John H. Goodwin
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(212) 761-3986(212) 761-3986
Morgan Stanley Private Wealth Management
Goodwin Wall Tung O'Bradaigh Garzarella Group
Our Mission Statement
Serving an elite global clientele of affluent families, we deliver the service, experience and resources to manage significant multigenerational wealth.
Welcome
We are a long-tenured Morgan Stanley team of highly experienced wealth management professionals who combine our talents to serve a select global clientele of the Firm’s wealthiest individual and family clients. Our professional backgrounds include investment banking, capital markets, investment management, alternative assets, real estate, structured products as well as tax, trust and estate planning. Our team also includes a financial analyst and customer service representatives with extensive experience in portfolio reporting and in trading stocks and bonds as well as complex products. In our 20 years of working together in Morgan Stanley, our team has built a practice focused on working with sophisticated clients to help achieve their investment and wealth management goals.
Best-In-State Wealth Management Teams (2025)
Source: Forbes.com (Awarded Jan 2025) Data compiled by Shook Research LLC based on time period from 3/31/23-3/31/24.
Barron's Top 100 Private Wealth Management Teams (2022)
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
Best-In-State Wealth Management Teams (2025)
Source: Forbes.com (Awarded Jan 2025) Data compiled by Shook Research LLC based on time period from 3/31/23-3/31/24.
Barron's Top 100 Private Wealth Management Teams (2022)
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
Capabilities
- Comprehensive Wealth Planning
- Investment Management
- Open-Architecture Platform
- Manager Selection
- Proprietary Investment Opportunities
- Sustainable & Responsible InvestingFootnote1
- Hedging Strategies
- Philanthropy Management
- Family Governance & Wealth Education
- Consolidated Reporting
- Pre-Liquidity Planning
- 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 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- 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, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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
We work with a select global clientele of highly sophisticated families and individuals, concentrating our resources to deliver high-touch service, customized solutions and institutional access to our entire Firm. Given their multinational orientation, our clients look to us for cross-jurisdictional advice as well as the ability to access global markets and manage currency exposures. They tell us that they value our sound and thoughtful financial advice and the excellent level of personal client service from the team.
Most of our clients have worked with us for many years and many for multiple generations. They include entrepreneurs who have recently sold their businesses and senior executives of public companies who hold concentrated stock positions. Given our institutional connectivity within Morgan Stanley, we also have a number of professional investor clients that include current and former hedge fund and private equity managers, and several prominent family offices. To varying extents, these clients typically require an institutional coverage approach.
Most of our clients have worked with us for many years and many for multiple generations. They include entrepreneurs who have recently sold their businesses and senior executives of public companies who hold concentrated stock positions. Given our institutional connectivity within Morgan Stanley, we also have a number of professional investor clients that include current and former hedge fund and private equity managers, and several prominent family offices. To varying extents, these clients typically require an institutional coverage approach.
Relationships by Region:
50% US
25% Europe
20% Latin America
5% Middle East
25% Europe
20% Latin America
5% Middle East
Relationships by Industry:
40% Entrepreneurs
25% Senior Executives
20% Family Office & Nonprofits
15% Private Equity/Hedge Fund Professionals
25% Senior Executives
20% Family Office & Nonprofits
15% Private Equity/Hedge Fund Professionals
Philosophy
Our clients deserve the best that Morgan Stanley has to offer. That begins with the full attention of our team and guided access to some of the best thinking and capabilities of Morgan Stanley’s global wealth management and investment professionals. It continues with attentive and responsive service delivered by our team’s highly experienced analysts and client service professionals.
Our clients deserve a comprehensive and cohesive plan to address the full spectrum of their wealth management needs. Coming from an investment culture, our first step in delivering on that promise includes global asset allocation, team level investing capabilities and access to our Firm’s leading practices in traditional and non-traditional investment consulting. We complement that core with wealth management experience in financial planning, tax and estate planning strategies, insurance advisory, access to credit services, philanthropy, family advisory and succession guidance.
While we leverage our experience and learning across our clients, each relationship is different in goals, investment objectives, investment tolerance and other circumstances. So, we have no set business model. Instead, our wealth planning, asset allocation, investment strategy implementation and nature of on-going interaction are all tailored to the precise needs of each client.
