Insigneo announced on Wednesday the hiring of Jeannie P. Adams from Morgan Stanley.
“This significant addition is the result of a joint effort by Insigneo’s Market Heads in New York and Miami,” says the statement accessed by Funds Society.
Before joining Insigneo, Adams dedicated her career to advising high-net-worth Latin American families.
She began her career at Lehman Brothers, where she traded commodities and futures, and expanded her expertise at Prudential Securities and UBS Wealth Management, guiding families through political and investment challenges. Over the past decade, she has been an International Financial Advisor at Morgan Stanley, specializing in risk management, wealth planning, tax treaties, and multigenerational solutions.
“She has focused on providing clients with a sense of control and stability over their complex financial situations,” adds the firm’s statement.
Born in New York and raised in Santiago, Chile, she was influenced by her father’s legacy in the financial industry.
“I am delighted to join the talented team at Insigneo, where our top priority is to offer exceptional advice and service to our clients,” said Adams when asked about her new role at Insigneo.
Adams’ addition to the Insigneo team represents a great asset to the firm, as her extensive experience and commitment to excellence will drive unparalleled growth and innovation in Insigneo’s wealth management services, said the firm’s executives.
“We are very fortunate at Insigneo to have someone of Jeannie’s caliber in our network of financial advisors. We look forward to working with her in the years to come,” added José Salazar, Head of the Miami Market.
Finally, Alfredo Maldonado, Head of the New York Market, expressed his happiness at reuniting with Adams after knowing her for 17 years.
“I am thrilled to welcome Jeannie Adams to the Insigneo team! I have had the pleasure of knowing Jeannie for over 17 years, and her professionalism and dedication to building strong client relationships are truly impressive. I have no doubt that she will be a valuable asset to our firm,” concluded Maldonado.
