My Story and Services

I am a seasoned investment professional helping a global clientele with their investing, lending and broader wealth management needs. I also have extensive experience creating and implementing investment strategies for a select group of international institutional clients.

I have been recognized as a Family Wealth Director, a prestigious designation granted to fewer than 4% of Morgan Stanley Financial Advisors who complete a rigorous accreditation program. This affords me exclusive access to teams of dedicated professionals across an extensive range of wealth management disciplines, such as:

Investment Management
Comprehensive Wealth Management Planning
Tax, Trust & Estate Advisory
Family Governance and Dynamics
Philanthropy Management
Educational Programs
Lifestyle Advisory

Prior to joining Morgan Stanley, I worked at Brown Brothers Harriman for over 17 years, managing a group of professionals with responsibility for high net worth client relationships in the firm’s Wealth Management business. Earlier in my career, I was a relationship manager in the Private Clients Group of Bankers Trust Company, and worked at American Express Bank International and Swiss Bank Corp., handling relationships for the bank’s Latin American clients.

Born in Cuba and raised in the US, I am fluent in Spanish and hold a B.A. in economics from Queens College. I serve on the board of directors of the American Friends of the Ludwig Foundation of Cuba, an organization that supports young Cuban artists and promotes multicultural exchange.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Alternative Investments3
  • Lending Products
  • Sustainable Investing4
  • Structured Products5
  • Trust Services*
Securities Agent: NJ, TX, SC, PA, NY, FL, DE, CT, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1380645
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

We serve a global clientele of ultra high net worth families, individuals and select institutions. Our clients are successful people who have built and run substantial enterprises and accumulated significant wealth in the process. As a result, they face a broad array of complex, multigenerational wealth management challenges. Our goal is to help them address these challenges and achieve their greater goals

We believe that our clients are best served when our interests are aligned and our attention is fully focused on their needs. We spend our time working to understand our clients as people, learning about their aspirations, concerns and family dynamics. We try to put ourselves in their shoes, providing thoughtful solutions to the challenges they face as they navigate the stages of their life. We leverage the Firm’s resources and open architecture to identify, assess and monitor third-party managers we believe to be best suited to our client’s needs, never recommending an investment we wouldn’t be willing to invest in personally.

    Associations

    • American Friends of the Ludwig Foundation of Cuba aflfc.org

    Client Service Team

    • Manisha Patel - Assistant Vice President, Wealth Management Associate
      Manisha Patel is an experienced investment professional who has worked in the financial services industry for over 14 years. Manisha assists in the creation of customized wealth management plans and investment strategies for the teams clients.

      Manisha began her career at Brown Brothers Harriman in 2000, where she was an assistant vice president and relationship officer in the firms Wealth Management business. She holds a B.S. in finance and an MBA with concentrations in finance and management from Rutgers University. She is fluent in Gujarati and conversant in Hindi.

    Location

    101 Park Avenue
    24th Floor
    New York, NY 10178
    US
    Direct:
    (212) 503-2468(212) 503-2468
    Toll-Free:
    (800) 419-2861(800) 419-2861
    Fax:
    (212) 404-4698(212) 404-4698
    From My Desk

    View My Capabilities as a Family Wealth Director Here


    Investment and Market Perspectives

    On the Markets

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
    Make Your Words Memorable

    Make Your Words Memorable

    Master public speaking with savvy tips from the pros.

    More from Morgan Stanley

    OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

    OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

    “You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
    Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
    Learn more about Morgan Stanley and Justin Rose: A Winning Team
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact Alina Montes today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    5Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


    CRC 2019752 10/2018