Endeavor Group at Morgan Stanley

Kevin Manning is a Senior Vice President, Financial Advisor, Family Wealth Director and Portfolio Management Director with The Endeavor Group at Morgan Stanley. With over 20 years of industry experience, he equips his clients with the financial knowledge and resources needed to help them reach their long-term goals.

After graduating Cum Laude from the University of Pennsylvania with a degree in Economics, Kevin entered the financial industry in 2001 with Morgan Stanley and has remained with the firm ever since. Throughout his career in wealth management, he has consistently strived to provide his clients with more –– whether that be a more robust array of resources, deeper market insights, or smarter technology. It is with that same motivation that he worked to earn his Certified Financial Planner^® and his Chartered Financial Analyst^® designations.

With The Endeavor Group, Kevin focuses on helping clients articulate personalized financial plans built around their specific goals and needs. He believes that your retirement, your family dynamics, and your vision for future are all going to look a little different––or maybe a lot different––than the next person’s; and because of that, so should your financial plan. If your financial plan truly, comprehensively reflects your individuality, it can be an invaluable resource to help you realize the future you envision. At the end of the day, Kevin’s sole mission is to help you and your family achieve your goals. Doing that takes a process-drive approach. It takes an intensive discovery. Comprehensive planning. Careful foresight. A stable, long-term perspective. But most of all it takes commitment –– a lifelong dedication reconfirmed each and every day. That’s what Kevin and his team provide.

Outside the office, Kevin lives in Boston with his wife and two young daughters. An avid hiker and father, he has summitted all 48 of New Hampshire’s 4,000+ ft mountains, and he is excited to hike them all over again as his kids get older. In his free time, he also enjoys road cycling and mountain biking, a passion that has brought him to Moab, UT, Bend, OR, Sedona, AZ, and even the Scottish Highlands. Combining his love of cycling with his commitment to giving back, Kevin has participated since 2005 in the annual Pan Mass Challenge, a 2-day bike-a-thon in support of Dana-Farber Cancer Institute. Previously, he has served on the alumni council and as a class agent for Philips Academy Andover / The Andover Fund.

Mark Zunick is a Senior Vice President, Financial Advisor, and Portfolio Management Director with The Endeavor Group at Morgan Stanley. For decades, Mark has helped executives, businessowners, and families step confidently into their future with holistic financial strategies and professional guidance.

Wealth management was Mark’s first job out of college. After earning a bachelor’s degree in Business Administration and Economics from the University of Hartford, he joined Morgan Stanley and has remained with the firm ever since. Over the years, he’s had the privilege to work with many of his clients for over three decades.

There’s a reason for that. And it starts the way any lifelong relationship does –– with trust. Each and every day, Mark works with a keen awareness of the stakes of his job. His clients are depending on him to help them live the kind of retirement they deserve after a long, successful career. They’re counting on him to help protect their families from financial risk, and to help grow a nest egg for their children and grandchildren. Along with The Endeavor Group, Mark strives to do everything he can to meet his clients’ needs, and ultimately help them achieve their goals. Whether that means leveraging his Portfolio Management Director title to help them work toward their investment objectives, or just talking through the state of the market and answering questions about their strategy.

Outside the office, Mark lives in Hales Location, NH with his wife of 30 years, Wendy, and their two daughters and two dogs. An active member of the community, he spends much of his free time attending school sporting events and giving back with charitable work. The family also enjoys staying active outdoors with skiing, biking, and hiking.

Bradley Roberts is a Senior Vice President, Financial Advisor, and Portfolio Management Director with The Endeavor Group at Morgan Stanley. Whether for individuals, families, or business owners, Brad has spent his entire career empowering his clients with investment insight and comprehensive guidance to help protect and grow their wealth.

A graduate of Tulane University with a bachelor’s degree in Management, Brad began his career with State Street Bank and Trust Company in 1981. After a brief stint with Savin Corporation, he transitioned to wealth management in 1983, joining Morgan Stanley’s predecessor Dean Witter. Having remained with the firm ever since, his career has been defined by commitment –– first and foremost to his clients and their families.

As part of that commitment, Brad has worked to earn his Certified Financial Planner^® and Chartered Retirement Planning Counselor^® designations –– both of which round out his deep experience with the leading insight, holistic skillset, and unwavering integrity to help his clients overcome whatever obstacles they may face throughout the course of their lives. As a member of The Endeavor Group, Brad provides a wide-range of support for his clients covering everything from financial planning and asset allocation to estate planning, retirement income planning, and more. Over the years, he’s guided his clients through all kinds of markets –– bull, bear, and everything in between. In short, he knows what it means to execute a long-term plan for success, and he strives to help his clients do just that across two and even three generations.

