Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office

Episode notes

With Trent Leyda, Managing Director and Chief Investment Officer and Kay Campione, Executive Director and Senior Portfolio Manager at SpirePoint Private Client Overview Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust with their own families’ wealth, and how they are better equipped to realize that vision as an independent firm. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… This episode features a few plot twists that differentiate it from the typical wirehouse breakaway story. For instance, one advisor who spent a dozen years with the CIA before starting a career in wealth management. The balance of the story is one that’s far less covert, but just as compelling.

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