Welcome

In working with some of the most affluent families in the United States, we have seen that money, in and of itself, does not create the skills needed to manage it. Addressing the multifaceted issues generated by significant wealth calls for a very specific set of talents, not to mention a considerable amount of time to devote to the effort. Front Street Group helps families like yours address these challenges every day. We translate the most complex issues into clear and simple choices, helping you understand your options and explore the implications of your decisions. Under the experienced leadership of Anthony DiValerio, we work with ultra-high net worth individuals, affluent families and institutions. We are well versed in the specialized needs of executives and entrepreneurs, from inter-generational wealth transfer to diversification of concentrated positions — even the public perception of personal financial decisions. We will invest the time to understand your needs and preferences, and work with you to formulate a strategic vision and develop a systematic methodology to help achieve your goals. Together, we will draw a road map for your financial future, promote an enduring family legacy and encourage responsible stewardship across generations.We seek to be the speed-dial number you push for access to broad experience, deep resources and the timely, unbiased advice you need to address any financial matter. Our goal is not just to help you invest your money; it is to help you enjoy your life with the confidence that your financial well being is secure.
Capabilities
  • Comprehensive Wealth Planning
  • Investment Management
  • Family Governance & Wealth Education
  • Philanthropy Management
  • 10b5-(1) Programs
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 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • 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 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

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.

Clients

Front Street Group at Morgan Stanley Private Wealth Management manages over $1.2 billion* for 35 families with a combined net worth in excess of $1.85B. Our clients include:

* As of May, 2017.
  • Founders and CEOs of Fortune 500 Companies
  • Founders of Large Privately Held Enterprises
  • Managing Partners of Multibillion-Dollar Private Equity Firms
  • Heirs of Multigenerational Family Fortunes

Location

100 Front St.
Suite 600
West Conshohocken, PA 19428
US
Direct:
(610) 260-7008(610) 260-7008
Fax:
(484) 595-7039(484) 595-7039

Meet Front Street Group

About Me

Anthony DiValerio is a Managing Director, Alternative Investment Director, Portfolio Management Director, Family Wealth Director, Sports and Entertainment Director, and Private Wealth Advisor with Morgan Stanley Private Wealth Management. Anthony is the founder of Front Street Group in West Conshohocken, PA.

Drawing on over 30 years of financial industry experience, Anthony works with our 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 Magazine as one of America’s Top 1,000 Advisors from 2011-2013 and Top 1200 list 2014-2019, named one of the Financial Times “FT 400 Top Advisers” from 2015-2017 and Forbes’ Best-in-State Wealth Advisors 2018-2019.

Prior to joining Morgan Stanley in 2008, Anthony worked as a private banker 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 is currently a member of the Morgan Stanley PWM Advisory Council to management. He serves as a Paoli Hospital Foundation Trustee. He also previously served as a Trustee at the Malvern Preparatory School and was formally a member of the executive committee at Bringing Hope Home, a non-profit organization that provide financial assistance to families battling cancer in the greater Philadelphia metro area. He currently lives in Malvern PA with his wife Linda.
Securities Agent: TX, PA, WV, VA, UT, TN, OR, OH, NY, NJ, NC, MT, MN, MI, MD, MA, IN, IL, GA, FL, DE, DC, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1295599

About Me

Jeffrey Levinsohn is a Senior Vice President and Private Wealth Advisor with Morgan Stanley Private Wealth Management. Jeff joined Front Street Group as a partner in 2009. He graduated with a B.S. in Behavioral Science and Law from the University of Wisconsin-Madison and subsequently obtained an integrated J.D./MBA graduate degree from Temple University’s Beasley School of Law and Fox School of Business and Management. He is a non-practicing attorney and member of the Pennsylvania Bar.

Jeff focuses on helping clients clarify their financial goals, develop wealth allocation plans and implement personalized solutions. In addition to his portfolio management responsibilities, Jeff works closely with our clients’ attorneys and tax advisors to establish wealth transfer and family governance strategies.

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 counseled clients on the use of tax advantaged intergenerational and charitable planning techniques.

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. He is also a drummer in the band Cabin Dogs, which has released four albums of roots and blues-based rock and roll. Jeff lives in the Philadelphia suburbs with his wife and three children.

“As with a successful musical collaboration, my role requires active listening and teamwork with a close-knit group working toward a common goal. I ensure that we move at the right pace and that everyone is working together.”
Securities Agent: TX, PA, MD, WV, VA, UT, TN, OR, OH, NY, NJ, NC, MT, MN, MI, MA, IN, IL, GA, FL, DE, DC, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1278990

About Me

Courtney Lawless is a Financial Advisor with Morgan Stanley Private Wealth Management. Courtney provides clients with access to comprehensive solutions for their complex wealth management needs. She assists entrepreneurial families and large public and private institutions, helping them leverage the resources and skills of the Front Street Group team and the Morgan Stanley platform. With a deep knowledge base and over a decade of experience, Courtney delivers tailored strategies and unique opportunities.

