Denver Branch Office

I help Financial Advisors and Teams Grow Net New Assets by combining Coaching, Strategic Teaming, and Morgan Stanley’s Platform—now accelerated by AI-enabled capabilities. As a Market Manager, my core strength is coaching Advisors and Teams to build stronger practices: better teaming, higher productivity, and—most importantly—sustained Net New Assets growth.

My 33 years with Morgan Stanley helps me leverage an extensive internal network and firm resources to solve problems, unlock opportunities, and bring the right capabilities to clients and prospects. A major priority for me now—and for our future—is ensuring our Market fully embraces AI-enabled capabilities to elevate both client service and advice. We have meaningful advantages in technology and platform breadth, and I’m committed to helping our teams translate those advantages into real-world results: better client experiences, more efficient practices, and stronger growth. I also believe deeply in the power of strategic partnerships among Advisors. The best outcomes often come when people intentionally pair complementary strengths (planning, investments, lending, alternatives, business owner solutions, and Ultra High Net Worth Clients to serve clients more completely. Done right, it’s not “a marriage,” it’s a joint venture/ strategic partnership that builds morale, acquires new clients, and leverages the talent of their peers. I prioritize a culture where people can speak openly, collaborate without fear of reprisal—because when the environment is personal and high-trust, performance follows.

Over the last 15 years I’ve become a practitioner of Stoic Philosophy and Principles. My favorite core philosophy is known as the Dichotomy of Control. Instead of wasting mental energy, anxiety, and frustration fighting things you can’t control, Stoicism suggests you accept external events exactly as they are. By doing so, you reclaim your power—how you choose to react is entirely up to you. Focus your energy on things you can control.

Outside of work, I’ve been married to my wife Lisa for 44 years, we have four dogs, and I proudly support dog adoption charities. I’m also passionate about motorcycles, enjoy cooking, and have a decent wine collection.

What I enjoy most professionally is seeing people I’ve hired, coached, and mentored over the years become Managing Directors, Senior Management Leaders, and Industry Standouts—that’s the legacy that matters to me. If you’re passionate about client-first advice and service and building great teams, I am always open to connecting.

Terri has spent the past 30+ years at Morgan Stanley and its predecessor firms working in several roles. Terri has been in the local Market since 2016. Having worked alongside clients and Financial Advisors gives Terri a unique insight in her current role of Risk Officer.
In her spare time, she loves crafting, being outdoors and spending time with her family.

Jill spent much of her career in the medical industry having worked at Yale University School of Medicine for 17 years before moving to Colorado in 2004. After raising her two sons, she decided to change careers and enter the financial world as Branch Administrator at Morgan Stanley. Jill is the Branch Administrator for our Denver, Boulder, and Loveland branches.

In her free time, she enjoys cooking, traveling, and spending time with friends and family.

Matt Gerth joined Morgan Stanley in 2022 as a Sr. PWM Client Service Associate in Dallas Texas. Matt was a member of The Park District Group in Dallas as well as the PWM Houston Enhanced Advisor Support Team. Prior to joining the firm in 2022, Matt served as a Private Wealth Management Senior Client Service Manager for CIBC Private Wealth in Dallas, where he supported senior relationship managers in all phases of account and relationship management. Prior to that, Matt served as a Trust Administrative Officer for Bank of America Private Bank in Nashville Tennessee where he supported trust officers with account and relationship administration & operations for the company's Tennessee market.
Matt received both his MBA and his Bachelor of Business Administration degree from Middle Tennessee State University.

Susan Cattand serves as Business Development Manager for the Mountain States Market and is responsible for helping Financial Advisors grow and scale their practice. With a focus on understanding Financial Advisors’ goals and priorities, she connects them to firm resources to enhance and deepen their relationships with their clients. Susan has been in the financial services industry for 18 years and joined Morgan Stanley in 2025. Prior to Morgan Stanley, Susan was in National Accounts at Janus Henderson Investors, where she deepened key broker-dealer home office partnerships in the wirehouse channel. Prior to that, she held various roles in marketing and administration at Janus Henderson.

