Morgan Stanley announced today that Fox, Penberthy and Dehn has joined the firm’s wealth management office in Mt. Laurel at 330 Fellowship Road. The group is lead by three professionals each of whom will continue to hold principal roles: executive director Albert A. Fox, executive director Edward M. Penberthy, and associate vice president Joseph G. Dehn. After nearly two decades, this new era for Fox, Penberthy and Dehn was not a decision made lightly. It was one focused solely on clients and presenting a great platform to best meet their financial needs based on a shared commitment to wealth management and philosophy.
Formerly with Merrill Lynch since 1994, Albert A. Fox fostered a career built on client relationships, sharing strategic guidance in areas of investments, allocations and liability management. A graduate from Rutgers University with a bachelor’s degree in accounting and hinance, he also holds the Certified Financial Planner designation, awarded by the Certified Financial Planner Board of Standards and Certified Investment Management Analyst designation. Fox currently lives in Lumberton with his wife and three children.
Like his partner, Edward M. Penberthy was formerly with Merrill Lynch where he began his investment career in 1994 and grew to lead the team’s investment committee, customized portfolios, real estate and oversees asset allocation. Penberthy graduated from Lehigh University with a bachelor’s degree in economics and holds both a Certified Financial Planner designation awarded by the Certified Financial Planner Board of Standards and Certified Investment Management Analyst designation. A resident of Medford, Penberthy and his wife have three children.
Joseph G. Dehn also joins the firm after working at Merrill Lynch since 1999. Skilled in qualitative and quantitative investment analysis, he shares concentrated wealth and stock strategies. Joe graduated with honors from Rutgers University with a bachelor’s degree in finance. In addition to being named a Certified Financial Planner by the Certified Financial Planner Board of Standards, he is an Accredited Retirement Plan Consultant and Licensed Insurance Agent in several states along the east coast. Name, his wife and their two children live in Burlington Twp.