Disclaimer:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Our clients deserve a comprehensive and cohesive plan to address the full spectrum of their wealth management needs. Coming from an investment culture, our first step in delivering on that promise includes global asset allocation, team level investing capabilities and access to our Firm’s leading practices in traditional and non-traditional investment consulting. We complement that core with wealth management experience in financial planning, tax and estate planning strategies, insurance advisory, access to credit services, philanthropy, family advisory and succession guidance.
While we leverage our experience and learning across our clients, each relationship is different in goals, investment objectives, investment tolerance and other circumstances. So, we have no set business model. Instead, our wealth planning, asset allocation, investment strategy implementation and nature of on-going interaction are all tailored to the precise needs of each client.
Disclaimer:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Location
1585 Broadway, 21st
Fl
New York, NY 10036
US
Direct:
(212) 761-3986(212) 761-3986
Meet Goodwin Wall Tung O'Bradaigh Garzarella Group
Patrick Wall
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(305) 533-5417(305) 533-5417
Executive Director, Private Wealth Advisor, International Client Advisor, Family Wealth Director
Phone:
(212) 761-5885(212) 761-5885
Steve Tung
Senior Vice President, Wealth Management, Private Wealth Advisor
Phone:
(212) 761-3886(212) 761-3886
Sascha Garzarella, ChFC®
Assistant Vice President, Private Wealth Advisor
Phone:
(212) 761-3746(212) 761-3746
Taylor Ferguson
Assistant Vice President, PWM Associate
Phone:
(212) 761-1885(212) 761-1885
Sarah Bagley
PWM Business Development Associate
Phone:
(203) 967-7114(203) 967-7114
Tyler Park
Registered Client Service Associate
Phone:
(203) 326-6988(203) 326-6988
Ryan Williams, CFA
PWM Portfolio Management Associate
Phone:
(212) 761-4939(212) 761-4939
Nicholas Crucet
PWM Portfolio Associate
Phone:
(212) 761-5681(212) 761-5681
About John H. Goodwin
John Goodwin works closely with the team’s clients to assess their overall wealth management needs and objectives and to brainstorm potential strategies. From an investment perspective, John focuses on translating our clients’ needs and goals into appropriate strategic and tactical global asset allocations. He is also responsible for managing the team’s fixed income and equity portfolios. Thanks to the trust our clients have placed in him, John is a nationally recognized financial advisor*(FOOTNOTE 1).
Prior to joining Morgan Stanley in 1998, John worked for Deutsche Morgan Grenfell in New York and for Citibank Private Bank in New York, Toronto and Zurich. Earlier in his career, he worked in financial analysis for Nabisco Brands and strategic planning for Citibank.
John received a Bachelor of Science, magna cum laude, in international economics from the Georgetown University School of Foreign Service in 1981. He went on to earn his MBA from New York University’s Stern School of Business in 1986. John and his wife reside in New Canaan, Connecticut, where he is the former chair of both the Town’s Planning and Zoning Commission and Affordable Housing Committee. He is currently an advisor to the Waveny Life Care Master Planning Committee. John published his first novel in 2010.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2022-2025) Data compiled by Barron's based on time period from Sept. of the previous year
Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021, 2023-2024) Data compiled by SHOOK Research LLC based on time period from March of the previous year
Prior to joining Morgan Stanley in 1998, John worked for Deutsche Morgan Grenfell in New York and for Citibank Private Bank in New York, Toronto and Zurich. Earlier in his career, he worked in financial analysis for Nabisco Brands and strategic planning for Citibank.
John received a Bachelor of Science, magna cum laude, in international economics from the Georgetown University School of Foreign Service in 1981. He went on to earn his MBA from New York University’s Stern School of Business in 1986. John and his wife reside in New Canaan, Connecticut, where he is the former chair of both the Town’s Planning and Zoning Commission and Affordable Housing Committee. He is currently an advisor to the Waveny Life Care Master Planning Committee. John published his first novel in 2010.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2022-2025) Data compiled by Barron's based on time period from Sept. of the previous year
Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021, 2023-2024) Data compiled by SHOOK Research LLC based on time period from March of the previous year
Securities Agent: IN, HI, MI, WA, MD, VT, PR, MO, KY, SD, RI, NY, NV, NJ, NC, CT, TN, FL, VA, TX, KS, IL, WY, UT, SC, NH, LA, DE, CO, CA, NM, MT, ME, GA, DC, OH, NE, MA, AZ, PA, MN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1275598
NMLS#: 1275598
About Patrick Wall
A Morgan Stanley veteran of over 25 years, Patrick Wall, a nationally recognized financial advisor* (FOOTNOTE 3), is part of a multinational team that provides financial advice and services to ultra-high net worth families in the U.S., Europe and Latin America. Patrick focuses on alternative investments and trading, and often works with hedge fund and private equity fund partners to monetize and diversify their restricted stock holdings. Patrick was appointed in 2023 to Morgan Stanley’s International Wealth Management Advisory Council, where he currently serves. Prior to this, he had also served on both the PWM Advisory Council and the inaugural Alternative Investment Advisory Council.
