The Bell Urban Group

Drawing on over 20 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.

Daniel Urban works with a concentrated group of families and individuals, focusing on creating highly customized and tax-efficient portfolios for clients at all stages of the wealth cycle. Dan also spends a lot of time on the alternative investment side of the business and has been designated an "alternative investments director" by the firm. 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 mortgage-backed securities with hedge fund, bank, and insurance company clients. Dan has been acknowledged by Forbes on several occasions for his success in wealth management, most recently as a "Best-in-State" advisor for New York in 2023.

Dan attended high school at Newark Academy in New Jersey prior to spending his college years at Columbia University in New York City. While at Columbia, he was the captain of the varsity tennis team. He remains active in the tennis community and is also an avid golfer and platform tennis player. Dan currently resides in Short Hills, NJ, with his wife, Hili, and three children: Remi, Lila, and Bela.

Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/23- 3/31/24.

Victoria joined the Bell Urban Group at Morgan Stanley in 2019 after graduating from Quinnipiac University with a major in Finance and a minor in Economics. She started her career as a Client Service Associate and has since progressed to her current role as a Financial Advisor.

She currently holds her Series 7 and Series 66 licenses, as well as her Financial Planning Specialist and Certified Exit Planning Advisor designations. Her primary responsibilities include working with individuals and families to help them navigate virtually all aspects of wealth management, including investments, retirement planning, insurance, and estate planning strategies. Victoria also focuses on investment manager due diligence, regularly meeting with equity and fixed income portfolio managers, as well as evaluating various alternative investments. Victoria currently resides in Old Brookville, NY, and in her free time, she enjoys tennis, golf, and travel.

After interning for the Bell Urban Group in the summer of 2019, Brian began his career at Morgan Stanley in 2020 as a service associate and progressed to the Bell Urban Group as a Registered Associate in 2021. Brian brings experience building and enhancing new and existing client relationships with ultra-high net worth individuals, families, and institutional clients. Brian conveys a commitment to exceptional client servicing and facilitation of a wide range of clients’ daily needs. He focuses on virtually all aspects of client service, including cash management services, lending capabilities, and the group’s Alternative Investment solutions. He strives to go the extra mile to deliver an outstanding experience. Brian holds his Series 7 and 66 licenses.

Brian graduated from Middlebury College in 2020 with a double major in Economics and Sociology and a minor in Education Studies. His time in college was also spent as the Goaltender for the Middlebury College Men’s Ice Hockey Team, and served as the President of MiddCAM, a mentorship program that focused on assisting low-income, first-generation high school students through the college application process.

Brian grew up in Westchester, NY, and currently resides in Manhattan. He is the middle of five children in his family. He enjoys spending his free time with friends and family and playing hockey.

*This role cannot solicit or provide investment advice

John began his career with the Bell Urban Group at Morgan Stanley in 2024 as a Client Service Associate after graduating from Binghamton University, where he majored in Financial Economics.

John currently holds his Series 7 and Series 66 Licenses. He is primarily focused on day-to-day business, including money movements, trading, client onboarding, and account administration. John strives to ensure all clients receive the highest level of service through his combined professionalism and personability. Currently residing in Westchester, New York, John spends his free time playing lacrosse, and golf.

*This role cannot solicit or provide investment advice