Jeffrey S. Babik

Jeffrey Babik is a First Vice President, Wealth Management, Financial Advisor, and Senior Portfolio Manager with The Modern Perspective Group at Morgan Stanley. For over 25 years, he has been helping individuals and families protect and grow their wealth with customized investment strategies and research-backed portfolios.

A graduate of St. Joseph’s College with a bachelor’s degree in Economics, Jeff began his career as a financial advisor and portfolio manager in 1995 with UBS Wealth Management, where he worked for nearly a decade. Then, looking to broaden the resources he could offer his clients, he came on board with Morgan Stanley in 2004 and has remained with the firm ever since.

With the team, Jeff’s primary focus is providing customized portfolio management for clients at all stages of their financial journey. Having working many years in the industry – through bull markets, bear markets, and everything in between – Jeff knows firsthand what a sustainable, long-term strategy looks like. Complementing Morgan Stanley’s extensive market research, he utilizes an investment approach called the “Relative Strength Methodology,” a screening process that aims to help identify long-term market trends, mitigate risk exposure, cut through human emotion, and determine the optimal investment strategy for your unique circumstance.

Throughout his career, Jeff has approached each day with the same straightforward belief: There’s no such thing as “easy money.” It’s a lesson he first learned at 15 years old, when he worked an after-school job as a janitor. To this day he prides himself on the diligent work ethic that he applies to all aspects of his wealth management practice.

Outside the office, Jeff lives in LaGrange, IL with his wife Catherine. In his free time, he enjoys going out West for downhill ski trips with Catherine and their son Matthew. He’s also an avid cyclist, and it’s during long rides that he counts himself lucky for living in the Midwest, and not out West in the mountains.