Prior to joining the team, Courtney was Director of Private Placements at Academy Securities (Farrell Marsh & Co) where she assisted private equity, real estate, and hedge funds secure capital commitments from institutional investors globally. In addition to raising capital, she was responsible for developing and integrating investor relations platforms, developing customized marketing programs, and branding strategies for her clients.

She previously worked for Discover Capital Management; a New York based hedge fund as a Chief Compliance Officer, and as an Accountant with Longwood Investment Advisors.

Courtney graduated from Upper Iowa University with a B.S. in Accounting (Cum Laude), and an MBA, with a concentration in Corporate Financial Management. She resides in Gulph Mills, Pennsylvania with her family. In her free time, Courtney volunteers with various community service groups including St. John’s Soup Kitchen, Cradles to Crayons, and Optimist Club.


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Securities Agent: TX, PA, WV, VA, UT, TN, OR, OH, NY, NJ, NC, MT, MN, MI, MD, MA, IN, IL, GA, FL, DE, DC, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1827769

About Me

As a Financial Advisor and Sports and Entertainment Associate, Eric helps clients create a roadmap for their financial future. Eric strives to understand the entire financial picture of a client including goals, risk tolerance and priorities, then implements a customized solution for each client. Eric provides his clients with financial planning, asset allocation recommendations, access to cash management, estate planning strategies and risk management.

Eric graduated Cum Laude from Virginia Tech with a B.S. in Finance. He was the team captain of the football team and a three year starter at center. His successful career at Virginia Tech led to a stint with the Philadelphia Eagles.
Eric lives in Bucks County, PA. He enjoys exercising, reading and following sports.

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Securities Agent: PA, WV, VA, UT, TX, TN, OR, OH, NY, NJ, NC, MT, MN, MI, ME, MD, IN, IL, GA, FL, DE, DC, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1827768

About Me

As Group Director for Front Street Group, Maryann Erieg serves as lead administrator with a focus on operations, including client service, managing staff, and overseeing team coordination. She regulates group workflow while ensuring implementation and execution of strategic business plans. Maryann manages client relations, ensuring proper execution of all administrative processes while assisting clients in the many aspects of their financial experience. Trading, restricted stock sales and preset diversification plans, cash management and reconciliation, account management and coordinating portfolio review meetings are all part of Maryann's role with Front Street Group. She was recently promoted to Assistant Vice President in 2016.

Prior to joining Morgan Stanley in 2008, Maryann worked with Anthony at Donaldson, Lufkin & Jenrette/Credit Suisse's Corporate Services Group, and UBS. During her tenure at UBS she was selected to serve on the Private Client Advisory Board and worked closely with senior operational management to improve client experience. She has worked with Anthony for the past 18 years, overseeing all of the team's administrative and service functions.

Maryann received an associate degree in business management with a minor in accounting from Delaware County Community College. Maryann resides in Ridley Park, PA with her husband, Ray, and mother, Anna. She has three daughters, a granddaughter and three grandsons, all residing close to her home. Maryann enjoys traveling and the arts, especially theater and dance.

"I enjoy working with our clients and assisting them with their needs as efficiently as possible. I have established many great relationships over the years, so much so, they are like extended family."

About Me

Dawei Yin joined Morgan Stanley in 2014. As a Consulting Group Analyst, Dawei conducts investment research and analysis, asset allocation modeling, portfolio construction and performance review. He also designs tailored reporting for clients and is responsible for matters of technical policy, reporting standards, and presentation materials. Dawei is exceedingly knowledgeable in portfolio performance measurement, which involves computing account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors.

Dawei started his career in the automotive industry as Product Development Engineer at General Motors working on powertrain development, and as a Software Application Engineer with AVL List GmbH developing test automation technologies. Prior to joining Front Street Group, Dawei served as an investment analyst at AXA Advisors, where he constructed model portfolios and performed investment research and due diligence on various fund managers.

Originally from Shanghai, China, Dawei came to the US when he was 13 years old. He earned a B.S. in mechanical engineering from Pennsylvania State University and an MBA in management and finance from the Eli Broad Graduate School of Management at Michigan State University. He is an avid triathlete who has competed in many Ironman and Olympic distance triathlon races.

"I utilize analytical tools to evaluate various investment opportunities and assist the team in making portfolio recommendations."

About Me

As a Portfolio Associate Jenny Hartline 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 solutions to client inquires, including account activity, electronic transfers, Morgan Stanley Online and Mobile App support. Jenny also coordinates general marketing initiatives and social media communications for the team. Her other duties include working closely with the Group Director on the execution of strategic business plans, ensuring suitable completion of all client facing documentation, and implementing portfolio allocations.

Prior to working in Private Wealth Management at Morgan Stanley, Jenny spent over 10 years in the financial industry. Her background includes both commercial banking and wealth management roles at TD Bank, First Niagara Bank, Team Capital Bank and JP Morgan Securities. She has deep experience in both client service and lending solutions. Jenny attended Bloomsburg University and obtained an Associate of Arts degree from the University of Phoenix. She resides in Bucks County with her husband and son. She is an avid soccer player and enjoys running and spending time with her two dogs

"My top priorities are to ensure that each client request is handled in a timely manner and that we greatly exceed client expectations."
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Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
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  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
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Market Information Delayed 20 Minutes
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.

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