Trilogy Capital Adds Morgan Stanley Veteran to San Diego Team
Stephen P. Whitman, a senior wealth advisor overseeing $225M in assets, joins Trilogy Capital's growing San Diego practice from Morgan Stanley.
Trilogy Capital, Inc. has recruited Stephen P. Whitman, a Senior Vice President and wealth advisor previously with Morgan Stanley, to strengthen its San Diego operation, the Irvine, California-based firm announced Nov. 9, 2026.
Whitman brings responsibility for approximately $225 million in client assets to the nationally recognized registered investment advisory firm. His arrival marks a notable expansion for Trilogy's San Diego footprint as the firm competes for established advisor talent from wirehouse firms.
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The hire underscores a broader industry trend in which experienced advisors managing substantial client books depart large brokerage houses for independent or fee-based advisory platforms, often citing greater flexibility in serving clients. Whitman's focus on multi-generational planning is expected to complement Trilogy's existing service offerings in that market.
Trilogy Capital has positioned itself as a destination for seasoned professionals seeking to deliver comprehensive wealth management solutions outside the traditional wirehouse structure. The addition of a $225 million book of business represents a meaningful contribution to the firm's overall managed assets.
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