Scott Sklar
Managing Director, Wealth Management, Financial Advisor
Phone:
(212) 296-7473(212) 296-7473
Morgan Stanley Private Wealth Management
Craig Pastolove, CIMA®, CPWA®
Managing Director, Private Wealth Management,
Financial Advisor,
Alternative Investments Director
Direct:
(212) 296-1026(212) 296-1026
Toll-Free:
(866) 930-1474(866) 930-1474
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
Welcome
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: TX, NH, VT, KY, OR, CO, NV, IL, ID, FL, CT, SC, IN, AZ, MD, UT, PA, MT, MI, DE, DC, VA, TN, HI, NE, MN, MA, CA, OH, MS, LA, AR, AL, PR, SD, NY, NJ, NC, ME, GA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1293950
NMLS#: 1293950
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 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- 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, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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.
Barron's Top 1200 Financial Advisors
Craig Pastolove was named to Barron's Top 1200 Financial Advisors from 2012-2017, 2022-2024.
* 2012-2017, 2022-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2012-2017 and 2022-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
* 2012-2017, 2022-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2012-2017 and 2022-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Forbes' Best-In-State Wealth Advisors
Craig Pastolove was named to Forbes' Best-In-State Wealth Advisors from 2018-2024.
* 2018-2024 Forbes Best-In-State Wealth Advisors
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.
* 2018-2024 Forbes Best-In-State Wealth Advisors
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.
Financial Times 401 Top Retirement Plan Advisors
Craig Pastolove was named to the Financial Times 401 Top Retirement Plan Advisors in 2016, 2017 and 2020.
* 2016-2017 and 2020 Financial Times 401 Top Retirement Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 12/31/16 - 12/31/19
Awarded 2017; data 12/31/14 - 12/31/16
Awarded 2016; data 12/31/13 - 12/31/15
* 2016-2017 and 2020 Financial Times 401 Top Retirement Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 12/31/16 - 12/31/19
Awarded 2017; data 12/31/14 - 12/31/16
Awarded 2016; data 12/31/13 - 12/31/15
Financial Times 400 Top Financial Advisors
Craig Pastolove was named to the Financial Times 400 Top Financial Advisors in 2016 and 2020.
* 2016, 2020 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2016; data 9/30/13 - 9/30/15
* 2016, 2020 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2016; data 9/30/13 - 9/30/15
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 296-1026(212) 296-1026
Toll-Free:
(866) 930-1474(866) 930-1474
Fax:
(212) 296-1059(212) 296-1059
Meet My Team
Jesse Friedman, CFP®
Senior Vice President, Financial Advisor
Phone:
(212) 296-1030(212) 296-1030
Janne Lee
Vice President, Wealth Management Associate
Phone:
(212) 296-1029(212) 296-1029
Chad Levy, CFP®, CPFA®
Financial Advisor
Phone:
(212) 296-7470(212) 296-7470
Vanessa Kistenmacher
Assistant Vice President, Group Director
Phone:
(212) 296-0230(212) 296-0230
Carolina Chatila, CFP®, CIMA®
Wealth Planning Specialist
Phone:
(212) 296-0971(212) 296-0971
Brett Hosenbold, CFA®*
Vice President, Investment Consultant, Portfolio Manager
Phone:
(212) 296-7093(212) 296-7093
Stacey Smith
Assistant Vice President, Wealth Management Associate
Phone:
(212) 296-0227(212) 296-0227
Carina Sumeico
Client Service Associate
Phone:
(212) 296-1774(212) 296-1774
Tyler Holt
Client Service Associate
Phone:
(212) 296-6259(212) 296-6259
About Scott Sklar
Scott Sklar is a Managing Director and Financial Advisor for Excelsior Wealth Management at Morgan Stanley. With almost 30 years of experience in the industry, Scott focuses on providing exemplary service to institutional clients through capital markets coverage, proactive advice and consistent & direct communication. He works with funds and family offices that range in size from $100 million to $10 billion.
In 1992, Scott graduated from George Washington University with a Bachelor of Arts in International Business. Afterwards, he joined Prudential where he became a Council Producer level advisor by his fourth year with the firm. He eventually left Prudential in 2001 for Smith Barney, which is now Morgan Stanley. 10 years later, he joined Excelsior Wealth Management and has since sat on their Investment Committee, which is responsible for managing their proprietary equity, fixed income and alternative investment model portfolios. Scott has received multiple internal and external accolades since joining the firm. Specifically, Scott was named by Forbes in 2020 as one of America's top wealth advisors in New York State.
