Berwyn Branch Office

Joseph Morganti is the Market Manager of the Berwyn office. He oversees 1 additional office, Newtown Square.

Joe started with Morgan Stanley as a Branch Development Manager in 2013 and most recently held the Assistant Complex Manager position. Joe’s prior positions include Manager Training Advisor and Branch Manager at UBS and a Financial Advisor at Merrill Lynch.

Joe graduated from Temple University. He resides in Havertown, PA with his wife and 2 children.

Alain Boletta is a Business Service Office in the Greater Philadelphia Market.

Prior to joining Morgan Stanley, Alain spent 16 years with the Vanguard Group holding several leadership positions working with High-Net Worth clients as well as Regulatory Operations. Most recently, Alain was the Director of Service and Operations at Lincoln Investment.

Alain earned his Bachelor of Science degree in Finance from Marist University in 2006, and a MBA from Villanova University in 2021. He also holds the CERTIFIED FINANCIAL PLANNER™ designation.

Outside of work, Alain is an avid tennis player and enjoys spending time with his family at the beach.

John has 26+ years of experience in the financial services industry starting as a Financial Advisor at American Express Financial Advisors. He spent 20 years at Charles Schwab as a Financial Consultant and Acting Branch Manager. Prior to joining Morgan Stanley in March 2021, John held the role as a Financial Consultant at E*Trade. John is a CERTIFIED FINANCIAL PLANNER™ and holds the series 7, 9, 10, 63, & 65 licenses. He received his undergraduate degree from Thomas Edison State University. John is a lifelong Bucks County, PA. resident, has 3 adult aged children and 1 grandchild. John is an avid Philly sports fan.

John started with Smith Barney’s Consulting Group in Nov 1994 and has worked in various roles within Consulting Group.

John spent his early years working on the technology side assisting with the various in house performance and manager search and selection tools. Mr. Kramer then moved on to training and managing the Northeast division of technical analysts on the various advisory platforms, manager selection tools and performance tools. He also assisted the CG Regional Directors at the time with training and education events in the Northeast Division.

In 2005, John became a Regional Director, working closely with Legg Mason financial advisors assisting them converting from Legg Mason to Smith Barney. His knowledge proved the be a great fit to work with the migrations of the two firms and he would be an asset again in 2012, when Morgan Stanley and Smith Barney merged.

John currently works with financial advisors in the DC/Annapolis, Greater Philadelphia and Greater Chesapeake complexes to assist them with navigating the various advisory platforms, practice management engagement, client meetings, presentations, working with advisors on their business practices, pricing, asset allocation and manager selection.

John Graduated from the University of Delaware and holds a BS in Business Administration with a concentration in finance and holds a CIMA and has been an active member in APIC (Association for Professional Consultants) for the last 18 years.

Victor Diune is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering the Northeast Region. In this capacity, Victor provides specialized expertise to Financial Advisors and their UHNW clients across a broad range of family wealth management issues including; family governance and wealth education, strategic estate and financial planning, philanthropy management and lifestyle advisory. Victor has over 20 years of experience advising wealthy families, business owners, and their children.

Victor has spent the last 22 years at Bank of America/Merrill Lynch. Most recently, he was a Director, Wealth Strategist, working with Merrill Private Wealth Advisors and Financial Advisors, along with their UHNW clients advising them on estate and legacy planning, wealth transfer strategies and philanthropic planning. He was also responsible for developing, consulting and implementing business succession plans as well as providing advice on fiduciary investment management and tax reduction strategies.

Victor received a Bachelor of Arts degree in Political Science from University of Illinois in Urbana-Champaign, received his JD/MBA degree from Suffolk University Law School/Sawyer School of Management, and his LLM in Tax from Boston University School of Law. He holds a Series 7 and 66 securities licenses. He currently lives in Hopkinton, MA with his wife and their 4 children.

Mark Bahadurian is a Training Specialist serving Morgan Stanley’s Wealth Management offices in the Greater Philadelphia market. He began his career at Morgan Stanley in 2013 as a Financial Advisor Associate. During his tenure, Mark played a pivotal role in developing team procedures and strategies, focusing on client contact, financial planning, and portfolio management. His direct collaboration with financial advisors and clients has deepened his expertise in leveraging Morgan Stanley's innovative technology solutions.

In 2019, Mark transitioned to a position in Business Development and Field Training, initially concentrating on Eastern Long Island before expanding his scope to include the NYC and Greater Philadelphia markets. He is highly skilled in guiding advisor teams to achieve growth and operational efficiency through the effective use of the Morgan Stanley platform. Mark holds a Bachelor of Arts from Long Island University and resides on Long Island, New York. Outside of his professional commitments, Mark enjoys playing pickleball and fishing. He is also a proud new father to a son.

Brian Kang is a Vice President and Business Development Manager for the Greater Philadelphia and Coastal New Jersey Market, working with more than 400 Financial Advisors and Private Wealth Advisors.

He joined Morgan Stanley in 2016 as a Wealth Advisor Associate in the Philadelphia market, where he served until 2018. He then moved to the corporate office in Westchester, NY, to join the Office of Business Management, where he focused on advisor and manager compensation strategy, and the Northeast Regional Team, partnering with branch managers on regional initiatives. In 2025, he returned to the Greater Philadelphia and Coastal NJ Market as a Business Development Manager.

Brian graduated from Villanova University in 2016 with a Bachelor of Arts degree in Economics, and a minor in Statistics and has his Series 7, 9, and 66.

Brian grew up in Bergen County, NJ but now resides in Princeton, NJ. He enjoys playing golf, traveling, and eating good food.