Front Street Group

Anthony is the founder of Front Street Group and a Managing Director, Family Wealth Director, Alternative Investments Director, Portfolio Management Director, Global Sports and Entertainment Director, and Private Wealth Advisor with Morgan Stanley Private Wealth Management. Drawing on more than 30 years of financial industry experience, Anthony works with clients to create integrated wealth plans focusing on fixed-income management, private equity and risk management strategies for concentrated positions. Anthony has been recognized by Barron’s as one of the Top 1,000 U.S. Financial Advisors from 2011 to 2013 and Top 1,200 U.S. Financial Advisors from 2014 to 2023. He was named among the Financial Times 400 Top Advisers from 2015 to 2017 and Forbes Best-in-State Wealth Advisors from 2018 to 2024.

Prior to joining Morgan Stanley in 2008, Anthony worked as a private wealth advisor at UBS, also serving as a member of the Advisory Council to Management, the Global Circle of Excellence, the UBS Chairman’s Council and the Dow Jones Wealth Management Advisory Council. He joined UBS from Donaldson, Lufkin & Jenrette/Credit Suisse’s Corporate Services Group, where he was a regional director and served on the Corporate Advisory Council. Earlier in his career, Anthony worked with select family groups at Tucker Anthony and Bear Stearns. He earned a B.S. in business management and economics from Bloomsburg University. Anthony served as a member of the Morgan Stanley PWM Advisory Council to Management from 2018 to 2025, including the Co-Chair position from 2022 to 2025.

Outside the office, Anthony was a trustee of the Paoli Hospital Foundation (2016-2022) and the Willistown Conservation Trust (2019-2022). He previously served as a trustee at the Malvern Preparatory School and was formerly a member of the executive committee at Bringing Hope Home, a nonprofit organization that provides financial assistance to families battling cancer in the Greater Philadelphia area. He currently lives in Austin, Texas, with his wife, Linda. They have three grown children.

2011-2023 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 2011-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2015-2017 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14

Jeff focuses on helping entrepreneurs and families navigate the complexities of managing their wealth by clarifying their financial goals and developing strategies that align with these objectives. His background in estate planning allows him to offer knowledgeable recommendations regarding wealth transfer and family governance issues, integrating his advice with investment recommendations and clients’ estate attorneys and tax professionals. Jeff is particularly adept at translating challenging financial concepts into specific and actionable steps to make the planning process more achievable and understandable.

Jeff joined Front Street Group as a partner in 2009 and has since been named one of Forbes’ Best-in-State Wealth Advisors from 2020 to 2024. Prior to joining the team, Jeff was a senior associate at CMS Companies, where he advised clients on the construction of alternative investment portfolios, including private equity, real estate and specialty finance. He also counseled clients on the use of tax-advantaged intergenerational and charitable planning techniques. Jeff graduated from the University of Wisconsin-Madison with a B.S. in behavioral science and law, and he subsequently obtained an integrated J.D./M.B.A. graduate degree from Temple University’s Beasley School of Law and Fox School of Business and Management. He is a nonpracticing attorney and member of the Pennsylvania Bar.

Jeff is actively involved with Settlement Music School in Philadelphia, where he serves as a member of the investment committee, chair of the communications committee and board member of the Wynnefield branch. In his free time, Jeff enjoys tennis and traveling to unique hiking locations and concert experiences. He is a drummer in the band Cabin Dogs, which has released four albums of roots and blues-based music. Jeff lives in the Philadelphia suburbs with his wife and three children. The family enjoys giving back to their community by volunteering at a local shelter and training their golden retriever to be a therapy dog.

2020-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Jason drives and guides the team’s operations on a day-to-day basis, seeking to ensure Morgan Stanley’s platform is maximized to best serve its clients.

Jason began his career at Morgan Stanley in 2010 in the Institutional Securities Division in Glasgow, Scotland. In 2013, he relocated to Maryland to join a team of operational specialists supporting Institutional Securities and Private Wealth Management. During his decade at Morgan Stanley, Jason has developed extensive knowledge in Prime Brokerage and Private Wealth Management, drawing on experience in operational excellence, client service and risk management. Jason has an honors degree in mathematics from Heriot Watt University in Edinburgh, Scotland.

Born in Pretoria, South Africa, Jason moved to Scotland with his family at the age of eleven. He now lives in Westminster, Maryland, with his wife and son. Jason is an avid rugby and cricket fan, and he enjoys playing golf in his free time.

Frank is responsible for conducting investment research and analysis, asset allocation modeling, portfolio construction, and building performance reviews for clients. In addition, he is responsible for monitoring economic and financial market conditions and how they impact the investment allocations for our clients. Frank is highly knowledgeable in alternative investment strategies, and how they can be utilized to enhance portfolio outcomes.

Jenny manages service requests and provides administrative support to clients, their families and the Private Wealth Advisors of Front Street Group. She is responsible for delivering timely responses to client inquiries, including account activity, electronic transfers, Morgan Stanley Online and mobile app support. In addition, Jenny works closely with the Director of Business Strategy on the execution of strategic business plans, overseeing completion of all client-facing documentation and implementing portfolio allocations.

As a client service associate, Shanny provides administrative support to clients and their families. She partners with the Group Director to assist with asset movement, digital engagement and account activity.

As an analyst, Pat supports the Director of Investments with client cash and reporting needs. With several years of experience, Pat assists in the monitoring and oversight of managers performance and assist in the due diligence process for client investments.