As one of Morgan Stanley’s regional offices with approximately $200 million under management, the Wiley Group has a 25-year history serving with an array of retirement, wealth management, and concierge financial services. “We have been proud of our relationship with the outstanding professionals at Morgan Stanley but we sincerely believe that we will be better able to bring more transparency, clarity, cost efficiency and speed to our investors as an independent firm,” said Jim Wiley, chief executive officer, chief investment strategist, and founder of the Wiley Group.
The Wiley Group is now headquartered in West Conshohocken, Pennsylvania. The firm will use Charles Schwab Institutional as its custodian.
The firm’s executive and support team include:
- Edgar Lambert, III, chartered retirement planning counselor, economic analyst—Lambert’s responsibilities include pre-retirement and early retirement planning, investment and retirement feasibility analyses, financial planning based on economic trends, and perspective.
- Alexander F. Cabot, quantitative analyst—Cabot’s responsibilities include statistical analysis, daily trading, performance reporting, and quantitative risk analysis.
- Bernadette Parrish, chief operations officer, chief compliance officer—Parrish essentially serves as a client’s chief communications officer, managing all corporate communications, events, and daily client contact.
- Marianne Scott, operations manager—Scott’s primary responsibilities include managing the operational requirements in all client relationships.
The firm’s Web site is www.livemore.net.