Green Wave Wealth Management Group

I treat every client with unwavering dignity, discretion, and respect. My priority is that clients feel truly heard and understood, and that they know I am fully invested in what matters most: their families, their ambitions, and the legacy they want to build.

A nationally recognized, Forbes-ranked private wealth advisor with more than two decades of experience, Katerina Simonetti Bakh is a dedicated advocate for accomplished individuals and families. She pairs her seasoned judgment with the breadth of Morgan Stanley’s investment platforms, intellectual capital, and specialized resources to deliver highly personalized guidance designed to help clients make confident decisions while preparing to sell a business, expecting a major liquidity event, planning a multi-generational asset transfer, developing a concentrated equity strategy and any other life’s milestone.

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. She has been recognized by Forbes as one of America’s Top Women Wealth Advisors (2020-26) and as a Best-in-State Wealth Advisor in Pennsylvania (2018-26). She is a Managing Partner of the Green Wave Wealth Management Group, which was recognized by Forbes as one of the Best-in-State Wealth Management Teams in Pennsylvania (2023-26).

A military spouse and proud mother of three sons, Katerina has long been committed to serving those who serve. She founded and chaired the UBS Military Families Support initiative and continues her advocacy at Morgan Stanley through the Veterans Employee Network. She is an advisory board member of the Blue Star Families (BSF), a member of the Forum of Executive Women and a former Co-Chair of the Morgan Stanley CG Advisory Board.

Katerina is frequently sought by national media for perspective on markets, portfolio construction, and investment strategy. She appears regularly on CNBC, Bloomberg Television, and Fox Business Network, and has been quoted in The Wall Street Journal, Barron’s, Forbes, and other media outlets.

Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Apr 2020-2026) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.

Forbes Best-In-State Wealth Advisors
Source: Forbes.com (2018-2026). 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 (2023-2026) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

“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^®, Carolyn Bradley has a natural talent for integrating multiple factors into a clear, confident strategy. Clients appreciate her ability to listen deeply, anticipate needs, and deliver a steady, consultative experience.

Carolyn works with executives, business owners, and multi-generational families who value discretion, rigor, and a comprehensive view of wealth. Her work spans investment management, retirement and cash-flow planning, tax-aware strategies, and estate planning strategies, bringing each component together into an integrated plan that helps support both near-term priorities and long-term legacy goals.

Carolyn is also a Qualified Plan Financial Consultant (QPFC) and advises companies on their 401(k) plans. She guides plan sponsors through investment selection and plan design, while educating employees on retirement planning to build strong financial foundations.

Carolyn earned her B.S. in Psychology from the University of Pittsburgh. She is active in the Philadelphia community and serves on the Board of Directors for Bethesda Project and the Forum of Executive Women. Outside of work, she enjoys reading, trying new recipes, and spending time with her husband and son.

From 2022 through 2025, Carolyn has been recognized as a member of Morgan Stanley's Pacesetter's Club, which honors the firm's top Financial Advisors for excellence.

“I believe exceptional financial planning begins with understanding the people behind the numbers. I bring the same care, discretion, and attention to detail I would expect for my own family to every client relationship, so clients feel heard, supported, and confident that someone is advocating for them at every stage of life.”

Elisabeth (“Lizzy”) Till, CFP^®, is an Associate Vice President and the team’s Certified Financial Planner^®. She leads the team’s wealth planning strategy, bringing together every aspect of a client’s financial life into a coordinated plan that supports their goals.

Lizzy works closely with clients throughout the planning process, including retirement planning, balance sheet and cash flow analysis, insurance planning, concentrated equity strategies, cash management, lending solutions, and philanthropic planning. She also plays an integral role in team’s portfolio management and oversee day-to-day operations.

Before joining Morgan Stanley in 2019, Lizzy was a Retirement Consultant at Vanguard.

Lizzy holds the Series 7, 31, 63, and 65 securities licenses, along with her insurance licenses, and is a member of The Forum of Executive Women.

A graduate of Franklin & Marshall College, Lizzy majored in Business and Psychology. Originally from Princeton, New Jersey, she now lives in Center City, Philadelphia. In her free time, 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

“Exceptional client service is defined by precision, responsiveness, and an unwavering commitment to helping clients move forward with clarity and confidence.”

Jake serves as the primary point of contact for client service requests and inquiries, delivering a high-touch experience grounded in professionalism and attention to detail. He oversees the team’s operational execution—coordinating transactions, supporting strategy and trading implementation, and helping ensure requests are handled efficiently, accurately, and timely.

Before joining Morgan Stanley, Jake worked at Vanguard as an Asset Transfer Specialist, where he developed a strong foundation in financial services, client management, and complex account transitions. Known for his proactive, solutions-oriented approach, he brings creativity and follow-through to each client interaction, anticipating needs and helping remove friction from the client experience.

Jake holds the Series 7, 63, and 66 licenses and is committed to ongoing professional development. He earned his bachelor’s degree in finance from the University of South Carolina’s Darla Moore School of Business. He resides in Warrington, Pennsylvania, and enjoys golf and spending time with family and friends.

Direct: +1 (215) 854-6104
Jake.Tosti@morganstanleypwm.com

Strong client relationships are founded on consistent communication, mutual respect, and a dedicated commitment to helping individuals navigate their financial lives with confidence.”

Tommy serves as a primary point of contact, supporting clients and the advisory team through attentive service and seamless operational execution. He assists with day-to-day client needs, coordinates transactions, and helps ensure strategies are implemented accurately and efficiently.

Prior to joining Morgan Stanley, Tommy worked as a Financial Consultant at RSM US LLP. In this role, he gained valuable experience improving financial processes, leveraging technology and AI, and delivering practical solutions that enhance his ability to provide insightful, detail-oriented support to clients.

Tommy holds his Series 7 and Series 66 licenses and is committed to continuous learning and professional growth within the financial services industry. He earned his bachelor’s degree in finance from the Terry College of Business at the University of Georgia. Tommy resides in Newtown Square, PA, and enjoys golf, tennis, basketball, spending time with friends and family, and rooting on the Georgia Bulldogs.

Direct: +1 (215) 854-6051
Thomas.Dennis@morganstanley.com