$1.9B Advisor Team Leaves Morgan Stanley to Launch RIA

SpirePoint selected GSAS because it “believes that Goldman’s long history in a variety of economic environments will bring their clients deep access to intellectual capital and research,” tru said.

“Through GSAS, SpirePoint will be able to leverage Goldman’s robust capabilities around public and private investments, custody, and lending solutions,” according to tru.

The new RIA, formerly The Leyda Group at Morgan Stanley, consists of the founding partners and associate team members Tara Carabello, Heather Tritt and Susie Zimmerman.

Beindorf, a CPA, brings experience in tax and planning, while Zimmerman has more than 16 years of industry experience and manages all team operations, business and service functions.

Campione, formerly a foreign service officer with the State Department, transitioned back to the financial services industry more than 12 years ago and holds the designation of certified financial planner.

Tritt, with 20 years in the financial services industry, heads the firm’s day-to-day operations, while Carabello is another experienced client service associate, who first entered the industry almost two decades ago.