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A Greenwich, Conn.-based team with more than $1.7 billion in client assets is joining Wells Fargo Advisors from RBC Capital Markets, the wirehouse announced Tuesday. The Sheresky Samsen Group of Wells Fargo Advisors includes managing directors of investments Steven Sheresky and his brother Jeffrey and Jeffrey Samsen. Additionally, Steven’s son, Kenneth Sheresky, is on board as a senior vice president of investments.
The firm joined Wells Fargo from RBC on Monday, and senior registered client associates Jeannine Barlotta and Stanley Week accompanied the advisors. According to SEC records, Steven and Jeffrey Sheresky first entered the industry in 1985 at J.P. Morgan Securities, spending about 27 years with the firm before switching to Morgan Stanley in 2013 and then to RBC in 2020.