Welcome

The Capitol Wealth Management Group at Morgan Stanley* is a comprehensive wealth management practice headquartered in Washington, D.C. We’ve assembled a broad, experienced, and diverse team of professionals who are passionate about working with clients in all aspects of their financial well- being. This includes: asset management, retirement planning, estate and tax planning strategies, insurance and most importantly, lifestyle preservation.

We view each client's personal situation, financial profile, and family dynamics as entirely unique; as such, we custom tailor our approach, portfolios, and planning suggestions. We pride ourselves on constructing and managing investment portfolios, performing in-house due diligence as part of our process while leveraging the resources of one of the world’s premier global wealth management firms, Morgan Stanley*. Finally, we provide a high level of professionalism, intellectual creativity, and entrepreneurial spirit to our clients.

Marvin McIntyre, our founding partner with over 40 years of experience, and the Capitol Wealth Management Group have received national recognition as one of the top wealth management practices in America. Marvin has been consistently ranked in Barron’s “Top 100 Financial Advisors in the US” publication since its inception in 2002. Moreover, the individual recognition and credentials received by our group's sixteen professionals helps explain why our group has been ranked on Barron’s Top Advisor Rankings as #1 on the East Coast and nationally recognized as advisors for successful individuals, families, and corporations.

We would look forward to bringing our best to you.
Capabilities
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management
  • Sustainable & Responsible Investing
  • Risk Management
  • Philanthropy Management
  • Corporate Services
  • Retirement & Pension Plans
  • 10b5-(1) Programs
Check the background of Our Firm and Investment Professional 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.

Location

1747 Pennsylvania Ave NW
Ste 900
Washington, DC 20006
US
Direct:
(202) 778-1381(202) 778-1381

Meet Capitol Wealth Management Group

About Me

Marvin McIntyre, Founding Partner of the Capitol Wealth Management Group at Morgan Stanley Private Wealth Management, is a graduate of the Citadel, and following his service in Vietnam joined Mason and Co. in 1968, the predecessor firm to Legg Mason, as a financial advisor. In 1991, Mr. McIntyre began assembling a highly regarded team of professionals which now includes a CFA, CIMA®, and a CFP®, as part of his vision to build a practice able to effectively serve the complex needs of high net worth families, institutions and corporations. Through corporate acquisitions the team is known as the Capitol Wealth Management Group at Morgan Stanley*.

Mr. McIntyre is a frequent guest on local media outlets and has appeared on national networks such as CNBC, and MSNBC. Featured in the book, The Winners Circle, Marvin McIntyre has been on the Barron’s list of Top 100 Advisors since its inception in 2002. He was ranked as the #3 advisor in the country in 2008, and is currently ranked as a top advisor in the Washington, DC area for 2017 . His charitable involvements are numerous, most notably including his long term association and service with the Cystic Fibrosis Foundation, Shady Grove Hospital Foundation, and Suburban Hospital. In his outside pursuits Mr. McIntyre recently authored a well-received fiction novel.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1279300

About Me

Mr. Fechter, Managing Partner of the Capitol Wealth Management Group at Morgan Stanley Private Wealth Management, joined the Capitol Wealth Management Group in 1991 and his primary responsibilities include managing high net worth family relationships, coordinating investment analysis, and running mission-critical functions of the team. He is a Magna Cum Laude graduate of the University of Maryland, a Chartered Financial Analyst (CFA), and in 2010 he earned the Family Wealth Director designation at MSSB. In addition to several media appearances, he has guest lectured at American University in Washington, DC and other local educational institutions.

Mr. Fechter actively serves on the Investment Committee for the Hospital for Sick Children Foundation in Washington, DC, is a VIP fundraiser for Easter Seals’ Wounded Warrior Program, and after co-founding the downtown DC Great Strides Walk benefiting Cystic Fibrosis Foundation also served as its co-chair for four years.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1272755

About Me

Mr. Gray joined the Capitol Wealth Management Group at Morgan Stanley* in 2000 and his primary responsibilities include managing client relationships for high-net-worth families and institutions. Prior to that, he was a Vice President in the Investment Banking Group at Legg Mason from 1993 to 2000 where he focused on capital markets transactions for financial institutions. In addition to traditional wealth management responsibilities, he has operational responsibility for Emerald Investment Partners, L.P., a specialized investment fund for clients. He achieved the Family Wealth Director designation in 2010 at MSSB.

