Green Wave Wealth Management Group

“I treat my clients the way I want to be treated—with dignity and respect. I want them to know that I hear them, understand them and genuinely care about them, their families and their dreams.”

A nationally recognized, Forbes’s ranked professional with over two decades of experience, Katerina Simonetti Bakh is a devoted advocate for her clients. Combining her personal expertise with the full breadth of Morgan Stanley’s investment platforms, intellectual capital and specialized resources, she strives to make a difference in the lives of those who seek her advice.

Katerina began her career at Morgan Stanley in 1999, transitioned her practice to UBS in 2009 and returned to Morgan Stanley Private Wealth Management in 2020. in 2020 Katerina was recognized by Forbes as one of America’s Top Women Wealth Advisors, and as one of the Best-in-State Wealth Advisors in Pennsylvania in 2018, 2019, 2020, & 2023 . Katerina is a managing partner of the Green Wave Wealth Management Group, which has been recognized by Forbes as one of the Best-in-State Wealth Management teams in Pennsylvania in 2023.

A military wife and proud mom of three young boys, Katerina was the Founder and Chair of the UBS Military Families Support initiative. She continues this work at Morgan Stanley through the veterans employee network. Katerina is a Board Member of the Forum of Executive Women and is a member of the Blue Star Families (BSF) advisory board.

Katerina is frequently sought out by the national press for her opinions on the markets, portfolio management, and investment strategy. She appears regularly as a guest on CNBC, Bloomberg Television and Fox Business Network. She has been quoted in WSJ, Barron’s, Forbes and other national media outlets.

215-854-6137
Katerina.Simonetti@morganstanleypwm.com

Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.

2018, 2019, 2020, & 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (2018, 2019, 2020, & 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.

“Everything happening in the world has a bearing on what we do. We are in the ‘eye of the storm,’ so to speak, which always makes our work relevant, interesting and new.”

Forty plus years into his career, Jim Small is still fascinated by investment strategy and the constantly changing dynamics of markets. Jim brings that curiosity and passion to the service of his team and their clients each and every day. His areas of focus include investment management, restricted and concentrated equity strategies, and lending solutions. A natural teacher, Jim enjoys educating clients about markets and investments, and serving as a mentor to junior colleagues.
Jim began his financial advisory career at Morgan Stanley in 1983 after graduating from Bowdoin College with a B.A. in history. He and Katerina Simonetti moved their practice to UBS in 2009 and returned to Morgan Stanley Private Wealth Management in 2020.

Jim is an active alumnus of Bowdoin College and a past member of the board of trustees at the Baldwin School.

215-854-6102
James.Small@morganstanleypwm.com

"I enjoy guiding clients through the complexities of their financial lives. It is extremely rewarding when they tell me that my advice helped to make their lives easier.”

As a Financial Advisor and Certified Financial Planner (CFP), Carolyn Bradley has a natural talent for gaining a deep understanding of clients’ total financial picture. Her focus is on goals-based investment management, comprehensive financial planning, and custom wealth strategies designed for the specific needs of executives, entrepreneurs, and multi-generational families.

Carolyn is a passionate financial educator. She provides insight into topics that empower women, millennials, and young professionals, and helps them make informed decisions that position them for success.

A valued member of the Green Wave Wealth Management Group, Carolyn provides her clients access to the full scope of specialized resources and intellectual capital of our global financial firm.

Carolyn holds a B.S. of Psychology from the University of Pittsburgh. She is on the Board of Directors for Bethesda Project, a member on the Finance Committee of Women’s Way, and a member of the Forum of Executive Women. She lives in Philadelphia with her husband and enjoys reading, trying new recipes, and traveling.

(929) 504-2645

Carolyn.Lewis@morganstanleypwm.com

“A well-crafted financial plan can help clients grow, protect, and efficiently manage their assets. Our financial planning analyst will help you create a long-term strategic plan by considering your goals and objectives, risk tolerance, liquidity needs, time horizon, tax situation, legal requirements and any preference or other special circumstances. Our goal is to provide you with a custom financial plan tailored to your unique needs and wealth management objectives.”

Kelly Callan Walens, CFP^® CRPC^® is a Financial Planning Analyst serving the planning needs of the clients of the Green Wave Wealth Management Group. She delivers over three decades of experience in financial services. Kelly became a Financial Planning Director at Morgan Stanley in 2022 working with over 180 financial advisors and their clients. She joined the Green Wave Wealth Management Group in 2024.

Kelly graduated from Temple University with a Bachelor of Business Administration. She holds the FINRA Series 7, 63, and 65, PA Insurance Department: Accident & Health, Life & Fixed Annuities. In addition, she holds two designations: CERTIFIED FINANCIAL PLANNER™ and CHARTERED RETIREMENT PLANNING COUNSELOR(SM).

She lives in Skippack, PA with her husband and two rescue dogs. Outside of work she likes running, reading, golf and spending time with family and friends.

*this role cannot solicit or provide investment advice.

“I strive to build lasting relationships with our clients and my ability to listen and understand their needs is the key. I am always happy to go the extra mile to continuously exceed their expectations.”

Elisabeth (Lizzy) Till leads our client service team and is responsible for overseeing all of the group’s administrative and operational activities and developing service protocols.

She serves as the main point of contact for institutional clients on 401(k) plans, concentrated equity strategies, cash management and lending. She is financial planner and an analyst in charge of investment proposals and custom reporting.

Lizzy oversees trading, asset allocation, manager due diligence and portfolio maintenance for the team.

Prior to joining the team in 2020, Lizzy worked as a Retirement Specialist at Vanguard. She earned her bachelor’s degree in business and psychology from Franklin & Marshall College.

Lizzy grew up in Princeton, New Jersey, and currently resides in Center City, Philadelphia. Outside of work, she enjoys traveling, swimming and spending time with friends and family.

Direct: +1 (215) 854-6158
Mobile: +1 (445) 942-6424
Elisabeth.Till@morganstanleypwm.com

Jake has joined the Green Wave Wealth Wealth Management Group as a PWM Client Service Associate! Jake will serve as the first point of contact for all service requests and client inquires. He will be responsible for team's operations and ensure efficient and timely executions of all transactions and strategy implementation. Jake is a graduate of the University of South Carolina. He has a finance degree and holds series 7 and 63 licenses.

He lives in Warrington, PA and enjoys golf and spending time with family and friends. Prior to working at Morgan Stanley, Jake worked at Vanguard as an Asset Transfer Specialist. He is proactive, creative and enjoys providing forward thinking, solution-based assistance to clients.