Outside the office, Brad lives in Gloucester, MA with his wife of 25 years, Martha. Together they have two adult children, William and Emma. In his free time, Brad enjoys staying active with a few sets of tennis or a round of golf. And when it rains, he appreciates the opportunity to catch up on his reading list, which always seems to be getting longer.

Connor Kee is a Vice President, Financial Advisor, Portfolio Manager and Financial Planning Specialist with The Endeavor Group at Morgan Stanley. Taking a goal-driven approach, Connor works with a wide array of clients to translate their life goals and circumstances into one comprehensive financial plan. It is with that same motivation that he worked to earn his Chartered Financial Analyst designation.

A University of Rhode Island graduate with a bachelor’s degree in Business Administration, Connor joined Morgan Stanley as a Wealth Advisor Associate in 2019. In that role, he partnered with elite advisors throughout New England, enhancing their financial planning process and leveraging Morgan Stanley’s vast array of resources on their clients’ behalf. This experience would also prove immensely valuable to Connor. Not only did it allow him the opportunity to work on hundreds, if not thousands, of financial plans, he was also able to glean insight on many diverse approaches to wealth management, developing his own along the way.

Connor continues his focus on crafting personalized financial plans for the team’s clients. For him, a good plan is one that is specific to your objectives, accounts for all aspects of your financial life, and identifies proactively potential challenges that may arise down the road. Complementing his own experience with Morgan Stanley’s powerful technologies and world-class resources –– Connor’s thorough process often leads him to discern needs his clients did not even know they had, and to recognize opportunities that can help them reach their goals more quickly. And with the vast majority of his career yet ahead of him, Connor is excited to help the team’s clients continue to build their legacy for generations to come.

Outside the office, Connor lives in Salem, MA. In his free time, he enjoys playing hockey, volunteering as a youth hockey coach, and spending time with family and friends –– whether it’s a day at the beach, an afternoon on rink, or a night out exploring all the great culinary, cultural, and sports offerings Boston has to offer.

Adrienne Tubridy is a Vice President and Wealth Management Associate with The Endeavor Group at Morgan Stanley. With decades of experience, Adrienne supports clients with a wealth of knowledge and resources to help keep their financial life as seamless as possible.

After receiving a bachelor’s degree from The State University of New York at Geneseo, Adrienne began her career in finance on the institutional side with Kidder Peabody and Barclay’s Bank. She joined the institutional trading desk at Alex. Brown & Sons in 1988 before transitioning to wealth management in 1990. While the firm itself changed hands several times, from Bankers Trust, to Deutsche Bank, then finally to Raymond James, Adrienne rose to become a Director and Branch Administrative Manager. In this role, she had to wear many hats at once, assisting clients and colleagues in many different capacities.

In 2018, Adrienne came on board with Morgan Stanley, where she continues to provide dynamic, client-focused support covering a wide range of needs. With The Endeavor Group, she oversees the daily business operations with a special focus on the client experience. Having worked in the industry for many years, she is able to deliver the kind of comprehensive support and guidance only possible with deep experience. Rarely does she encounter a challenge she has not help solve already, and she remains committed to helping clients find solutions for years to come.

Outside the office, Adrienne lives in Marblehead, MA with her husband Steve of over 35 years and their twin boys. She is active in her community and serves as a mentor for the Leadership Academy Program at Girls, Inc. in Lynn, MA.

Tyler Thomas is a Portfolio Associate with The Endeavor Group at Morgan Stanley. With diligence and dedication, Tyler is committed to helping clients reach their financial goals and simplify their financial lives on an everyday basis.

A graduate of Bridgewater State University, Tyler earned a bachelor’s degree in Management with a concentration in Accounting and Finance. He first entered the financial industry in 2018 as a Licensed Banker at Citizens Bank. In 2021, he joined Morgan Stanley, seeking to help clients manage their financial lives on a comprehensive level. He holds a Series 6, 7, 63, and 65 licenses.

With The Endeavor Group, Tyler provides the kind of proactive and thoughtful client service experience expected of an elite wealth management team. Whether he’s onboarding new clients, helping them troubleshoot the online interface, or providing necessary documents –– he prides himself on his careful attention to detail and his intense dedication to clients’ needs and goals. Each and every day, he strives to go above and beyond to help find solutions in any way he can.

Outside the office, Tyler lives in Salem, MA. An avid golfer, he also enjoys hiking the many trails in the area, and of course spending time with friends and family.