Scott and his wife, Andi, currently reside in Westport, Connecticut with their three children. The two are actively involved with many philanthropic organizations such as Al's Angels, Dana Farber and Pink Aid, and regularly use their home for charitable events. He was involved in raising money and awareness for Jacob's Cure for over 15 years, a charity that sponsored various events to provide support for the families with children afflicted with Canavan disease and to help fund a research lab that worked to find a cure. Scott enjoys coaching his kids in sports, as well as traveling, swimming and golfing.
Disclaimer:
Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded Aug 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
In 1992, Scott graduated from George Washington University with a Bachelor of Arts in International Business. Afterwards, he joined Prudential where he became a Council Producer level advisor by his fourth year with the firm. He eventually left Prudential in 2001 for Smith Barney, which is now Morgan Stanley. 10 years later, he joined Excelsior Wealth Management and has since sat on their Investment Committee, which is responsible for managing their proprietary equity, fixed income and alternative investment model portfolios. Scott has received multiple internal and external accolades since joining the firm. Specifically, Scott was named by Forbes in 2020 as one of America's top wealth advisors in New York State.
Scott and his wife, Andi, currently reside in Westport, Connecticut with their three children. The two are actively involved with many philanthropic organizations such as Al's Angels, Dana Farber and Pink Aid, and regularly use their home for charitable events. He was involved in raising money and awareness for Jacob's Cure for over 15 years, a charity that sponsored various events to provide support for the families with children afflicted with Canavan disease and to help fund a research lab that worked to find a cure. Scott enjoys coaching his kids in sports, as well as traveling, swimming and golfing.
Disclaimer:
Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded Aug 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
Securities Agent: VT, NY, PA, NH, DC, CT, UT, PR, IL, FL, TN, ME, MD, GA, DE, TX, SD, NV, MN, KY, ID, CO, CA, AR, WY, NC, MA, SC, HI, AL, MT, AZ, NE, MI, IN, VA, OR, NJ, LA, OH; General Securities Representative; Investment Advisor Representative
About Jesse Friedman
Jesse Friedman, CFP® is a Senior Vice President and Financial Advisor for Excelsior Wealth Management at Morgan Stanley. He is the primary day-to-day contact for clients and their other advisors, including attorneys, accountants and family office directors. He is also responsible for marshalling the financial planning process for existing clients and developing customized solutions for new ones. Jesse also leads meetings with corporate retirement plan clients and interfaces directly with employees on financial planning matters. Finally, Jesse manages the other team members in a concerted effort to help ensure that client needs are met efficiently and effectively.
Four weeks after graduating from Brandeis University with a double major in economics and political science in 2001, Jesse joined Excelsior Wealth Management. In 2011, he obtained Certified Financial Planner (CFP®) designation, allowing him to provide even more intimate planning knowledge and strategic advice to clients. He closely follows industry trends and changes, providing clients with proactive, salient advice.
Jesse lives in Manhattan with his wife and high school sweetheart, Melissa, and their sons Eli and Zach. He is an active member the Brandeis University Alumni Association and Central Synagogue, and serves as a trustee of the Churchill School and Center on Manhattan’s east side. In his spare time, Jesse enjoys travelling, tennis and supporting the New York Rangers and New York Giants.
Four weeks after graduating from Brandeis University with a double major in economics and political science in 2001, Jesse joined Excelsior Wealth Management. In 2011, he obtained Certified Financial Planner (CFP®) designation, allowing him to provide even more intimate planning knowledge and strategic advice to clients. He closely follows industry trends and changes, providing clients with proactive, salient advice.
Jesse lives in Manhattan with his wife and high school sweetheart, Melissa, and their sons Eli and Zach. He is an active member the Brandeis University Alumni Association and Central Synagogue, and serves as a trustee of the Churchill School and Center on Manhattan’s east side. In his spare time, Jesse enjoys travelling, tennis and supporting the New York Rangers and New York Giants.
