Morgan Stanley Private Wealth Management
Henry G Stifel III
Senior Vice President,
Private Wealth Advisor,
Portfolio Management Director
Direct:
(212) 761-4646(212) 761-4646
My Mission Statement
Delivering the experience, resources and personalized service needed to help affluent families, executives and non-profit entities address their most complex wealth management issues.
Welcome
Henry G. Stifel III, CFA®
Henry Stifel joined Morgan Stanley in 1989 and has been a Private Wealth Advisor within Morgan Stanley Private Wealth Management since 1999.
1989-1995: Morgan Stanley Tax-Exempt Securities Division
1995-1999: Morgan Stanley Asset Management Division
1999-Present: Morgan Stanley Private Wealth Management
As an advisor, Henry and his partners combine talent and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their business and philanthropic enterprises. Through a holistic approach that is grounded in investment strategy, the team covers virtually every aspect of your financial life with the goal of preserving and growing your financial, family, and social capital (risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues).
In addition, due to being a quadriplegic since 1982 and on the board of the Christopher and Dana Reeve Foundation, Henry brings a unique perspective for the financial needs of those with disabilities. Recognizing these unique healthcare challenges, he has established a knowledge base and a network of resources that address concerns and needs centered around drafting, administering, implementing and managing Supplemental and Special Needs Trusts (SNTs). He and his team truly understand and recognize the importance of how this plays into the financial security of those with disabilities and their families.
Outside of Morgan Stanley, Henry is Vice Chair of the Christopher and Dana Reeve Foundation, and is a previous trustee of The Pingry School.
Henry has a B.S. in Finance from the College of William and Mary, and currently resides in NYC.
Henry Stifel joined Morgan Stanley in 1989 and has been a Private Wealth Advisor within Morgan Stanley Private Wealth Management since 1999.
1989-1995: Morgan Stanley Tax-Exempt Securities Division
1995-1999: Morgan Stanley Asset Management Division
1999-Present: Morgan Stanley Private Wealth Management
As an advisor, Henry and his partners combine talent and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their business and philanthropic enterprises. Through a holistic approach that is grounded in investment strategy, the team covers virtually every aspect of your financial life with the goal of preserving and growing your financial, family, and social capital (risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues).
In addition, due to being a quadriplegic since 1982 and on the board of the Christopher and Dana Reeve Foundation, Henry brings a unique perspective for the financial needs of those with disabilities. Recognizing these unique healthcare challenges, he has established a knowledge base and a network of resources that address concerns and needs centered around drafting, administering, implementing and managing Supplemental and Special Needs Trusts (SNTs). He and his team truly understand and recognize the importance of how this plays into the financial security of those with disabilities and their families.
Outside of Morgan Stanley, Henry is Vice Chair of the Christopher and Dana Reeve Foundation, and is a previous trustee of The Pingry School.
Henry has a B.S. in Finance from the College of William and Mary, and currently resides in NYC.
Capabilities
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- Open-Architecture Platform
- Manager Selection
- Proprietary Investment Opportunities
- Risk Management
- Hedging Strategies
- Consolidated Reporting
Securities Agent: MN, NY, WI, UT, WV, VA, PA, OK, OH, NJ, NC, MT, MI, ME, MD, MA, KY, IL, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1530260
NMLS#: 1530260
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 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- 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, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and 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.
Global Franchise
Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
- Morgan Stanley Wealth Management
- Institutional Securities Group
- Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
- $4.7 trillion in AUM1
- Total Deposits $405 billion1
- Morgan Stanley reported full year net revenues of $61.8 Billion in 20242
- Morgan Stanley's Global employees approximately 82,0001
- The Tier 1 risk-based Capital Ratio under U.S. Basel III was approximately 17.1%1
- $368 billion in liquidity reserve1
1As of September 2025, Morgan Stanley Quarterly Financial Supplement
2MorganStanley.com/InvestorRelations
Articles
Client Service Team
Alycia Adams Ingram - Assistant Vice President, Wealth Management Associate
Phone:
(212) 761-9582(212) 761-9582
Email:Alycia.Adams@morganstanleypwm.com
Alycia joined Morgan Stanley in 2019 from UBS where she worked as a Client Service Associate. She currently serves as the Assistant Vice President of the team servicing and assisting clients with portfolio management and reporting, market research, risk and retirement analysis. Prior to becoming Assistant Vice President, Alycia served as the team’s Client Service Associate.
Alycia was born and raised in Huntington Beach, California and received her Bachelors of Science in Finance from University of Arizona’s Eller College of Management. She currently resides in Manhattan with her husband.
Alycia was born and raised in Huntington Beach, California and received her Bachelors of Science in Finance from University of Arizona’s Eller College of Management. She currently resides in Manhattan with her husband.
Pat Middleton, CFA*, *Disclaimer: This role cannot solicit or provide investment advice - Client Service Assocaite
Phone:
(212) 761-2455(212) 761-2455
Email:Pat.Middleton@morganstanleypwm.com
Pat joined Morgan Stanley in 2020 from Wilmington Trust, where she worked with high net worth clients as a Senior Investment Advisor. Prior to that, she worked directly with the CFO of Hudson City Savings Bank (now part of M&T Bank – the parent of Wilmington Trust), managing their fixed income investment portfolio. In 2004, Pat earned the Chartered Financial Analyst® designation. Earlier in her career she was a foreign exchange trader with Chase Manhattan Bank in Toronto.
Pat was raised in Toronto, Canada, and earned a B.S. in Biophysics from the University of Toronto. She lives in Ridgewood, New Jersey, with her husband and has three grown children.
Pat Middleton brings nearly two decades of individual and institutional investing experience to the service of the team’s clients. She also has extensive experience in cash management, fixed income and risk mitigation.
Pat was raised in Toronto, Canada, and earned a B.S. in Biophysics from the University of Toronto. She lives in Ridgewood, New Jersey, with her husband and has three grown children.
Pat Middleton brings nearly two decades of individual and institutional investing experience to the service of the team’s clients. She also has extensive experience in cash management, fixed income and risk mitigation.
Location
1585 Broadway, 21st
Fl
New York, NY 10036
US
Direct:
(212) 761-4646(212) 761-4646
Private Wealth Management
Professional Insights
On the Markets
Wealth Management
Global Investment Office
Portfolio Insights
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
Article Image
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.
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
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
CRC 4237142 (02/2025)
