Blue Rider Group

Lauren is a partner of the Blue Rider Group, focusing on investments. She helps clients express their financial objectives through appropriate asset allocations and helps generate opportunistic trade ideas. While a generalist in her role, she is a Director in two areas of focus: Alternative Investments as well as Investing with Impact. As part of these select designations, she provides specialized knowledge to our clients and delivers feedback to enhance the firm’s platform. 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 a member of the Menil Society, the Alumni Council of Princeton Day School, in Princeton, NJ, and the Friends of Dartmouth Field Hockey board.

Dan is a partner of the Blue Rider Group, focusing on relationship management. 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 a board member of the Brooklyn Rail and a member of the Advisory Board of the Ad Reinhardt Foundation.

Maryanna is a partner of the Blue Rider Group, focusing on investments. Together with Lauren, she helps clients express their financial objectives through appropriate asset allocations, and oversees portfolio implementation and ongoing monitoring, including identifying and conducting ongoing due diligence on new active managers the team uses in client portfolios. Maryanna is a designated Director in Alternative Investments as well as Investing with Impact.

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 Local Advisory Board of the Ackland Museum of Art.

Anna is a partner of the Blue Rider Group, focusing on the team’s engagement with the art and impact investing communities and strategic planning for non-profit clients. As an Investing with Impact Director, Anna works closely with Morgan Stanley’s Institute for Sustainable Investing, helping clients use their investments to advance change in areas of environmental and social justice. Anna also works closely with Morgan Stanley’s Family Office Resources Group to advise clients on business succession and estate planning, philanthropy, and wealth management for Next Gen clients. She writes and speaks frequently on the topic of values-aligned investing for arts organizations and has moderated panels at Confluence Philanthropy, Grantmakers in the Arts and at the American Alliance of Museums Conference.  
 
Anna earned her BA in History of Art and Architecture from Harvard College and MBA from Harvard Business School. She serves on the board of the Lower Manhattan Cultural Council (LMCC) and Professional Advisors to the International Art Market (PAIAM), and is on the Advisory Board of Protocinema and the Arts Funders Forum. Anna was born in Ukraine and is fluent in Russian.



Disclaimer:
The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

An experienced wealth management professional, Jonathan serves as the Blue Rider Group’s Chief Operating Officer. As a Certified Financial Planner™, Jonathan combines his deep knowledge of financial planning and investment operations with years of client service to deepen client relationships and ensure an excellent client experience.

As Chief Operating Officer, Jonathan oversees client relationship management and business operations of the Blue Rider Group, while also assisting 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 in Fixed Income Sales and Trading for 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. Jonathan is a member of the Convergence Council at the Buffalo AKG Art Museum.

Karen Ricardo is a Registered Client Service Associate with the Blue Rider Group at Morgan Stanley, where she assists clients with transactions, account maintenance, and day-to-day service. In addition to client administration, Karen is responsible for managing the team's operations and workflow. Prior to her current role, she spent 16 years in Morgan Stanley's Wealth Management Technology group.

Karen graduated Magna Cum Laude from the University of South Florida with a degree in Psychology and a minor in Photography. She also earned her MBA from USF. Karen is a co-founder of NYers for the Philippines and the Gala Corina art collective. In addition to her professional and philanthropic pursuits, Karen is an avid gardener and created a community plant sharing group with over 3300 members. She was born and raised in Manila and is fluent in Tagalog.