Jason Wang

Colin Brady is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management office at 399 Park Ave in New York City. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.

Colin began his career in financial services in 2011 and joined Morgan Stanley in 2022. Prior to his current position, he spent the last 5 years working as a Wealth Management Advisor with TIAA. In his time at TIAA, he advised clients in various financial planning needs such as retirement, asset management, income generation, estate & legacy planning, and charitable giving.

Colin graduated from Pace University and holds his Certified Financial Planner^® designation. Colin lives in Stewart Manor, New York with his wife, Lauren, and his son, Liam. Outside of work, Colin enjoys spending time with his family, cooking and golfing.

Mary Beth Powers is Executive Director and Trust Specialist for Morgan Stanley covering the New York Metro region, responsible for presenting Morgan Stanley’s third-party trustee partner platform to Morgan Stanley Wealth Management Financial Advisors, clients and prospects. Leveraging the capabilities of our trust company partners, Mary Beth assists to identify appropriate fiduciary solutions, which are essential to the management, preservation and transfer of accumulated wealth. This process includes coordination with the client’s financial, legal and tax advisors to ensure proper trust planning implementation.

Mary Beth has worked in the trust and estate services industry for over thirty years, primarily handling trust new business opportunities. Before joining Morgan Stanley, Mary Beth spent ten years as a senior vice president and regional trust specialist with Citigroup Trust in NYC.

Mary Beth received a Bachelor of Science from Seton Hall University, South Orange, New Jersey and is Series 7 and 63 licensed. She resides with her husband and family in Blauvelt, New York.

Angelo is the Family Office Resources Generalist for Family Office Resources in the New York Metro and New England regions. Angelo provides specialized knowledge to ultra-high net worth clients and their Morgan Stanley Financial Advisors across a broad range of family wealth management issues, including family governance/dynamics, wealth education, strategic estate and financial planning, philanthropy management, lifestyle advisory and customized asset allocation and portfolio construction. Angelo has over twenty-five years experience advising wealthy families, business owners, and philanthropic organizations.

Originally from Chicago, Angelo practiced law for 15 years and represented ultra-high net worth clients and the businesses they owned, as well as major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving.

Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised wealthy clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Specialist within Family Office Resources in Chicago, and finally as a Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed. Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club, in 2009-2010, and now lives in Armonk, New York with his wife, a native New Yorker, and their two children.