My Story and Services

Ken is an Executive Director, Senior Portfolio Management Director, and Financial Advisor with The Park Plaza Group, formerly known as The Cunningham Group at Morgan Stanley. He joined Morgan Stanley in 2001 and has dedicated his career to helping individuals, families, and organizations achieve and maintain their financial success. Ken is committed to long-term relationships, striving to always deliver exceptional client service. He listens carefully to his clients' values and concerns, and works tirelessly to implement customized wealth management plans that match their specific goals and tolerance for risk.

In 2009, Ken achieved the esteemed designation of CERTIFIED FINANCIAL PLANNER™ by the CFP® Board of Standards, the recognized standard of excellence for personal financial planning. He also earned the accreditation for Senior Portfolio Management Director at Morgan Stanley, and is now among a select group of financial advisors within the firm who are qualified to directly manage client assets on a discretionary basis. This can be an important benefit for clients, as it avoids delays in making timely financial management decisions.

Ken's professional methodology enables him to assist his clients in their financial lives with clarity and confidence. Together with his colleagues at The Park Plaza Group, he develops and implements comprehensive financial plans and sound investment strategies that reflect the personal and financial objectives of the individual or group. Regular communication is provided and encouraged to help monitor the plan and to make necessary adjustments.

A graduate of Fordham University with a Bachelor of Science in Finance, Ken is an active Fordham alumnus, as well as an IONA Preparatory alumnus. He is a member of the YWCA USA Endowment Fund's Investment Committee. He is also involved with the Westchester/Hudson Valley chapter of the Leukemia & Lymphoma Society. Ken lives in Hastings on the Hudson, with his wife, Malaika, and their sons Hudson and Logan.

Services Include
Securities Agent: HI, CO, VT, OH, NY, IL, CT, OR, MD, LA, WA, SC, MI, TX, PA, NH, VA, NV, NC, ME, DC, TN, NJ, FL, CA, AZ, WY, MA, GA, WI, RI, DE, MN, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1484512
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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    Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026: The Cunningham Group

    The Cunningham Group at Morgan Stanley has been ranked for the Best-In-State Wealth Management Teams for four consecutive years. Forbes/SHOOK Best-In-State Wealth Management Teams list features groups of experienced wealth managers with a proven track records of success according to SHOOK Research, which uses quantitative and qualitative data to rank teams.
    Forbes Best-In-State Wealth Management Teams
    Source: Forbes.com (Awarded 2026, 2025, 2024, 2023) Data compiled by SHOOK Research LLC based on 12-month time period concluding in September of year prior to the issuance of the award.

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    Morgan Stanley's Century Club (2021-2025): Kenneth Sundberg

    Advisors are selected based on criteria including performance, conduct, compliance, revenue, length of experience, and assets under supervision.

    Morgan Stanley Wealth Management Century Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Century Club membership is no guarantee of future performance.

Client Service Team

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    Lynn Cunningham, Vice President - Group Director

    Phone: (212) 603-6115
    Email: Lynn.Cunningham@morganstanley.com

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    Anna Maria Cavalli, Vice President - Wealth Management Associate

    Phone: (212) 230-3525
    Email: Anna.Maria.Cavalli@morganstanley.com

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    David Allan, CRPC®* - Portfolio Management Associate, Financial Planning Specialist*

    Phone: (212) 761-2837
    Email: David.Allan@morganstanley.com

    *This role cannot solicit or provide investment advice

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    Matina Otto - Wealth Management Analyst, Financial Planning Specialist*

    Phone: (212) 230-3696
    Email: Matina.Otto@morganstanley.com

    *This role cannot solicit or provide investment advice

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    Minerva Flores - Client Service Associate

    Phone: (212) 603-6101
    Email: Minerva.Flores@morganstanley.com

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    Timothy Conklin - Client Service Associate

    Phone: (212) 230-3692
    Email: Timothy.Conklin@morganstanley.com

Our Story & Services

The Park Plaza Group at Morgan Stanley offers a comprehensive wealth management advisory practice, serving individuals, families, and organizations who seek thoughtful, personalized, and effective financial guidance—through periods of prosperity and times of uncertainty.

Formerly The Cunningham Group, the evolution to The Park Plaza Group reflects our New York City roots, our expanding team, and the contributions of valued colleagues who help deliver on our shared vision and high-level of dedication. Park Plaza represents a place of connection, collaboration, and community, embodying forward momentum and growing capabilities while honoring the relationships and values that have always defined our work.

We recognize that each client's circumstances and resources are unique. Our clients entrust us to assist in potentially optimizing their financial lives with high regard and respect for how their wealth was earned and the responsibilities it supports. Through progressive financial planning strategies, disciplined investment management, and steady communication, we help clients focus on their priorities with confidence—knowing their financial affairs are supported and guided in partnership.

Our approach is collaborative and intentional, integrating planning and investment strategy to address both immediate needs and long-term objectives. Whether advising individuals and families or stewarding assets on behalf of organizations, our work is guided by long-term thinking, open dialogue, and a commitment to clarity.
Our focus and values remain consistent: thoughtful guidance, personalized service, and a deep belief that financial empowerment opens doors—to clarity, confidence, and meaningful impact.

Explore Our Team's Extensive Experience Across Global Sports and Entertainment.

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Global Sports & Entertainment is a highly specialized wealth management division, dedicated to serving the unique and complex needs of athletes, entertainers, creators and top professionals in the sports and entertainment industry.

The Park Plaza Group: Global Sports & Entertainment

"Financial literacy is cultural literacy. The two are inseparable; when the people shaping our culture don't understand the business structures around their work, we all lose - noy just economically, but culturally." - Sandra Richards, Head of GSE at Morgan Stanley

Location

55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 230-3678(212) 230-3678
Toll-Free:
(800) 654-1557(800) 654-1557
Fax:
(212) 593-9041(212) 593-9041
Wealth Management
Global Investment Office

Portfolio Insights

Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
You are your Own CEO: Build a Dream Team for Your Career
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You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career?and your money?is essential to help best position you to thrive. Here?s how.
Ready to start a conversation? Contact Kenneth Sundberg today.
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.

1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

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3Investing 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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5Morgan 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

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6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

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.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)