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Est. 2026The front page of wealth managementNew York

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Stephen P. Whitman

Senior vice president of wealth management at Trilogy CapitalSan Diego

At a glance

Stephen P. Whitman joined Trilogy Capital from Morgan Stanley as senior vice president of wealth management with $225 million in assets (our reporting, November 10, 2026). One story in our coverage names them so far.

Firm
Trilogy Capital
Role
Senior vice president of wealth management
Assets, as reported
$225MFinancial ADVSR, Nov 10, 2026
Location
San Diego
In our coverage
1 story

The record

  1. Joined Trilogy Capital from Morgan Stanley as senior vice president of wealth management with $225 million in assets

    Trilogy adds $225 million Morgan Stanley adviser Whitman to San Diego office Financial ADVSR

How this page is built

Every line on this page comes from a story that names Stephen P. Whitman: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated November 10, 2026. All people in our coverage →