Trilogy Capital Hires Morgan Stanley's Whitman, $225M in Assets
Irvine – November 10, 2026 -- Trilogy Capital, Inc. has hired Stephen P. Whitman, a Morgan Stanley wealth advisor who managed approximately $225 million in client assets, as Senior Vice President of Wealth Management in its San Diego office.
Whitman brings more than 40 years of advisory experience to San Diego
Whitman has advised affluent families worldwide and focuses on comprehensive, multi-generational financial strategies tailored to each client's circumstances. Trilogy Chief Development Officer Jason Inglis said the firm sought an advisor with Whitman's four decades of experience and client-centric approach.
Whitman said the move gives his clients access to Trilogy's investment management, advanced wealth planning and tax preparation. In his words, the move is "a real positive" for himself and his clients.