Bayard DeMallie
Senior Vice President, Wealth Management,
Wealth Advisor,
Portfolio Management Director,
Alternative Investments Director
Direct:
(212) 903-7677(212) 903-7677
My Mission Statement
Experience, intellectual capital, institutional resources and dedicated personal service capable of delivering unique solutions for wealthy family groups and institutions around the globe.
My Story and Services
Morgan Stanley serves many of the world’s most sophisticated investors. Bayard advises ultra-high net worth families on their family balance sheets. Our team has decades of collective experience and knowledge, with a deep understanding of C-suite executives and the unique challenges, family dynamics and needs that distinguish wealthy family groups and institutions around the world. Bayard’s primary focus is on affluent families with complex needs and he strives to align the family’s wealth with their life goals for current and future generations. In addition, our team will serve as your gateway to the Firm to deliver the full breadth of capital markets resources and intellectual capital available through Morgan Stanley.
Securities Agent: MD, ME, GA, DC, WY, RI, FL, PA, NJ, CA, IL, VA, MA, NY, TX; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282836
NMLS#: 1282836
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
Biography
A life of experience and hard work shape my expertise.
Years Registered: 22
Years At Morgan Stanley*: 22
Education:
Kenyon College '84, Bachelor of Arts
Deerfield Academy '80
Distinctions:
Senior Vice President
International Client Advisor
Portfolio Management Director
Alternative Investment Director
Investment Consultant
Estate Planning Consultant
Community Involvement:
Former Member, Valley Hospital Transitional Research Advisory Committee
Former Chair, Village of Ridgewood Financial Advisory Committee
Former Coach & Board Member, Ridgewood Lacrosse Association
Years Registered: 22
Years At Morgan Stanley*: 22
Education:
Kenyon College '84, Bachelor of Arts
Deerfield Academy '80
Distinctions:
Senior Vice President
International Client Advisor
Portfolio Management Director
Alternative Investment Director
Investment Consultant
Estate Planning Consultant
Community Involvement:
Former Member, Valley Hospital Transitional Research Advisory Committee
Former Chair, Village of Ridgewood Financial Advisory Committee
Former Coach & Board Member, Ridgewood Lacrosse Association
Working Together
Identifying the right financial solutions begins with a solid understanding of each client’s situation, objectives and risk tolerance. Our team follows a disciplined process that enables us to work with you to craft an appropriate solution to help meet your unique financial needs:
•Develop a thorough understanding of your challenges and objectives
•Review and analyze your current financial situation & tax liabilities
•Identify tailored solutions to help meet your needs
•Implement a customized strategy
•Periodically review your strategy to assess appropriate changes
•Develop a thorough understanding of your challenges and objectives
•Review and analyze your current financial situation & tax liabilities
•Identify tailored solutions to help meet your needs
•Implement a customized strategy
•Periodically review your strategy to assess appropriate changes
Location
55 East 52nd Street 10th
29th Fl
New York, NY 10055
US
Direct:
(212) 903-7677(212) 903-7677
Wealth Management
Global Investment Office
Portfolio Insights
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
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
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Ready to start a conversation? Contact Bayard DeMallie today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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CRC 6491812 (04/2024)
