Welcome

Working with a range of highly accomplished clients for many years, we have learned a great deal about advising people on every aspect of their financial lives. We have seen how the demands of successful careers and increasingly busy schedules leave little time to focus on personal finances, and understand that it takes a broader range of experience to address increasingly complex, multigenerational issues. That’s where we prove our value. As a boutique wealth management practice operating within a global financial services leader, we offer the knowledge and resources needed to help address all of the multifaceted challenges of managing sophisticated wealth.
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About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Clients

We serve an elite clientele of affluent families and individuals. Our clients include those who have built and sold substantial enterprises, others who have had successful corporate careers, and many more that utilize us to create and implement a truly comprehensive wealth management plan based on their needs and aspirations. We also work with a select group of highly sophisticated investors who generally rely on us for access to the intellectual capital and unique products of Morgan Stanley.

Focusing our full attention on delivering an exceptional level of personal service to a small group of clients, we are able to stay current with the changing needs and goals of each client we serve, and make ourselves available to address their questions and concerns when the need arises.

    Location

    1290 Ave Of Americas
    12th Fl
    New York, NY 10104
    US
    Direct:
    (212) 401-0555(212) 401-0555

    Meet Bell Weston Urban Group

    About Me

    Drawing on over 15 years of high-level wealth management experience, Jamie advises a select clientele of affluent families, private foundations and endowments in North America, South America, and Europe. Prior to joining Morgan Stanley Private Wealth Management in 2016, Jamie spent three years with Credit Suisse in their U.S. Private Banking & Wealth Management division. Prior to Credit Suisse, he spent 11 years in the Private Wealth Management Group of Goldman Sachs & Co. He began his career working as a paralegal at Shearman & Sterling in their Mergers and Acquisitions department.

    Originally from Montreal, Canada, Jamie spent his high school years at Milton Academy in Massachusetts prior to attending Princeton University. Jamie then went on to earn his M.B.A. from Columbia Business School. He currently lives in Rye, New York, with his wife Kristina, son, Luke, and daughter, Marit. Outside of the office, Jamie can often be found on the tennis courts at either The River Club in Manhattan or the Manursing Island Club in Rye, New York.
    Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
    NMLS#: 102391

    About Me

    Brad works with elite clients to create and implement highly customized wealth management plans based on their specific needs and aspirations. His primary focus is on asset allocation and risk management, with the ultimate goal of helping his clients preserve wealth using conservative growth strategies. Brad joined Morgan Stanley Private Wealth Management in 2016 after spending more than five years with Credit Suisse in their U.S. Private Banking & Wealth Management division. Prior to his time at Credit Suisse, he spent 17 years at Goldman, Sachs & Co. in their Private Wealth Management group.

    Brad graduated from Sarah Lawrence College with a B.A. in philosophy. He went on to earn his J.D. at the University of Chicago Law School, followed by an MBA at the Wharton School of the University of Pennsylvania. Brad resides in New York City with his wife, Shellwyn.
    Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
    NMLS#: 103013

    About Me

    Dan works with a concentrated group of families and individuals, focusing on creating highly customized and tax-efficient portfolios for clients in all stages of the wealth cycle. Dan joined Morgan Stanley Private Wealth Management in 2016 after spending three years with Credit Suisse in their U.S. Private Banking & Wealth Management division. He had previously spent four years on the Fixed Income Sales & Trading desk at Guggenheim Partners, where he traded structured credit product with hedge fund, bank, and insurance company clients.

    Dan attended Newark Academy in New Jersey prior to spending his college years Columbia University at New York City. While at Columbia, he was the captain of the varsity tennis team. Dan currently resides in Short Hills, NJ with his wife, Hili, and son, Remi.
    Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NV, NY, OH, PA, RI, TX, VT, WI, WY; Investment Advisor Representative; General Securities Representative
    NMLS#: 1512491
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    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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    See the Financial Advisors Biographies for Registration and Licensing information.

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