Prior to joining Morgan Stanley in 1997, Patrick spent six years in Stockholm, Sweden, where he held sales and management positions for two multinational media organizations. He began his career in 1985 at Cushman and Wakefield in New York City, where he performed commercial leasing and financing transactions.
Patrick graduated from Princeton University in 1985. He is conversant in Swedish, has run over a dozen marathons, has traveled to over 45 countries and is currently learning how to kite surf. He and his wife of over 30 years reside in Miami and New York.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2021) Data compiled by Barron's based on time period from Sept 2019- Sept 2020
Prior to joining Morgan Stanley in 1997, Patrick spent six years in Stockholm, Sweden, where he held sales and management positions for two multinational media organizations. He began his career in 1985 at Cushman and Wakefield in New York City, where he performed commercial leasing and financing transactions.
Patrick graduated from Princeton University in 1985. He is conversant in Swedish, has run over a dozen marathons, has traveled to over 45 countries and is currently learning how to kite surf. He and his wife of over 30 years reside in Miami and New York.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2021) Data compiled by Barron's based on time period from Sept 2019- Sept 2020
Securities Agent: CA, HI, PR, MA, IN, TN, VA, PA, OH, WA, SD, NM, NE, NC, DE, UT, ME, IL, WY, NY, VT, MO, MD, DC, SC, MT, KY, KS, CO, AZ, TX, RI, NH, MI, LA, GA, CT, NV, NJ, MN, FL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282534
NMLS#: 1282534
About Cillian O'Bradaigh
Cillian is an Executive Director, Private Wealth Advisor, and International Client Advisor with Morgan Stanley’s Private Wealth Management Group. He provides advice to individuals and families of significant wealth, with an emphasis on asset allocation and portfolio construction. Cillian focuses on dealing with complexity when it comes to global multi-jurisdictional clients, whose families, business interests and philanthropic activities span multiple geographies.
Cillian is a Family Wealth Director, a designation bestowed upon a select number of International Client Advisors, who have expertise in important family matters such as business succession planning, intergenerational wealth transfer, family governance, and trust and estate planning.
Following time spent as a consultant working in Switzerland for The Swatch Group where he put his good working knowledge of French to use. Cillian began his Private Wealth Management career at Lehman Brothers 30 years ago, working in both London and New York, until he joined Morgan Stanley in 2008.
Cillian is a citizen of both Ireland and the US. He graduated from Trinity College Dublin, having read Business, Economics, and Finance, and was conferred with a B.B.S., and subsequently an M.A. He is a Member of the Board of the Ireland-US Council for Commerce and Industry, and The Paul Chester Children’s Hope Foundation.
When not working, Cillian enjoys travelling, sport, history, and working on and being a good steward of a historic home he owns on the east end of Long island.
Cillian is a Family Wealth Director, a designation bestowed upon a select number of International Client Advisors, who have expertise in important family matters such as business succession planning, intergenerational wealth transfer, family governance, and trust and estate planning.
Following time spent as a consultant working in Switzerland for The Swatch Group where he put his good working knowledge of French to use. Cillian began his Private Wealth Management career at Lehman Brothers 30 years ago, working in both London and New York, until he joined Morgan Stanley in 2008.
Cillian is a citizen of both Ireland and the US. He graduated from Trinity College Dublin, having read Business, Economics, and Finance, and was conferred with a B.B.S., and subsequently an M.A. He is a Member of the Board of the Ireland-US Council for Commerce and Industry, and The Paul Chester Children’s Hope Foundation.
When not working, Cillian enjoys travelling, sport, history, and working on and being a good steward of a historic home he owns on the east end of Long island.