Mr. Gray received his BS degree from Washington & Lee University and completed his MBA in Finance from Owen Graduate School of Management at Vanderbilt University. He served on the alumni board of the Owen School from 1993-1998 and has been involved in local charitable and civic boards.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1270270

About Me

Mr. Metzger, originally joined Legg Mason in 1985 where he managed their Retirement Plan Division for seven years before moving to the Capitol Wealth Management Group in 1992. He advises high net worth families and corporations on a wide range of financial issues and has been instrumental in developing employee benefit platforms for corporate clients and managing the resulting selection, implementation, and monitoring of investment managers. Mr. Metzger also has been an advisor to corporations with respect to initial public offerings, mergers and acquisitions, and other financing-related issues.

A graduate of Randolph Macon College with a Bachelor of Arts in Economics, Mr. Metzger is active in community affairs, including as a member of the Board of Directors of The Chesapeake Region Safety Council.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1274673

About Me

Prior to his current role, Mr. Koonin retired after 36 years as a Partner in Charge of Personal Financial Services in the Washington, D.C. office of PricewaterhouseCoopers. In that regard, he provided the Firm’s high-net-worth clients with estate and income tax planning advice. Previously he was a partner in charge of that firm’s Washington D.C. tax practice where he provided tax services to public companies, closely held businesses and their executives, as well as owners. Mr. Koonin’s knowledge and experience in his previous role as a tax attorney has added value to our clients.

Mr. Koonin maintains his certifications as a Certified Public Accountant and as an attorney. He served as chairman of the Federal Tax Committee of the Greater Washington Society of CPAs.

Mr. Koonin earned his BS from Marquette University and his JD from Georgetown University.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1262228

About Me

Alyson Chrzan Scott joined the Capitol Wealth Management Group in 1999. Her primary responsibilities include working with specific high net worth client relationships to help tailor their asset allocations to meet financial planning goals. Additionally, she leads the research and analysis of the managed mutual fund and separately managed account investments along with the analysis and management of client 529 plans. She has a Bachelor’s of Science degree in Finance with a minor in Economics from Miami University, Oxford, Ohio. She received her Certified Financial Planner designation in 2003 and her Certified Investment Management AnalystSM designation in 2008.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1278743

About Me

Joseph M. McLister (Joey) is a Financial Advisor at Morgan Stanley in Washington, DC and credentialed by the College of Financial Planning as a Chartered Retirement Planning CounselorSM. With this focus on retirement planning, he is committed to providing clients with the advice, service, and extensive resources required to protect their lifestyle and achieve their long term goals. Working with Joey is a collaborative process, in which he works to understand the objectives, unique personal circumstances, family dynamics, and values of each client in order to construct a plan that is custom tailored to meet those needs. 
 

After graduating from the University of Delaware in 2007 with a Finance degree, he moved to Florida and began to play on the PGA Tour. As a professional golfer, he competed against the most elite golfers in the world, persevering to earn his Web.com/PGA Tour Card in 2013. The lessons he learned as a professional athlete benefit his clients today: persistence, dedication to success, and a highly disciplined approach. 
 

While rehabilitating a broken wrist, Joey was granted an internship with Morgan Stanley. He worked with Marvin McIntyre, Managing Director of the Capitol Wealth Management Group at Morgan Stanley Private Wealth Management. The experience shifted his passion towards business, inspiring a deep desire to make an impact as a valued Financial Advisor within a first class organization. 
 

Joey, his wife Leigh, and son Charlie live in Ashburn, VA. Joey is active with community affairs, including serving as a member of the Board of Directors at Loudoun Golf & Country Club.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1393605
Professional Insights

Forbes Press Release


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
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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