Denver Tech Market Office

David is a Managing Director and Market Executive of the Mountain States Market, overseeing our Wealth Management business in Colorado, Utah, and Wyoming. Prior to this role – David held Market Executive roles in both our Sacramento Market and most recently, our Greater New Jersey Market.

David began his career in the Financial Services industry in 1996 as a Financial Advisor in San Francisco. In 2001, he became a Producing Branch Manager in Santa Rosa, CA – and in 2005 transitioned to full-time management as a Non-Producing Manager – leading branches in Santa Rosa, San Rafael, and then San Francisco, CA. In 2009, he took on his first Market Executive role in Sacramento.

David was born and raised on Long Island, NY and is a 1992 graduate of Stony Brook University - where he played lacrosse and earned a degree in Economics. Following graduation, he entered the United States Marine Corps where he served for 10 years as an Infantry Officer on both active duty and in the reserves.

David resides in Littleton, CO with his wife Lori and their Aussie-Doodles – Ozzie and Roxie. Their children Chad, Jordyn, and Austin reside in California and Washington. In his free time - he enjoys hiking, skiing, golfing, and spending time with family.

Audrey Molina is a Senior Vice President, Market Business Service Officer, for the Mountain States Market which includes fourteen branches in the states of Colorado, Utah, and Wyoming. Audrey began her career with Morgan Stanley in 1981. She moved to Dallas TX and was a manager for multiple branches supporting service, compliance, and risk. Audrey now lives in Colorado where she leads the service team for the market. The Mountain States Market is committed to the firm’s core value of “Put Clients First” and strives to provide world class service to each client. Equally important is to ensure there is an inclusive and welcoming environment for all employees in these branches.

Audrey grew up in Longview Tx where she started her career. She moved to Dallas TX where she was a manager for 35 years until moving to Colorado with her family. Audrey and her family enjoy hiking, camping and traveling to visit friends and family.

As the Senior Risk Officer, Denise protects the interests of clients, Financial Advisors, and the firm. While much of her role is to identify policy adherence, Denise has the unique ability to apply critical thinking that transforms compliance policy into solutions for real world scenarios.

Denise works with Financial Advisors to establish best practices to ensure that clients are receiving the Morgan Stanley Standard of Care.

Denise began her career in the Financial Services industry in 2008, joining Morgan Stanley in 2017 as a Risk Officer for the San Diego, CA, Market. In 2024, Denise joined the Leadership team as Senior Risk Officer for the Mountain States Market.

Denise spends her free time with her daughters, Zoe and Cassidy or hiking with her partner, Paul. She enjoys painting and drawing and carries a sketch book with her wherever she goes.

Denise is very active in the community and volunteers for Feeding America, Fill A Belly Carlsbad, Happy To Help SM, Frosted Faces Foundation, and is a member of Toastmasters International.

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 and 63 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.

Betsy Beck is a Senior Market Administrator with over 17 years of administrator experience in the financial services industry. She assists the Mountain States management team with key initiatives and projects, while also assisting colleagues with operational, risk and service tasks . Outside of work she enjoys supporting her local community volunteering at the Food Bank of the Rockies and Project C.U.R.E. She resides in Parker, Colorado with her son and daughter.

Stephen is a seasoned Business Service Officer at Morgan Stanley, with over seven years of dedicated service. He began his career at Morgan Stanley in the Sacramento, CA market before relocating to Denver, CO with his wife, Meghan.

Prior to joining Morgan Stanley, Stephen spent six years as a Financial Advisor at Merrill Lynch in Raleigh, North Carolina, where he developed his skills in financial advising and client management. He holds a degree in Finance from Bloomsburg University, which laid the foundation for his successful career in the financial industry.

Outside of work, Stephen and his wife Meghan are passionate triathletes and their two dogs Dobby and Jaxs. They had the honor of competing in the 70.3 Ironman World Championships in Spain in 2025, showcasing their dedication and commitment to the sport.

Lisa began her Morgan Stanley career in 2007 as a Financial Advisor with Smith Barney in Stuart, Florida. In 2013, after a short time away from the Firm, she transitioned back to Morgan Stanley, and has been in several roles since then including Service Associate, Client Service Associate, Risk Officer, and Senior Risk Officer for the San Francisco Hawaii Market. She is happy to be back home in Denver again, and currently lives in Littleton with her husband Jamie. They both enjoy hiking, reading, and traveling. Lisa is a US Army veteran, and the very proud mom of a US Navy sailor currently serving at Pearl Harbor, HI.

Matt Parkin joined Morgan Stanley in 2021 as the Financial Planning Director, for the Mountain States Complex. Matt has over a decade experience in wealth management. Prior to joining Morgan Stanley, Matt was a financial planner for the Wealth Strategies Group with Charles Schwab Corporation. Matt specializes in helping Financial Advisors’ clients create comprehensive wealth strategies. As Financial Planning Director, Matt’s role is to analyze your financial puzzle pieces including investments, insurance, tax, trust and estate documents, and put those pieces back together in a retirement picture that is most efficient for the client’s retirement and wealth transfer goals.

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.

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.

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.

Stacey Waite is the Insured Solutions Director for Southern California, AZ, NM, and Mountain States in the Western Region at Morgan Stanley. With over 20 years of experience in the financial services industry, she brings with her a robust background in retirement income strategies and life insurance solutions.

Prior to joining Morgan Stanley in late 2022, Stacey worked as a Dedicated Life Consultant in Edward Jones for Prudential Life Distributors where she partnered with advisors to identify and offer insurance strategies for individuals, business owners, complex transfer concepts, including estate planning, charitable giving, and much more. Previous to Prudential, she worked for Brighthouse Financial (formerly MetLife investors) for 12 years. She joined in 2009 as an annuity internal wholesaler and earned Internal Wholesaler of the year in 2012. In 2013, she was promoted to Regional Sales Vice President for life insurance in the Southern California, AZ, Las Vegas and NM regions. She began her career in the financial services industry working as a marketing associate, Operations Manager and sales assistant to advisors at both what was formerly Crowell, Weedon & Co and lastly LPL.

Stacey holds a BA in Political Science from UCLA. She holds her Series 7, 6, 63, 66 and Life & Health License. Stacey was raised in Oceanside, CA and currently resides in Costa Mesa, CA with her husband, Ralph, and 2 step-sons, Nolan (20), Mason (18), and 2 cats, Lyla and Charley. She is an avid football fan and loves all things UCLA. She enjoys being active, cooking, live music and spending time with family and friends.

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.