About Us

The Blue Rider Group provides financial advice to prominent collectors, artists, foundations, museums and non-profit organizations.

We leverage an open architecture investment platform to construct customized equity, fixed income and private investment portfolios to address the needs of each client. The Blue Rider Group is also committed to sustainable and impact investing. We actively incorporate strategies that utilize environmental, social and governance criteria to make investment decisions, helping create positive change and drive investment returns.

In addition to addressing our clients' financial needs, we facilitate introductions between collectors, raise awareness about organizations and help support projects that strengthen the art community. We are passionate about art and the community of people involved in making, curating, acquiring and caring for it.
Capabilities
  • Investment Management
  • Open-Architecture Platform
  • Sustainable & Responsible Investing
  • Insurance Solutions1
  • Tax, Trust & Estate Advisory2
  • Philanthropy Management
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

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.
  • INVESTMENTS
    - Experience structuring customized equity and fixed income portfolios to help satisfy the diverse investment goals of a global client base
    - Tailored asset allocation according to risk tolerance, intended to complement overall balance sheet
    - Research-based, open platform, access to top tier managers and vehicles to best express our clients’ views
    - Flexible vehicle selection with a focus on separate accounts; also utilize passive strategies, sustainable investment vehicles and alternative investments, where appropriate
  • PLANNING
    - Tax-efficient strategies to shift wealth to future generations
    - Guidance on legacy planning, foundation feasibility and design
    - Supplement complex estate planning recommendations with life insurance analysis and implementation
  • PLANNING FOR NONPROFITS
    - Advise on nonprofit structure, operations, and budgeting; tailoring vision to match resources and creating financial vehicles to sustain activities
    - Focus, support, and scale programmatic endeavors, identifying partner institutions if relevant
    - When appropriate, help refine organization governance by identifying and engaging new board members
  • STRATEGIC ART ADVISORY
    - Clients benefit from relationships in the art community we have built over decades - we provide access to best in class advisors, lawyers, accountants, dealers, insurance brokers, auction house representatives and logistics providers
    - We facilitate introductions to relevant collectors and institutions
    - The Blue Rider Group does not charge fees or commissions for advisory services
  • PHILANTHROPY SUPPORT
    - We work with our clients to select and pursue philanthropic causes, while measuring and maximizing their impact
    - We incorporate our clients’ philanthropic interests into their broader financial plans
    - We raise awareness to support projects and initiatives of non-profits in arts and culture

Location

399 Park Ave
12th Fl
New York, NY 10022
US
Direct:
(212) 893-6432(212) 893-6432

Meet Blue Rider Group

About Me

Lauren is a founder of the Blue Rider Group, focusing on investments, helping clients construct appropriate asset allocations and generate opportunistic trade ideas. While a generalist in her role, she is considered a director in two areas of focus: Alternative Investments as well as Investing with Impact; as part of these select committees she delivers feedback in an effort to help improve the firm’s platform for our clients. Lauren’s background is in Fixed Income, she previously worked on the Credit Sales & Trading desk at Lehman Brothers and Barclays, and at J.P. Morgan Private Bank. 

Lauren earned her BA from Dartmouth College.  She is actively involved in volunteering and fundraising for Memorial Sloan Kettering Cancer Center, the Ronald McDonald House and Lwala Community Alliance in Kenya.  She is on the Alumni Athletic board of Princeton Day School, in Princeton, NJ.
Securities Agent: TX, VT, UT, SD, SC, PA, OH, NY, NV, NJ, NC, MN, MI, MD, MA, LA, KY, FL, DC, CT, CO, CA, AR, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 837350

About Me

Dan is a founder of the Blue Rider Group. With his team Dan advises clients on investment strategies, estate planning, philanthropy, banking and credit. Before forming the Blue Rider Group, Dan was a Private Banker at J.P. Morgan. Prior to that Dan worked with collectors of fine and decorative arts at Artnet, the internet portal to the art world. As the manager of Artnet’s client service group he connected buyers and sellers of fine art and assisted them with valuations.
 
Dan earned his BA from Bard College and MBA from Cornell University. He is on the advisory board of the Ad Reinhardt Foundation and chairs the Bard Center for Curatorial Studies Arts Council.
Securities Agent: VT, UT, TX, SD, SC, PA, OH, NY, NV, NJ, NC, MN, MI, MD, MA, LA, KY, FL, DC, CT, CO, CA, AR, AK; General Securities Representative
NMLS#: 822156

About Me

Maryanna focuses on investments,  helping clients develop asset allocations and generate opportunistic trade ideas. Maryanna joined the Blue Rider Group from J.P. Morgan, where she was a Private Banker, focusing on clients in the art world. Prior to that she worked at the Boston Consulting Group, where she advised management teams of Fortune 500 Companies. Maryanna started her career at Christie’s Auction House, providing appraisals and collection advice to collectors.

Maryanna earned her BA from Williams College and MBA from MIT Sloan School of Management. She serves on the Board of Directors of the Children’s Arts Guild and on the Local Advisory Board of the Ackland Museum of Art.
Securities Agent: NC, CT, VT, UT, TX, SD, SC, PA, OH, NY, NJ, ND, MN, MI, MD, MA, LA, KY, FL, DC, CO, CA, AR, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1113338

About Me

Anna focuses on Blue Rider Group’s engagement with the art and impact investing communities and strategic planning for our non-profit and foundation clients. Prior to joining the Blue Rider Group she worked as a consultant to Art Agency Partners, a subsidiary of Sotheby's, and several non-profit arts organizations. She also has experience in collections management and logistics having been a Vice President at UOVO. Anna started her career as an analyst at J.P. Morgan Private Bank.

Anna earned her BA in History of Art and Architecture from Harvard College and MBA from Harvard Business School. She is a member of the Programming Committee of the National Academy of Design, the Schools Committee of the Harvard Club of New York City and is a partner of the VIA Art Fund.
Securities Agent: NJ, UT, TX, SD, SC, PA, OR, OH, NY, NC, MN, MI, MD, MA, LA, KY, FL, DC, CT, CO, CA, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1710484

About Me

Jonathan oversees operations and supports investment activities for the Blue Rider Group. Jonathan assists clients with their daily financial needs including money movement, trading, credit analysis, technology support and onboarding. Prior to joining the team, Jonathan was an associate for Fixed Income Sales and Trading in Morgan Stanley’s Firmwide Operations. Jonathan began his career in the firm’s Security Settlements Department working directly with Prime Brokerage and Wealth Management clients. 

Jonathan earned his BBA with a finance concentration from the Sellinger School of Business and Management at Loyola University Maryland. A native of Buffalo, NY, Jonathan graduated from St. Joseph’s Collegiate Institute.
Professional Insights

The Institute for Sustainable Investing


Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Philanthropic Strategies and Structures

Philanthropic Strategies and Structures

Building a successful business means you can often give back through philanthropy. Learn the approaches you can consider.

Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
  • Intergenerational Planning
  • Philanthropic Giving
  • Non-Traditional Assets
  • Managing Family Wealth
LISTEN | Passion Assets: Investing in Art

LISTEN | Passion Assets: Investing in Art

When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.

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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.

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.

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