehouse such as Morgan Stanley to an independent firm like Trilogy follows a broader industry pattern in which established advisors seek greater autonomy over investment platforms and client service models, though no such rationale was explicitly cited in the announcement.
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