Ilan Segev
Managing Director, Private Wealth Management, Private Wealth Advisor, International Client Advisor
Phone:
(617) 757-8850(617) 757-8850
Morgan Stanley Private Wealth Management
Ilan Segev & Amy Steigerwald
Direct:
(617) 757-8850(617) 757-8850
Our Mission Statement
Our team mission is to deliver an exceptional level of service and advice by leveraging our extensive experience and resources to best meet our clients' unique objectives and goals.
Welcome
Our goal is to help you preserve and grow your financial and social capital so that you may have the greatest positive impact for generations to come. Private Wealth Management is a boutique group within a global firm, optimized to serve ultra-high-net worth individuals, families, foundations and institutions. As PWM Advisors, we deliver an unrivaled experience, providing bespoke advice and leveraging the resources of the Morgan Stanley franchise in a family office approach.We combine our own talents and experience with the vast global resources of the firm to address the wealth management needs of our clients. We take a holistic approach in constructing customized strategies, in conjunction with utilizing tailored tax & estate strategies, to help preserve and benefit from market fluctuations. We look forward to learning more about you, your unique goals, and discussing the resources we can make available to you.
Capabilities
- Comprehensive Wealth Planning
- Family Governance & Wealth Education
- Philanthropy Management
- Sustainable & Responsible InvestingFootnote1
- Investment Management
- Risk Management
- Pre-Liquidity Planning
- 10b5-(1) Programs
- Open-Architecture Platform
- Proprietary Investment Opportunities
- Consolidated Reporting
- Corporate Services
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 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- 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, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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 in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking 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 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
Our team serves a select group of successful entrepreneurs, venture capitalists, executives, institutional and private investors from around the world by working directly with clients, their family offices, foundations and endowments. We act as a single point of contact, delivering the firm’s resources, access to opportunities, and intellectual capital to help you meet your complex wealth and investment management needs. We adhere to a disciplined, client-focused investment process to develop and understand our clients’ investment objectives, risk tolerance, liquidity needs and individual circumstances & opportunities.
Philosophy
We are committed to the highest standard of integrity, dedication, and excellence in our relationships with our clients. We strive to fully understand our clients’ objectives and aspirations. Collaboratively, we develop a customized wealth management plan that incorporates investment strategy, coupled with a comprehensive tax, estate, and legacy strategy with unbiased investment execution. The end result is a wealth management plan individually tailored to help meet our clients’ unique objectives in an evolving market environment.
Location
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 757-8850(617) 757-8850
Meet Ilan Segev & Amy Steigerwald
Amy Steigerwald
Senior Vice President, Private Wealth Advisor, International Client Advisor, Family Wealth Director
Phone:
(617) 757-8840(617) 757-8840
Jessica Downing
Assistant Vice President, Group Director
Phone:
(617) 757-8813(617) 757-8813
Ying Chen
Wealth Management Analyst
Phone:
(617) 757-8803(617) 757-8803
Asaf Sitton
Wealth Management Associate
Phone:
(617) 757-8815(617) 757-8815
Justin Langway
Client Service Associate
Phone:
(617) 757-8827(617) 757-8827
About Ilan Segev
Ilan is a Managing Director with the Private Wealth Management Group at Morgan Stanley. Ilan leads an International Private Wealth Management team and focuses on servicing ultra-high net worth investors and families in several markets. Ilan and the team have extensive experience managing capital across several market cycles and are leveraging Morgan Stanley’s resources to benefit their clients. Prior to his work in financial services, Ilan served as a career diplomat for the State of Israel. Ilan was posted in Atlanta as the State of Israel's second highest ranking diplomat to the southeastern United States, and prior to that, was posted in Qatar. Ilan is an active member of the Jewish & Israeli communities within Boston, having served on the Israeli American Council as a founding Co-Chair for the Boston region, the Newton Wellesley Hospital Board of Overseers, and several other not-for-profit boards. Ilan previously was a member on the Morgan Stanley International Wealth Management Council and served on the Private Wealth Management Advisory Council. He is fluent in Hebrew and conversant in Mandarin. Ilan was an officer in the Israeli Defense Forces, received his Bachelor's Degree in Economics and Far East Studies from Hebrew University in Jerusalem and later received his MBA from Harvard Business School. Ilan lives in Boston with his wife, Shiri, and has 3 sons.
