About this episode
With Trent Leyda, Managing Director and Chief Investment Officer and Kay Campione, Executive Director and Senior Portfolio Manager at SpirePoint Private Client
Overview
Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust with their own families’ wealth, and how they are better equipped to realize that vision as an independent firm.
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
About this episode…
This episode features a few plot twists that differentiate it from the typical wirehouse breakaway story.
For instance, one advisor who spent a dozen years with the CIA before starting a career in wealth management.
The balance of the story is one that’s far less covert, but just as compelling.
Trent Leyda was at Morgan Stanley when he met Kay Campione, a former CIA field intelligence officer turned Merrill advisor. She later left Merrill for Morgan and, with Trent, built a business managing some $1.4B in assets.
They had a strong focus on managing family wealth, which often left them wondering if the firm they worked for was the firm they’d want to manage their own family’s wealth and legacy.
It was thoughts like these that inspired Trent to say, “Let’s put a Plan B together, just in case.”
That plan, which revolved around building an independent firm, was later put into action. And in October 2023, Trent, Kay, and three other team members left to l
