Byrne Wealth Management Group at Morgan Stanley

Trevor imagines a world where investments and the plan for one’s money is purposed based. He views the greatest barrier for many investors to be friction: poor tax and estate planning, investor psychology, and high investment costs. He and his team work with clients to mitigate and overcome these challenges. Trevor believes that in a complicated world, the most sophisticated plan is often a simple one. Moreover, it’s having the process and discipline in place to execute the plan that is paramount to long-term success.

Trevor is a Family Wealth Director for Morgan Stanley in Boston, a title held by less than 2% of all Financial Advisor at the Firm, and is uniquely qualified to help clients navigate investment, estate planning, and tax strategy. Trevor founded The Byrne Wealth Management Group to deliver comprehensive wealth advisory services to successful individuals, families, and entrepreneurs. People who choose to work with us want to have a meaningful impact with their money, be it for generational wealth transfer, building or growing a business, or driving philanthropic change.

Trevor is distinguished as a Certified Financial Planner™ and in 2014 was selected by the President of Morgan Stanley to participate in the Institute of Family Wealth Management, a nomination received by less than 4% of the Advisors at the Firm. Every year from 2018 – 2022, Trevor and the team have been recognized by Forbes as one of the top Wealth Advisors in Massachusetts.

Before being recruited to join Morgan Stanley*, Trevor was an associate at a private equity firm. Additionally, he managed a grant program on behalf of USAID, providing technical assistance and financial guidance to enterprises and entrepreneurs in Sub-Saharan Africa. After graduating from Dartmouth College, Trevor played five years of professional hockey, and in 2005, was chosen by his peers to act as a representative for the Professional Hockey Players Association. Later, Trevor received a Certificate in Value Investing from Columbia Business School.

Committed to giving back, Trevor is a supporter of the Boston Foundation, Make-A-Wish, Deerfield Academy and Dartmouth College. Trevor lives in Hingham with his wife Hannah and their children, Declan, Ainsley and Dalton.

Disclosures:

Forbes Best-In-State Wealth Advisors 2018-2022
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Forbes America's Top Wealth Advisors 2021
Source: Forbes.com (Awarded Aug 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21.

Growing up in the family owned business has shaped the way Steve views the world. Steve believes that you must be accountable to yourself, your teammates, and most importantly your customers. He understands that the foundation of any good business relationships is built upon the customer experience; it is his dedication, hard work, and commitment to client service that enable him to deliver on this promise every day. Having the responsibility to run the family business instilled Steve with a great perspective of the commitment our client executives and business owners make every day.

After helping to successfully negotiate the sale of the business, Steve gained a greater appreciation for the value of thoughtful financial planning for pre and post liquidity events and transitioned his focus to the financial industry.

Before being recruited to Morgan Stanley, Steve worked at State Street Global Advisors , one of the largest asset managers in the world. As a part of his role at State Street, he worked with top wealth management teams as a consultant positioning investment solutions and building client portfolios. Through this consultative work, Steve discovered that his passion lies more in being the architect of the solution, and wanted to work more closely with families; helping them to build and grow their legacy and pass along not only their hard earned wealth, but their values and principles as well.

When not in the office, Steve enjoys traveling with his family, playing at Wollaston Golf Club, hockey, fishing, skiing and alumni events with Boston College High School and Rollins College. Steve and his wife, Jessica, live in Duxbury, with their daughter Lilah, son Brooks, and English Lab, Georgie.

Inspired by her father’s fulfilling career in financial services, Meghan always knew that following his footsteps into wealth management would be a natural fit. With over a decade of experience, she draws upon a wide range of disciplines allowing her to guide clients through the complex issues surrounding the growth and preservation of their wealth. Meghan is passionate about cultivating collaborative client relationships. When evaluating each client’s unique situation, she draws on her extensive experience, professional network, and the full scope of resources available across the firm’s deep global presence to address what matters most.

As Group Director of the Byrne Wealth Management Group at Morgan Stanley, she is responsible for operational and business oversight for the team. Meghan plays a critical role in shaping the vision of client service and business management for the team, ensuring clients and their families feel taken care of, their voices are heard, and they have a reliable advisor guiding them toward well-informed decisions. She strives to go above and beyond to provide exceptional service to clients, with trust, transparency and purpose serving as the core foundational elements of all her client relationships.

Prior to joining the Byrne Wealth Management Group, Meghan held various roles at JP Morgan and UBS Financial Services.
Meghan, her husband Dan and their son reside in Hingham, Massachusetts. She is committed to community service and supports organizations such as the Make-A-Wish Foundation and Cure HHT. Meghan enjoys golfing, skiing, traveling and boating, as well as spending time with her family, friends, and French bulldog.