Securities Agent: DC, WA, MA, HI, CO, WY, VA, PR, NY, NM, MT, MN, MI, IN, WV, UT, TN, DE, TX, NV, KS, GA, CT, SD, SC, PA, NC, IL, NJ, NH, NE, AK, RI, MO, KY, AZ, VT, OH, ME, MD, FL, CA, OR, LA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2076406
NMLS#: 2076406
About Steve Tung
Drawing on over 20 years of private client experience, Steve Tung serves a clientele base of significant wealth including entrepreneurs, executives, financial professionals, and family offices. Steve also helps families and their advisors to build and maintain virtual family offices.
As a Family Wealth Director, Steve’s focus areas include pre/post IPO and acquisition planning, trust and estate planning, tax strategies, family business succession and governance, philanthropic strategies, and insurance solutions. Within investment strategies, he focuses on tax-minimization strategies, private equity, and direct placements.
Prior to joining Morgan Stanley in 2003, Steve worked with Abbott Laboratories as a hospital representative. He earned his MBA from the Tepper School at Carnegie Mellon in 2003 and holds a Bachelor of Science in biochemistry from Virginia Tech.
Currently residing in Fairfield Connecticut, Steve enjoys cycling, boating, racquet sports, and outdoor activities with his wife and children. He is a violinist who has performed with community orchestras and is active with his local scout troop and veterans’ support organizations.
As a Family Wealth Director, Steve’s focus areas include pre/post IPO and acquisition planning, trust and estate planning, tax strategies, family business succession and governance, philanthropic strategies, and insurance solutions. Within investment strategies, he focuses on tax-minimization strategies, private equity, and direct placements.
Prior to joining Morgan Stanley in 2003, Steve worked with Abbott Laboratories as a hospital representative. He earned his MBA from the Tepper School at Carnegie Mellon in 2003 and holds a Bachelor of Science in biochemistry from Virginia Tech.
Currently residing in Fairfield Connecticut, Steve enjoys cycling, boating, racquet sports, and outdoor activities with his wife and children. He is a violinist who has performed with community orchestras and is active with his local scout troop and veterans’ support organizations.
Securities Agent: NJ, HI, VT, VA, NH, MI, MD, FL, CT, CA, PR, OR, NE, MN, LA, DE, SD, NV, ME, KS, DC, WA, OH, MT, TN, SC, RI, NY, KY, GA, CO, TX, MA, IL, AZ, NM, NC, IN, WY, UT, PA, MO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1285102
NMLS#: 1285102
About Sascha Garzarella
Sascha Garzarella is an experienced wealth planning professional who also serves as the team’s Chief Operating Officer. Sascha guides clients through a disciplined financial planning process that encompasses customized insurance solutions, selecting investments that merge financial goals with desired social and environmental impact, trust and estate planning, and philanthropy. She also leads our team’s business development efforts and strategy.
Sascha started at Morgan Stanley in 2007 and joined the team in 2013.
Originally from California, Sascha graduated from California State University, Long Beach in 2006 with a Bachelor of Science in business administration and finance. When she’s not working, she enjoys traveling, collecting wine, and volunteering her time at various nonprofit organizations. Sascha resides in Manhattan with her husband and young children.
Sascha started at Morgan Stanley in 2007 and joined the team in 2013.
Originally from California, Sascha graduated from California State University, Long Beach in 2006 with a Bachelor of Science in business administration and finance. When she’s not working, she enjoys traveling, collecting wine, and volunteering her time at various nonprofit organizations. Sascha resides in Manhattan with her husband and young children.
Securities Agent: MT, PA, CT, DC, LA, VT, SD, PR, NH, TX, NJ, GA, NC, NV, KY, DE, RI, NY, MA, AK, IN, MN, SC, UT, CA, MI, ME, FL, WY, NM, WV, WA, OH, KS, TN, NE, CO, OR, HI, IL, AZ, MO, MD, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 2016125
NMLS#: 2016125
About Taylor Ferguson
Taylor Ferguson works with the team’s client support group. She primarily focuses on providing our clients with first-class service by assisting them with account onboarding and maintenance, day-to-day transactions, and operational needs. Taylor joined the team in December of 2019. She began her career with an internship at Morgan Stanley in cash management operations in 2017. Prior to joining the group, Taylor worked as a trade support analyst on Morgan Stanley’s foreign exchange sales and trading desks. She leverages her knowledge of FX products and markets, as well as her operational background, to serve the team and its clients.
