Michael A. Simeone
Managing Director, Market Executive, PWM Regional Manager
Phone:
(312) 453-9101(312) 453-9101
Morgan Stanley Private Wealth Management
Chicago PWM - 203 Market Office
You define success, we help you achieve it
233 S Wacker Dr
Ste 9200
Chicago, IL 60606
US
Market:
(312) 453-9200(312) 453-9200
Toll-Free:
(800) 621-2006(800) 621-2006
Market Executive
Michael A. SimeonePhone:
(312) 453-9101(312) 453-9101
About Morgan Stanley Chicago PWM - 203 Market
Welcome to the Morgan Stanley Private Wealth Management office, a dedicated group of professionals focused exclusively on the needs of ultra high net worth individuals, their families and foundations. Co-located with our institutional businesses to foster connectivity, our Private Wealth Advisors combine their talents with the vast global resources of our firm to help clients address the complex, multifaceted challenges of managing significant wealth. By providing advice founded on a culture of excellence and driven by global insight, we are devoted to helping our clients preserve and grow their financial, family and social capital.
A division of Morgan Stanley Wealth Management founded over 45 years ago, Private Wealth Management now includes approximately 300 designated teams managing over $973 billion in client assets. We have the resources to continually expand and enhance our products and platform to address a broader range of client needs. This includes a broad array of specialized capabilities from Morgan Stanley Family Office Resources like Family Governance & Wealth Educations, Estate Planning, Philanthropy and Lifestyle Advisory services.
We always welcome inquiries from families and individuals who are seeking professional financial advice, and are happy to provide introductions to a suitable Private Wealth Advisor. We are equally interested in speaking with accomplished Advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
A division of Morgan Stanley Wealth Management founded over 45 years ago, Private Wealth Management now includes approximately 300 designated teams managing over $973 billion in client assets. We have the resources to continually expand and enhance our products and platform to address a broader range of client needs. This includes a broad array of specialized capabilities from Morgan Stanley Family Office Resources like Family Governance & Wealth Educations, Estate Planning, Philanthropy and Lifestyle Advisory services.
We always welcome inquiries from families and individuals who are seeking professional financial advice, and are happy to provide introductions to a suitable Private Wealth Advisor. We are equally interested in speaking with accomplished Advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
Services Provided
- Comprehensive Wealth Planning
- Estate Planning Advisory
- Pre-Liquidity Planning
- Philanthropy Management
- Single Family Office Advisory
- Asset AllocationFootnote1
- Portfolio Construction
- Manager Selection
- Alternative InvestmentsFootnote2
- Proprietary Investment Opportunities
- Investing With Impact
- Hedging Strategies
- Mortgages
- Tailored and Asset-Based Lending
- Cash Management SolutionsFootnote3
- Lifestyle Advisory ServicesFootnote4
- Family Governance
- Wealth Education
Our Team at Morgan Stanley Chicago PWM - 203 Market
Michael Manson
First Vice President, Associate Market Manager
Phone:
(312) 453-9102(312) 453-9102
Jennifer Yanz
Senior Vice President, Market Business Service Officer
Phone:
(312) 453-9103(312) 453-9103
Michael Hood
First Vice President, Senior Risk Officer
Phone:
(312) 453-9104(312) 453-9104
About Michael A. Simeone
The head of Morgan Stanley’s flagship Private Wealth Management office in Chicago, Michael Simeone supports Morgan Stanley Private Wealth Advisors and their clients throughout Mid-America Region and beyond. This involves connecting Private Wealth Advisors and their clients to the vast resources of Morgan Stanley to help address the complex, multifaceted challenges of managing significant wealth.
Michael has been recognized as one of the top branch managers and recruiters of talent at the firm and within the industry. He began his financial services industry career in 1994 and has spent the majority of his tenure working with some of the most seasoned and successful teams in the field. Prior to his current position, he was the branch manager of Morgan Stanley’s Fifth Avenue office located in the heart of New York City.
Michael earned a B.A. degree in International Business from Hofstra University.
Michael has been recognized as one of the top branch managers and recruiters of talent at the firm and within the industry. He began his financial services industry career in 1994 and has spent the majority of his tenure working with some of the most seasoned and successful teams in the field. Prior to his current position, he was the branch manager of Morgan Stanley’s Fifth Avenue office located in the heart of New York City.
Michael earned a B.A. degree in International Business from Hofstra University.
About Michael Manson
As Associate Market Manager with Morgan Stanley Private Wealth Management, Mike Manson supports an elite group of leading Private Wealth Advisors throughout the Mid-America Region. Among his many responsibilities, Mike helps Advisors connect clients to the vast resources of Morgan Stanley to help address unique and complex wealth management challenges.
Mike began his career in financial services in 2010, having served as a Private Banker and Ultra High Net Worth Banking Specialist for our Mid-America Region. Prior to joining Morgan Stanley, he was a Wealth Strategist and held various management and sales leadership positions at regional and national banks.
Mike earned his B.A. in Accounting from Roosevelt University, as well as a degree in Finance from Northwestern University.
Mike began his career in financial services in 2010, having served as a Private Banker and Ultra High Net Worth Banking Specialist for our Mid-America Region. Prior to joining Morgan Stanley, he was a Wealth Strategist and held various management and sales leadership positions at regional and national banks.
Mike earned his B.A. in Accounting from Roosevelt University, as well as a degree in Finance from Northwestern University.
About Jennifer Yanz
As a Market Business Services Officer for Morgan Stanley Private Wealth Management, Jennifer Yanz supervises all service and administrative business activities across the division’s Chicago complex.
Jennifer has over 20 years of experience in the financial services industry. She has a multifaceted background which includes wealth management, fixed income sales, and equity trading. Jennifer graduated from Northern Illinois University with a B.S. in Finance.
Jennifer has over 20 years of experience in the financial services industry. She has a multifaceted background which includes wealth management, fixed income sales, and equity trading. Jennifer graduated from Northern Illinois University with a B.S. in Finance.
Explore Career Opportunities at Morgan Stanley Private Wealth Management
Private Wealth Advisors
Supported by extraordinary resources to address the unique needs of their clients and grow their businesses, Private Wealth Advisors are at the center of our franchise. Learn more about the opportunities available to you and your clients.
Great Lakes Region PWM Branch
Find a Financial AdvisorBranch Address
233 S Wacker Dr
Ste 9200
Chicago, IL 60606
US
Branch:
(312) 453-9200(312) 453-9200
Toll-Free:
(800) 621-2006(800) 621-2006
Fax:
(312) 777-2346(312) 777-2346
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Morgan 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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are:NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
© 2025 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Morgan 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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are:NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
© 2025 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 4587905 (9/2025)