Fast moving global markets require a team effort. As the group’s head trader, with an intimate understanding of each client’s situation, Brian monitors investment portfolios and market impacts. Brian holds the internationally recognized Chartered Financial Analyst^® (CFA^®) designation, which exemplifies his balanced approach to investments, academic discipline, and practical experience. The CFA Institute promotes that good stewardship and high ethical standards are necessary for trust and confidence to be secured and also believes that high ethical principles and professional standards are essential to positive outcomes. In addition, Brian also holds the Certified Investment Management Analyst^® (CIMA^®) certification from the Investments & Wealth Institute^® (formerly IMCA); a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics.

A member of The Byrne Wealth Management Group at Morgan Stanley since 2002, Brian’s loyalty to the team, and commitment to clients is exceptional. He provides ongoing portfolio risk management, equity research and trading, asset allocation modeling, and investment manager selection. A member of the team’s Investment Committee, Brian participates in all levels of client portfolio management and asset allocation decisions and implementation.

A graduate of Bentley University with a Bachelor of Science degree in Finance, Brian is also a member of the Boston Security Analysts Society. An avid sports fan, Brian and his wife Stephanie enjoy living in Mansfield, MA with their three children where he volunteers as a youth soccer coach.

Matt believes that dedication to self-improvement is the first step in one’s success. As a dedicated member of the Byrne Wealth Management Group at Morgan Stanley, he is committed to the success of their clients’ financial futures.

Prior to joining the team, Matt earned his MBA with a concentration in Finance from the Carroll School of Management at Boston College and is passionate about investing. While there, Matt managed a portion of the Boston College Endowment, an opportunity he earned after winning an equity fund strategy competition against his fellow peers.

At Morgan Stanley, Matt harnesses his analytical framework and investing acumen to help ensure the financial planning success of the Byrne Wealth Management Group’s clients. Matt’s primary purpose is to create thoughtful financial plans that act as the “North Star” for each client’s investment strategy, and to help communicate, track, and monitor our progress towards each families’ respective goals.

Matt received his bachelor’s degree from Duquesne University and then spent four years as a Lead Operations Analyst at PNC Bank in Pittsburgh before getting his MBA. As a resident of Beacon Hill and avid Boston sports fan, Matt enjoys attending live sporting events throughout the year, traveling, and staying active.

Maddy is a Wealth Management Analyst on the Byrne Wealth Management Group in Boston, Massachusetts. With a sales and client service background, Maddy has spent the majority of her career in client facing roles, dedicating her time to understand each individual’s needs and how she, specifically, can cater to those needs.

Maddy’s role at the Byrne Group is to provide a personalized and proactive approach to client service, promising to help each client every step of the way with any small or complex problem that is thrown at them. Her goal is to have a unique relationship with each and every client that has trust and rapport at the forefront. She understands that trusting someone with your financial future can be difficult, which is why she prioritizes a high level of communication with every action that is taken. Her main goal is to ensure that every client or family feels they have a sounding board to ask questions, voice their opinions and needs, and know that a tailored solution will follow.

Prior to Morgan Stanley, Maddy worked at Merrill Lynch in the Private Wealth Management department, as well as Toast and Pegasystems selling software solutions earlier on in her career. Maddy graduated in 2020 with her Bachelor’s Degree from the College of the Holy Cross, where she also swam long distance freestyle and sprint backstroke on their Division I Women’s Swim Team. Maddy currently resides in Winchester, MA and in her free time, she still enjoys swimming from time to time, as well as traveling to new destinations, golfing, and training for her next marathon.

Ashlyn is a Client Service Associate on the Byrne Wealth Management Group in Boston, Massachusetts. With a hospitality-based background, Ashlyn has dedicated her blooming career to a range of client services, big and small. As a people-person, she is a great listener and creative problem solver.

Her purpose in her role is to provide the upmost level of care and attention to each client here at Morgan Stanley, leaving no client in the dark. She understands how important it is to be proactive when providing service, and perhaps more importantly, communicating that a solution is on the way. In her future with the Byrne Wealth Management team, she looks forward to building new relationships and getting to know existing clients on a personal level.

Ashlyn received her bachelor’s degree from Florida State University before she relocated to the Northeast to grow her career. She enjoys music festivals, cooking, and any time spent outdoors. Ashlyn resides in East Boston with her partner and three cats.