wealth team

The Horn team

$750MBook of businessas reported in coverage

1Advisors

Bethesda, MDMarket

1Moves on our record

The lineage

until Sep 4, 2026PRIORMorgan Stanley

Sep 4, 2026CURRENTUBS

Sep 4, 2026team liftoutMorgan Stanley → UBS

No published coverage yet.

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.