Securities Agent: CT, WY, VT, SD, CO, PA, MS, ME, GA, AR, AL, NE, NC, TN, NY, TX, SC, MN, LA, HI, UT, MD, MA, KY, DE, DC, IN, FL, CA, AZ, OR, NV, NJ, IL, ID, PR, OH, NH, VA, MT, MI; General Securities Representative; Investment Advisor Representative; Managed Futures
About Janne Lee
Janne Lee is an Assistant Vice President & Wealth Management Associate for Excelsior Wealth Management at Morgan Stanley. A 25-year veteran of the financial industry, she helps address the specific needs of high net worth clients. She also ensures all new clients have a smooth transition into Morgan Stanley and specifically, Excelsior Wealth Management.
After graduating from the University of South Carolina in with a degree in Management, Janne held several positions with prestigious companies like Oppenheimer, Fidelity, CSFB Direct and The Sun News. Janne joined the team in 2004, where she has since provided exceptional service to each of the team’s clients.
A native of Myrtle Beach, South Carolina, Janne now resides on the Lower East Side with her husband, Billy Lee, and their three children. Janne is actively involved with her children’s school’s parent teachers association, as well as charities including Womankind and Explore Chinatown. In her remaining free time, she enjoys traveling, running, biking and reading.
After graduating from the University of South Carolina in with a degree in Management, Janne held several positions with prestigious companies like Oppenheimer, Fidelity, CSFB Direct and The Sun News. Janne joined the team in 2004, where she has since provided exceptional service to each of the team’s clients.
A native of Myrtle Beach, South Carolina, Janne now resides on the Lower East Side with her husband, Billy Lee, and their three children. Janne is actively involved with her children’s school’s parent teachers association, as well as charities including Womankind and Explore Chinatown. In her remaining free time, she enjoys traveling, running, biking and reading.
About Chad Levy
Chad Levy, CFP® is a Financial Advisor for Excelsior Wealth Management at Morgan Stanley. His primary roles include providing introductions for the team, building holistic financial plans, maintaining relationships with existing clients, evaluating investments, and conducting 401(k) education sessions.
Chad graduated from the University of Connecticut, where he received his Bachelor’s degree in Economics. Chad started his career as an advisor with ING Financial Partners, where he built his own book of business and became the top producer from his graduating class. After two highly successful years with the group, he joined Excelsior Wealth Management in 2015, where he has leveraged his network to bring in new business for the team. In his tenure with the team, he acquired his Certified Financial Planner (CFP®) designation where he continues to develop his extensive knowledge in the wealth management field.
Originally from Roslyn, NY, Chad has participated in a number of philanthropic ventures and charities such as Meals on Wheels, Toys for Tots, and the American Cancer Society. Chad currently lives in Manhattan and in his free time, he enjoys tennis, martial arts, biking and playing guitar.
Chad graduated from the University of Connecticut, where he received his Bachelor’s degree in Economics. Chad started his career as an advisor with ING Financial Partners, where he built his own book of business and became the top producer from his graduating class. After two highly successful years with the group, he joined Excelsior Wealth Management in 2015, where he has leveraged his network to bring in new business for the team. In his tenure with the team, he acquired his Certified Financial Planner (CFP®) designation where he continues to develop his extensive knowledge in the wealth management field.
Originally from Roslyn, NY, Chad has participated in a number of philanthropic ventures and charities such as Meals on Wheels, Toys for Tots, and the American Cancer Society. Chad currently lives in Manhattan and in his free time, he enjoys tennis, martial arts, biking and playing guitar.
Securities Agent: VT, OH, UT, SD, SC, VA, PR, PA, OR, WY, TX, NY, NV, NJ, NE, NC, MT, MS, MN, MI, ME, MD, MA, LA, KY, CA, HI, CT, DE, DC, GA, NH, CO, IL, AZ, ID, FL, AR, AL, RI, IN, TN; General Securities Representative; Investment Advisor Representative
About Vanessa Kistenmacher
Vanessa Kistenmacher is an Assistant Vice President and Group Director for Excelsior Wealth Management at Morgan Stanley. Since joining the team in 2015, she has had a variety of responsibilities including managing workflow, providing operational support on client relationships, overseeing the development and implementation of strategies to help achieve desired results, and hiring & training team members.
