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 has served as a member of the Morgan Stanley PWM Advisory Council to Management since 2017, and he currently serves as the Co-Chair.

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.

Angie joined Morgan Stanley in 2020 to leverage her 15+ years of experience providing her clients with investment management, financial planning and family wealth advisory services. Over the course of her career, Angie has tailored her services to ultra high net-worth individuals, family offices and advising non-profits.

Angie holds a B.B.A. in International Trade & Finance from Louisiana State University with a minor in Economics. Prior to joining Morgan Stanley, Angie was an Executive Director and Banker at J.P. Morgan Private Bank in Dallas, TX where she assisted clients with trust and estate planning, philanthropic efforts and endowments. Angie also spent over a decade as the Director of Investor Relations at a family office in Dallas, Cain Capital – providing a full suite of services to their clients and their next generation.

Angie currently serves on the Board of Trustees for St. Philip’s School & Community Center in South Dallas. Additionally, Angie is a Founding Member and Sponsor of Legacy Network, a women-in-family-office networking group that brings together professional women in family offices who lift each other up through mentorship and thought-leadership. In her free time, Angie can be found on the golf course or traveling with her two sons.

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.

Frank joined Morgan Stanley in 2023. Frank has over 14 years of experience in the financial services industry. Prior to joining Front Street Group, he served as a client portfolio manager at FS Investments, a Philadelphia based asset manager focusing on alternative investments.

Frank earned a B.S. in finance from Pennsylvania State University, and he is a CFA charterholder and a member of the CFA Society of Philadelphia.

Frank lives in Eagleville, PA with his wife and two young sons. Outside of the office, Frank enjoys playing ice hockey and fly fishing across Pennsylvania.


Disclosure:
Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss. Alternative Investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing.

Past performance is no guarantee of future results. Actual results may vary. Diversification does not assure a profit or protect against loss in a declining market.

Disclaimer: This role cannot solicit or provide investment advice

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.

Prior to working in Private Wealth Management at Morgan Stanley, Jenny spent more than 10 years in the financial industry. Her background includes 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 obtained an associate of arts degree from the University of Phoenix.

Jenny lives in Bucks County, Pennsylvania, with her husband and two children. She is an avid soccer player and enjoys running and spending time with her two dogs.

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.

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.

Prior to joining Morgan Stanley, Shanny spent 20 years in a number of roles at HSBC Bank USA, most recently as a Premier Relationship Manager where she engaged with high net worth clients to support their banking needs. In addition, she partnered with advisors and mortgage consultants to provide wealth management solutions to her clients. Experienced and analytical, Shanny is diligently focused on client satisfaction, as the ability to successfully resolve clients’ problems brings her great satisfaction.

Shanny was born and raised in Indonesia and speaks Indonesian, Malay, Chinese and English. Outside of working hours, Shanny spends her time volunteering at Tzu Chi non-profit organization by helping low-income individuals in Philadelphia with their tax-filing process. She also helps with Tzu Chi’s mission to aid neighborhood schools in Philadelphia that receive low to no funding assistance. She loves to travel and to explore new places; she’s always excited to learn about their cultures and histories. Visiting all national parks is on her bucket list.