Frame-Catlett-Rose (FCR)

Tom’s primary focus is on U.S. equity portfolio management. His areas of concentration are tax deferred multi-generational compounding and estate planning strategies for high-net-worth families. Tom joined Morgan Stanley Investment Management in 1996 and Private Wealth Management in 2007. He has been a member of the firm’s Chairman’s Club since 2014 and was named a Barron’s top Wealth Advisor(1) and Forbes Best in State Wealth Advisor for 2025(2).

Prior to joining Morgan Stanley, Tom was a Vice President at Cheswick Investment Company, a boutique growth stock manager in Greenwich, Connecticut. Before Cheswick, he was a Vice President at Merrill Lynch in the Investment Banking division where he spent eight years focused on real estate and corporate finance advisory assignments. Tom received both his M.B.A. & Juris Doctor degrees from the University of Virginia in 1983 and his A.B. from Brown University in 1979. Tom lives in Greenwich, Connecticut with his wife and children. Tom serves on the Board of The Summer Camp, which sends underprivileged girls to a summer camp experience in Maine.

1. www.barrons.com/advisor/report/top-financial-advisors/1000?page=1
2. Forbes.com (Awarded Apr 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/23 - 6/30/24.

Tom’s primary focus is on U.S. equity portfolio management. He has over 39 years of experience working with high-net-worth individuals, families, and foundations. His areas of concentration include investment management, portfolio construction, and the implementation of customized strategies. Our flagship All Cap & Income Growth portfolios are managed by Tom and the team.

Prior to joining Morgan Stanley in 2010, Tom was a Vice President in the Institutional Equity Division at Kidder Peabody. He then joined Smith Barney Citigroup, where he led a sales team that offered Institutional Equity Coverage for some of the world's top hedge funds, including Soros Fund Management and Tiger Management. Tom earned his B.A. from Hampden Sydney College in 1981 and his M.B.A. from the University of Virginia in 1986. Tom resides in Richmond, Virginia, with his wife and children. He enjoys skiing and playing golf.

Charles’ primary focus is on equity portfolio management. His areas of concentration include individual stock selection and long-term compounding through the team's proprietary equity strategies. In addition to his Portfolio Management (PM) responsibilities, he and his partners work directly with families and clients to source and provide access to select alternative investment opportunities. The team also serves as the link between their clients and other Morgan Stanley divisions, including the Family Office, Tailored Lending, and the Investment Bank.

Before joining Morgan Stanley in 2010, Charles began his career at Citigroup, working with both institutional and individual clients in the Institutional Equity division. After business school he joined Pelagic Capital Advisors, a long/short hedge fund seeded by Julian Robertson and Tiger Management. Charles worked from Pelagic’s London office and oversaw the funds European, Middle East, and African investments.

Charles earned his B.A. from The University of Virginia and his M.B.A. from Columbia Business School. He serves on the Endowment Committee of Christ Church, Greenwich CT; The National Advisory Board of the Jefferson Scholars Foundation, Charlottesville VA; and the St. George’s School Alumni Board, Newport RI. He lives in Greenwich, Connecticut, and is a golfer and lifelong sailor, having completed 11 Newport to Bermuda races and a Transatlantic.

Liz leads our client services and operational functions and is our head trader. She assists with the creation of customized investment plans, reports on investment activity and performance, and communicates with clients regarding their accounts. With 27 years of dedicated service at Morgan Stanley following her graduation from Villanova University, Liz brings a wealth of experience and expertise to her role. She is also a board member of Mercy Center.

Thomas has been with Morgan Stanley since 1996. He graduated from IONA University in 1993 and prior to joining Morgan Stanley he traded money market futures at Sanwa Bank Ltd. His focus is handling all the operational needs of clients from account opening and documentation to trade execution, wires, and transfers. For over 25 plus years Tom has excelled in providing elite client service and his systems knowledge and attention to detail ensure even the most complex situations are as simple as possible for clients.

John’s primary responsibilities are a blend of operational, administrative, and trading functions. He also creates quantitative models that the portfolio management team uses to evaluate and monitor existing and potential investments. John graduated Hobart College and previously worked at Bloomberg LLC., Citi Private Bank, and Sandler O’Neil. He joined Morgan Stanley in 2011.

Tony focuses on the client experience. This includes client account opening and maintenance, funds transfer execution, performance reporting support, and Morgan Stanley Online. He graduated from West Chester University of Pennsylvania in 2020. Tony began his career as a brokerage investment professional at The Vanguard Group, Inc. He joined Morgan Stanley in 2021.

George’s primary focus are a mix of both client management and business development. His responsibilities include trading, investment & performance reporting, marketing, and relationship management. George is a graduate of University of Colorado, Boulder where he received degrees in both film studies and finance.

Sarah’s responsibilities include operational and administrative functions. Sarah is a graduate of Coastal Carolina University and The University of South Carolina. She spent her career in the health care field before joining Morgan Stanley in 2022.