Securities Agent: SD, TN, TX, VA, VT, WA, WI, WY, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, PR, RI, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 1261840
NMLS#: 1261840
About Amy Steigerwald
Amy is a Senior Vice President with the Private Wealth Management group at Morgan Stanley. Amy began her career in wealth management at BNY Mellon in 2005. After leaving the bank in 2008 to complete business school, Amy joined her partner, Ilan Segev, while at the Private Bank at Credit Suisse. Since joining Morgan Stanley in 2012, Amy has continued to thrive on fostering client relationships and now serves on the Private Wealth Management Advisory Council. Within her community, Amy is passionate about inspiring & empowering women of all ages to achieve their highest career potential. Amy serves on the board of directors at Invest in Girls and as a coach for the Babson WIN Lab for women entrepreneurs. Amy received her BA from Colgate University and her MBA from Georgetown University. Originally from Upstate NY, Amy now resides with her husband, Michael, in the South End of Boston.
Securities Agent: RI, SC, SD, TN, TX, VA, VT, WA, WI, WY, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, PR; General Securities Representative; Investment Advisor Representative
NMLS#: 1285121
NMLS#: 1285121
About Jessica Downing
Jessica is an Assistant Vice President and Group Director with the Private Wealth Management group at Morgan Stanley. Prior to joining the firm in 2012, she began her career in financial services at UBS in 2011. Jessica holds FINRA Series 7 and 66 licenses. She graduated from Northeastern University with a BS in Sociology and a minor in Psychology, she was also a member of the Women's Rowing Team. She is active in Morgan Stanley's Greater Boston Women's Employee Network and the Northeastern alumni network. Within the firm, Jessica serves on the Strategic Solutions Forums and is the Co-Chair of the International Wealth Management Forum Group. Jessica is a native of Northern New Jersey and resides with her husband and dog in Boston. Jessica enjoys traveling, sourdough baking, and showing off her green thumb with her ever-expanding collection of houseplants.
About Ying Chen
Ying is a Wealth Management Analyst with the Private Wealth Management Group at Morgan Stanley. Ying is fluent in Mandarin and Cantonese, and moved from Fujian, China to the United States in 2009. Prior to joining the firm in May of 2022, Ying began her career in financial services at Bank of America/Merrill Lynch in 2017. Ying holds her Series 7 and 66 Licenses. She graduated from the Carroll School of Management at Boston College with a master’s degree in Finance and is currently a CFA III Candidate. Ying resides in Quincy, where she has lived for the past 13 years. Ying enjoys spending time with her family and friends during the weekend and trying out new restaurants.
About Asaf Sitton
Asaf is a Client Service Associate with the Private Wealth Management Group at Morgan Stanley. He is originally from Israel where he was a licensed Portfolio Manager. Asaf received his Bachelor’s Degree in Logistics and Economics from Bar Ilan University. Prior to moving to Massachusetts, he worked at Tamir Fishman Investment Firm in Tel Aviv. Asaf holds his 7 and 66 licenses. He currently resides in Jamaica Plain, with his wife and daughter.
About Justin Langway
Justin is a Client Service Associate with the Private Wealth Management Group at Morgan Stanley. He is from Southborough, MA and received his BS in Business degree with a concentration in real estate from Babson College. Prior to joining the firm in May of 2024, he began his career at Bank of America Private Bank in 2022. Justin enjoys golfing, skiing, and spending time with his family down on the Cape. He currently resides in Brighton, MA
Contact Ilan Segev
Contact Amy Steigerwald
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
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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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.
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.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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 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.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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
CRC 6295606 (3/2024)