Originally from North Carolina, but being part of a military family, Susan spent a large part of her childhood in the Netherlands before moving to Colorado during high school. She earned her bachelor’s degree in sociology from the University of Colorado and is Series 7, 63 and 65 licensed. She serves as Co-Head of the Denver Chapter of Women in ETFs where she is active in their Mentorship and University Outreach programs, helping young women learn more about the financial services industry and grow in their careers.

Susan and her husband Rob are nearly empty nesters located in southeast Aurora, CO. They have two college-aged daughters and an adult son. Susan spends her free time trying new recipes, working on her golf game, catching live music and theater, and supporting her sports teams, the Colorado Rapids, Tottenham Hotspur and the Pittsburgh Steelers.

​Matt Williams is the Consulting Group’s Regional Advisory Director for Morgan Stanley’s Western and Mid America Regions. In this capacity, Matt manages the strategic initiatives, coverage model and sales director team for the Consulting Group business line. In addition, Matt is responsible for business development, marketing and sales efforts of investment advisory services throughout the mountain states region. He works directly with Financial Advisors on improving their usage and knowledge of the advisory platforms. Additionally, Matt works closely with other strategic areas of focus for the advisory business including MS Virtual Advisor, MS Portfolios Solutions and the CG Fixed Income Specialists team. ​Prior to his role as Regional Manager/Regional Director, Matt was the Senior Divisional Analyst for Western & Central Division. In this position Matt oversaw 10 technical analysts located across the western part of the country. Matt was also responsible for training analysts that work for branches or individual Financial Advisors. Matt has a B.S. in Finance from the University of Utah and is Series 7, 9, 10 and 66 licensed. Matt also holds the Certified Investment Management AnalystSM designation, administered by the Investments and Wealth Institute.

John Jameson is a Regional Director within the Alternative Investments Group at Morgan Stanley, covering the Western Region. John joined Morgan Stanley from SkyBridge Capital where he was a Vice President covering hedge funds, real estate, private equity, and credit strategies for Financial Advisors in the Southeast. During his time at SkyBridge John worked with Financial Advisors and their teams to build out the alternative investment sleeve of their portfolio. John looks forward to continuing that success here at Morgan Stanley across both proprietary and third-party strategies. A native to Georgia, John received a B.S. in Business from the University of Georgia and will be based in New York, NY.

Chad Johnson has been with Morgan Stanley for over 12 years and has held a number of roles within the firm. Initially joining Morgan Stanley in Chicago Financial Advisor in the firm’s Client Advisory Center. Chad has been a Client Service Associate, Complex Client Service Associate Coach and currently a Field Training Specialist. Chad’s experience across these different roles at Morgan Stanley has allowed him to hone his skills in the firm’s platforms, with a particular strength in Modern Wealth engagement. Before Morgan Stanley, Chad worked at small regional investment firm in Chicago where he built his book of business through vigorous cold calling. Chad covers multiple markets within Morgan Stanley’s Western Region, spanning across Colorado, Utah, Wyoming, Nevada and California. He has exceled at incorporating Modern Wealth Management tools into a business practice, with the client in mind.

Chad graduated from Michigan State University where he studied Telecommunications. In his free time, he can be found enjoying all the outdoor activities Colorado has to offer with his wife and 3 children.

Paul is a Wealth & Estate Planning Strategist in Morgan Stanley’s Wealth Management Division, delivering sophisticated wealth planning advice to high-net worth individuals and families by advising on a variety of complex income, estate, gift and generation-skipping transfer tax planning techniques.
Prior to joining Morgan Stanley in 2022, Paul was an associate in the Private Wealth Planning group of the law firm Baker & Hostetler, LLP in its Denver, Colorado office. Previously, Paul was an associate in the Estates, Trusts & Tax Planning group of the law firm Pillsbury Winthrop Shaw Pittman, LLP in its New York, New York office. Paul’s career in private practice focused on developing and implementing sophisticated wealth planning advice and estate plans for high-net worth individuals and families to preserve wealth, protect assets from creditors and enhance philanthropic goals.
Paul attended Boston College where he earned a Bachelor of Arts in English. Thereafter, Paul earned his Juris Doctor from the Villanova University School of Law. After law school, Paul earned his Master of Laws (LL.M.) in Taxation from the New York University School of Law.