Goodwin Wall Tung Osio Garzarella Group

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 2022-2024) 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) Data compiled by SHOOK Research LLC based on time period from March of the previous year

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

Miguel Osio is a nationally recognized financial professional*(FOOTNOTE 2) with over 35 years of investing experience. Serving an elite global clientele, Miguel focuses on multigenerational wealth planning, investment strategy, risk management and thematic investing.

Before joining Morgan Stanley in 1999, Miguel spent seven years at Goldman Sachs, where he gained experience in institutional research, equity capital markets and investment banking. Prior to Goldman Sachs, he spent two years at Bankers Trust in its Investment Banking Division. He began his career working in brand management at Proctor & Gamble in Venezuela.

Miguel earned a B.S. in industrial engineering and an M.A. in economics from Syracuse University in 1989. He went on to complete an MBA at the Wharton Business School at the University of Pennsylvania. Miguel lives in New York City with his wife of 32 years. He has run nine marathons and enjoys surfing big waves in Hawaii and Montauk, New York. He serves on the executive counsel of The Silver Shield Foundation, which provides scholarships and family support to the children and surviving spouses of police officers, firefighters, and EMS professionals killed in the line of duty.


​Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Feb 2018) Data compiled by SHOOK Research LLC based on time period from 6/30/16 - 6/30/17.

Financial Times 400 Top Financial Advisors
2015, 2016, 2017 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Advisor to choose appropriate years/periods from list below:
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

Drawing on 19 years of private client experience, Steve Tung serves a clientele base of entrepreneurs, executives, financial professionals, and their families. Steve’s focus areas include pre/post IPO and merger and acquisition planning, trust and estate planning, family business succession, philanthropic strategies, and insurance solutions. Steve also works on opportunistic investments, including private equity and direct placements. Steve also helps families and their advisors to build out and maintain virtual family offices.

Prior to joining Morgan Stanley in 2003, Steve worked with Abbott Laboratories as a hospital representative. Steve 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 the Hudson Valley, Steve enjoys cycling, boating, and other outdoor activities with his wife and children. Steve is a violinist who has performed with the Astoria Symphony Orchestra and is active with his local Scout Troop and veterans’ support organizations.

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.

James Oliveira is a Private Wealth Advisor specializing in helping highly successful individuals and families protect and grow their wealth. He focuses on discretionary portfolio management and helps to oversee manager and investment selection across all asset classes, ensuring clients develop and manage asset allocation strategies aligned with their risk tolerance and investment goals. Before his promotion to Private Wealth Advisor, James led the team's investment group.

James began his career at Morgan Stanley in 2013, working in the securities-based lending group, where he supported lending products for high-net-worth individuals and institutions. He earned a Bachelor of Science in Business Administration, with a concentration in Finance, from Ramapo College of New Jersey in 2013, and was awarded the Chartered Financial Analyst (CFA) designation in 2019. James is a member of the CFA Institute and the CFA Society of New York.

James is conversant in Spanish and Portuguese. An avid endurance sports enthusiast, he has completed nine marathons, several half-ironman triathlons and most recently, a full iron man triathlon in Alaska. He resides in Hoboken, New Jersey with his wife, Alisa, a teacher for special needs children, and frequently travels to Portugal to see family.

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.

Sarah Bagley is a registered service 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.

Tyler Park joined the team in September of 2023. As a new 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.

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.