Originally from Brazil, Vanessa attended the City College of New York where she received her bachelor’s degree. Upon graduation, she worked in the legal field of immigration law, specifically with an elite, high net worth group of Brazilian nationals. Vanessa has received her FINRA® Series 7 and 66 registrations since joining the team.
Vanessa currently resides in Chatham, New Jersey and is fluent in Portuguese. She enjoys running, traveling and going to the beach.
Originally from Brazil, Vanessa attended the City College of New York where she received her bachelor’s degree. Upon graduation, she worked in the legal field of immigration law, specifically with an elite, high net worth group of Brazilian nationals. Vanessa has received her FINRA® Series 7 and 66 registrations since joining the team.
Vanessa currently resides in Chatham, New Jersey and is fluent in Portuguese. She enjoys running, traveling and going to the beach.
About Carolina Chatila
Carolina Chatila is a Wealth Planning Specialist for Excelsior Wealth Management at Morgan Stanley. In her role, she prepares quarterly performance reports, attends and runs meetings with clients and prospects, constructs comprehensive financial plans, and helps implement investment decisions. She also handles the marketing efforts for the team such as creating brochures, managing social media accounts, and updating the team’s website.
Prior to Morgan Stanley, Carolina attended Boston College where she graduated with a degree in mathematics. During her collegiate career, she worked for Blue Hill Research as a sales and marketing operations intern. Upon her graduation in 2016, Carolina joined Morgan Stanley and has remained with the firm since. She is both Series 7 & 66 certified and is a Certified Financial Planner (CFP®), a designation* she earned in 2019. In 2021, she received her Certified Investment Management Analyst designation* from the Wharton School of Finance of the University of Pennsylvania.
Carolina was born in Geneva, Switzerland and was raised in London. She eventually moved to the United States during her adolescent years, living in both Georgia and Washington DC. She supports several non-profits and has volunteered for charitable projects around the city such as Meals on Wheels and adoption events with Best Friends Animal Society. Carolina also partook in a three-day charity bike ride from Boston to New York, raising over $10,000 for Housing Works, an NYC-based non-profit which aims to fight AIDS and homelessness. She now resides in Williamsburg, Brooklyn and in her free time enjoys reading, traveling and photography.
*This role cannot solicit or provide investment advice
Prior to Morgan Stanley, Carolina attended Boston College where she graduated with a degree in mathematics. During her collegiate career, she worked for Blue Hill Research as a sales and marketing operations intern. Upon her graduation in 2016, Carolina joined Morgan Stanley and has remained with the firm since. She is both Series 7 & 66 certified and is a Certified Financial Planner (CFP®), a designation* she earned in 2019. In 2021, she received her Certified Investment Management Analyst designation* from the Wharton School of Finance of the University of Pennsylvania.
Carolina was born in Geneva, Switzerland and was raised in London. She eventually moved to the United States during her adolescent years, living in both Georgia and Washington DC. She supports several non-profits and has volunteered for charitable projects around the city such as Meals on Wheels and adoption events with Best Friends Animal Society. Carolina also partook in a three-day charity bike ride from Boston to New York, raising over $10,000 for Housing Works, an NYC-based non-profit which aims to fight AIDS and homelessness. She now resides in Williamsburg, Brooklyn and in her free time enjoys reading, traveling and photography.
*This role cannot solicit or provide investment advice
About Brett Hosenbold
Brett Hosenbold, CFA®,* is an Investment Consultant for Excelsior Wealth Management at Morgan Stanley. He is responsible for all aspects of the investment due diligence process in order to create customized global multi-asset portfolios that are aligned with clients’ risk tolerances and objectives. This includes formulating tactical and strategic asset allocation decisions based upon the current and forecasted macro environment.
Upon graduating from the University of Wisconsin-Madison, Brett entered the financial industry and received his Chartered Financial Analyst (CFA®) designation,* as well as his Series 7 and 66 licenses. A couple of years into his career, he joined Morgan Stanley and has since held several positions within the firm. Prior to joining Excelsior Wealth Management in 2021, he worked for a Graystone Consulting team as an Institutional Consulting Analyst.
A current resident of Manhattan, Brett enjoying running, spending time with family & friends, and playing basketball.
