David Reiss Joins R.F. Lafferty to Enhance Wealth Management Team
Portfolio - People | Feb 04, 2025 | EIN
R.F. Lafferty & Co., a reputable full-service broker-dealer and Registered Investment Advisor, has announced the recruitment of David Reiss, a seasoned financial advisor, to boost their wealth management offerings. Reiss, the founder of DPR Wealth Management, brings with him a robust background, having built a successful high-net-worth advisory at Morgan Stanley, and holding leadership roles at a global research firm and major financial institutions like Dun & Bradstreet and Thomson Reuters. His commitment to personalized financial solutions aligns with R.F. Lafferty’s dedication to client service. The firm, established in 1946 and headquartered in New York, continues to offer a range of services from retail brokerage to market making.
Sectors
- Financial Services
- Investment Advisory
Geography
- United States – The article is centered around R.F. Lafferty & Co., which is headquartered in New York, NY, United States, and discusses the hiring of an advisor located within the country.
Industry
- Financial Services – The article is about R.F. Lafferty & Co., a broker-dealer and investment advisor, highlighting its expansion in wealth management services.
- Investment Advisory – David Reiss brings significant experience in investment advisory services, aligning with R.F. Lafferty's focus on wealth management.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| R.F. Lafferty & Co., Inc. | Hiring Company | Company | A global, full-service broker-dealer and Registered Investment Advisor headquartered in New York. |
| David Reiss | Financial Advisor | Person | A financial advisor recently hired by R.F. Lafferty, with a background in wealth management and experience at Morgan Stanley and other financial institutions. |
| DPR Wealth Management | Previous Company | Company | The wealth management firm founded by David Reiss. |
| Morgan Stanley | Former Employer | Company | A leading global financial services firm where David Reiss built a high-net-worth advisory practice. |