Morgan Stanley’s Brett Cohen joins Evolve Private Wealth citing ‘structural’ issues with wirehouse model

NodeGuardian · 2026-02-24T17:29:54+00:00

Brett Cohen, formerly of Morgan Stanley, joined Evolve Private Wealth as a managing partner, seeking greater flexibility for clients' complex financial needs that large institutions constrained. Evolve offers tailored solutions and adaptability in wealth management services.

NodeGuardian

2026-02-24 17:29:54

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Brett Cohen, a senior advisor from Morgan Stanley who managed approximately $800 million in client assets, has joined Evolve Private Wealth as a managing partner. He stated that “structural constraints” within large wirehouse institutions limited flexibility for his clients with complex financial needs. Evolve, an independent firm, offers the tailored solutions and real-time adaptability Cohen sought for his clients, particularly for outsourced family office services, liquidity events, and sophisticated tax strategies.

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