*This role cannot solicit or provide investment advice
Upon graduating from the University of Wisconsin-Madison, Brett entered the financial industry and received his Chartered Financial Analyst (CFA®) designation,* as well as his Series 7 and 66 licenses. A couple of years into his career, he joined Morgan Stanley and has since held several positions within the firm. Prior to joining Excelsior Wealth Management in 2021, he worked for a Graystone Consulting team as an Institutional Consulting Analyst.
A current resident of Manhattan, Brett enjoying running, spending time with family & friends, and playing basketball.
*This role cannot solicit or provide investment advice
About Stacey Smith
Stacey Smith is an Assistant Vice President for Excelsior Wealth Management at Morgan Stanley. Stacey’s day-to-day responsibilities include opening new accounts for both retail and institutional clients, assisting with client requests, and all other aspects of daily account management.
A graduate of Binghamton University, Stacey began her financial services career in 1998 with Prudential. Three years later, Stacey transitioned to Morgan Stanley and has been with the firm since.
Stacey currently resides in Bergen County, New Jersey with her husband and two boys. In her free time, she enjoys taking part in her children’s school’s functions and fundraisers, as well as swimming and reading.
A graduate of Binghamton University, Stacey began her financial services career in 1998 with Prudential. Three years later, Stacey transitioned to Morgan Stanley and has been with the firm since.
Stacey currently resides in Bergen County, New Jersey with her husband and two boys. In her free time, she enjoys taking part in her children’s school’s functions and fundraisers, as well as swimming and reading.
About Carina Sumeico
Carina Sumeico is a Registered Client Service Associate for Excelsior Wealth Management at Morgan Stanley. Her role involves preparing quarterly performance reports for clients, attending meetings with existing and prospective clients, running comprehensive financial plans, implementing investment decisions and helping participants navigate & implement their plans.
After interning with the group in 2019, Carina joined Excelsior Wealth Management full-time in 2020 after graduating from the University of Michigan with a bachelor’s in economics. Prior to her internship with the group, she was a finance and operations intern for a FinTech company in South Florida. Carina is FINRA® Series 7 and 66 registered.
While currently residing in Manhattan, Carina was born in Moldova and is fluent in Romanian. Outside the office, she enjoys going to the beach and traveling.
After interning with the group in 2019, Carina joined Excelsior Wealth Management full-time in 2020 after graduating from the University of Michigan with a bachelor’s in economics. Prior to her internship with the group, she was a finance and operations intern for a FinTech company in South Florida. Carina is FINRA® Series 7 and 66 registered.
While currently residing in Manhattan, Carina was born in Moldova and is fluent in Romanian. Outside the office, she enjoys going to the beach and traveling.
About Tyler Holt
Tyler Holt is a Client Service Associate for Excelsior Wealth Management at Morgan Stanley. Her primary responsibilities include onboarding new accounts, processing client transactions, implementing investment decisions and maintaining client accounts.
Tyler joins the team as an accomplished, recent graduate from the University of Kentucky, where she received a bachelor’s in Finance and a minor in International Business. While in college, she was also a Bookkeeper and Legal Assistant for a law firm in Kentucky, where she assisted in all facets of their financial operation. She also partook in a global portfolio simulation during college, generating impressive returns that ranked amongst the best in her class.
On top of her collegiate and professional accolades, she also has an extensive track record of volunteer work in her community. Specifically, she served as a fundraising volunteer for the St. Jude Children Research Hospital in Memphis. A native of Chicago, Tyler now resides in Manhattan. In her free time, she enjoys reading, traveling and spending time on Lake Michigan.
Tyler joins the team as an accomplished, recent graduate from the University of Kentucky, where she received a bachelor’s in Finance and a minor in International Business. While in college, she was also a Bookkeeper and Legal Assistant for a law firm in Kentucky, where she assisted in all facets of their financial operation. She also partook in a global portfolio simulation during college, generating impressive returns that ranked amongst the best in her class.
On top of her collegiate and professional accolades, she also has an extensive track record of volunteer work in her community. Specifically, she served as a fundraising volunteer for the St. Jude Children Research Hospital in Memphis. A native of Chicago, Tyler now resides in Manhattan. In her free time, she enjoys reading, traveling and spending time on Lake Michigan.
Wealth Management
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Portfolio Insights
This is a video content
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
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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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.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Alternative 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures
CRC 4237142 (02/2025)