Taylor earned her B.S. in Business Management in 2018 from Syracuse University where she studied marketing management with a focus in finance. Taylor currently resides in New York City and enjoys attending workout classes with friends, spending time with her family in Connecticut and volunteering with the New York Junior League.
Taylor earned her B.S. in Business Management in 2018 from Syracuse University where she studied marketing management with a focus in finance. Taylor currently resides in New York City and enjoys attending workout classes with friends, spending time with her family in Connecticut and volunteering with the New York Junior League.
About Sarah Bagley
Sarah Bagley is a registered associate on the team’s client support group. She is responsible for on-boarding new clients and managing the team’s day-to-day operations. Sarah seeks to anticipate client needs, addresses their inquiries, and monitor their accounts with a high level of personalized service. Sarah started her wealth management career at Merrill Lynch where she was a client service associate before joining the team and Morgan Stanley in November of 2019.
Sarah is a 2017 graduate of St. Michael’s college in Colchester, VT where she received her BA in Economics, with minors in Mathematics and French. She currently resides in Connecticut and on weekends enjoys cooking, golfing, and playing for a local hockey league in Stamford, CT.
Sarah is a 2017 graduate of St. Michael’s college in Colchester, VT where she received her BA in Economics, with minors in Mathematics and French. She currently resides in Connecticut and on weekends enjoys cooking, golfing, and playing for a local hockey league in Stamford, CT.
About Tyler Park
Tyler Park joined the team in September of 2023. As an associate on the team, Tyler is focused on clients’ operational and administrative needs. He graduated from Quinnipiac University’s 4+1 MBA program and earned his B.S. in Finance. Tyler currently resides in Stamford, CT where he enjoys staying active, traveling, and watching as many sporting events as he can.
About Ryan Williams
Ryan Williams is a member of the team’s investment group. With a focus on discretionary portfolio management, manager selection, and analytics, he helps our clients develop and manage portfolios and strategies that are in-line with their risk tolerance and investment objectives. Ryan joined the team in August of 2024. He previously worked at Merrill Lynch, spending five years working for an institutional wealth management team in New York City, and most recently as an investment management specialist. Prior to that, he spent a year working in Merrill’s private banking and investment group in Boston, MA.
Ryan earned his B.S. in Financial Management from Clemson University, while also attaining minors in Accounting & Economics. He earned his Chartered Financial Analyst (CFA) designation in 2024 and is a member of the CFA Institute and the CFA Society of Stamford. Being of Cuban background, he is conversant in Spanish. He currently resides in New Canaan, CT where he enjoys spending time with his family, staying active outdoors, and fishing throughout Maine and Connecticut.
*This role cannot solicit or provide investment advice.
Ryan earned his B.S. in Financial Management from Clemson University, while also attaining minors in Accounting & Economics. He earned his Chartered Financial Analyst (CFA) designation in 2024 and is a member of the CFA Institute and the CFA Society of Stamford. Being of Cuban background, he is conversant in Spanish. He currently resides in New Canaan, CT where he enjoys spending time with his family, staying active outdoors, and fishing throughout Maine and Connecticut.
*This role cannot solicit or provide investment advice.
About Nicholas Crucet
Nick Crucet is part of the investment group within the team and possesses experience in support functions as well. His primary focus lies in research, portfolio analytics, and asset allocation. Additionally, he carries out due diligence on both current and potential money managers across various asset classes. Nick joined Morgan Stanley PWM in 2015, and has been a member of TTF since 2026. Previously, Nick worked at JPMorgan in the credit valuation group, where he conducted analysis and price testing for both liquid and illiquid credit products.
Nick graduated Columbia University in 2013, where he earned his BA in Financial Economics and was a 4 year starter for their baseball team. Nick currently resides in Palm City, FL and enjoys traveling, golf, and coaching his children’s sports teams.
Nick graduated Columbia University in 2013, where he earned his BA in Financial Economics and was a 4 year starter for their baseball team. Nick currently resides in Palm City, FL and enjoys traveling, golf, and coaching his children’s sports teams.
Contact John H. Goodwin
Contact Patrick Wall
Contact Cillian O'Bradaigh
Contact Steve Tung
Contact Sascha Garzarella
Wealth Management
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Portfolio Insights
This is a video content
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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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CRC 4237142 (02/2025)
