Our Team

We are a dedicated team of knowledgeable and experienced investment professionals, with a focus on the core disciplines of investment and wealth management for affluent families and their foundations. We serve as our clients' Chief Investment Officer by integrating and coordinating their multi-dimensional financial needs.
About Kevin Templeton:
  • Kevin joined Morgan Stanley in 1996 as a Vice President. He focuses on wealth management for some of the firm’s wealthiest private clients, foundations, and mid-level institutions. For over 30 years he has consulted with families and their trusted advisors to craft customized investment solutions designed to best meet the clients’ unique long-term objectives. Kevin manages both discretionary and non-discretionary equity and fixed income portfolios. Equity management includes: Core U.S., International Large Cap, and special situation/opportunistic trading. Kevin also handles restricted stock sales, lending, hedging and monetization for senior corporate executives and holders of concentrated equity positions. Fixed Income management includes both taxable and tax free portfolio management. Prior to Morgan Stanley, Kevin was an Investment Advisor at UBS Paine Webber. Kevin received his Bachelor’s Degree in Finance from the University of Manitoba, Canada. Kevin was born in Canada, he now lives in Palos Verdes with his wife and son. He and his wife are involved with various local charities in the South Bay/Palos Verdes area. His interests include golf, skiing, sport fishing, and the outdoors.
Securities Agent: OR, MA, WI, TX, SD, NY, NV, NJ, LA, HI, FL, CT, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1262164
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 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $980 billion in AUM1
  • Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
  • 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, 2024

Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. 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.

FAMILY OFFICE RESOURCES

Morgan Stanley’s Family Office Resources help clients and Private Wealth Advisors by providing a large suite of uniquely specialized resources. These resources assist with various complex challenges of controlling significant wealth to aid you in making complicated decisions. Below are some of our resources and capabilities:
    Icon Image
    Wealth Management Capabilities
    At Morgan Stanley, our unique access to a wide range of services, along with our exclusive capabilities, allows us to support your personal and professional goals. We are devoted to growing, retaining, and managing our client’s significant wealth as the foundation of everything we do.
    Click here to learn more
    Icon Image
    Trust & Estate Planning
    Our Wealth and Estate Planning Strategists analyze every aspect of a client’s estate to understand their intricate tax and estate structures. By understanding your tax and estate characteristics, we can help you make more informed investment decisions with your full estate and financial picture in mind.
    Click here to learn more
    Icon Image
    Philanthropic Planning and Charitable Giving
    By understanding about the causes you care about and understanding your financial asset allocation, we are able to assist you in strategically giving to your specific philanthropies. We evaluate sophisticated methods to make charitable gifts and ensure you are donating in the most intentional way.
    Click here to learn more
    Icon Image
    Family Governance
    Our team emphasizes the importance of family governance system within the ultra-high net worth space. This system helps provide a sound framework for decision-making as it relates to family business, charitable foundation, family office, investing within the family, etc.
    Click here to learn more

Firm Resources

At Morgan Stanley Private Wealth Management, we use analysis from our market research experts to provide you with digestible financial information. The links below provide further insight with our Global Investment Committee’s views on the markets as well as our extensive suite of digital tools.
    Icon Image
    GIC On the Markets
    The Global Investment Committee's Lisa Shalett broadcasts Morgan Stanley’s monthly look at markets, asset class performance and fixed income.
    Click here to learn more
    Icon Image
    Morgan Stanley Online (MSO)
    With Morgan Stanley Online, you can easily and securely manage your finances at any time and anywhere. MSO allows you to make transfers and trades online or on the app while also monitoring performance and account information.
    Click here to learn more
    Icon Image
    Total Wealth View
    What comes with high-net worth is sometimes many accounts at various institutions. With Morgan Stanley Online and Total Wealth View, you are able to link your non-Morgan Stanley accounts and analyze your net worth easily.
    Click here to learn more
    Icon Image
    Tax Management
    Taxes for ultra high-net worth individuals can be complicated and vast.
    We use various intricate tax strategies to ensure you are paying the least amount possible. Read more from Morgan Stanley's Tax Management site below.
    Click here to learn more
    Icon Image
    Portfolio Risk Platform
    Powered by BlackRock's Aladdin risk engine, Morgan Stanley's Portfolio Risk Platform is a state-of-the-art, innovative risk engine that provides us with extensive risk analytics and an intricate view of the risk/return dichotomy across all of your various financial portfolios. With this tool, we can make the most educated investment decisions to minimize risk while keeping track of returns.
    Click here to learn more

Location

1999 Ave Of The Stars
Ste 2400
Los Angeles, CA 90067
US
Direct:
(310) 788-2179(310) 788-2179

Meet My Team

Photo of Carina Atoyan

Carina Atoyan

PWM Senior Registered Associate
Phone:
(310) 788-2174(310) 788-2174

About Carina Atoyan

Carina joined Morgan Stanley Private Wealth Management in 2005. She started her career in the financial industry in 1996 at Josephthal & Co. (Israel), a boutique firm where she managed back office operations. Then she served as a VP of Operations at CIBC Oppenheimer (Israel). Carina manages all administrative, analytical and operational aspects of the team’s business. She is also responsible for trading and providing client service support. Carina received a BA in English Literature from Tel Aviv University and an MBA from California State University (CSUN).
Wealth Management
Global Investment Office

Portfolio Insights

Read More about On the Markets
Read "On the Markets"

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
Learn More about Private Wealth Management Podcast
LISTEN | Passion Assets: Investing in Art
Article Image

LISTEN | Passion Assets: Investing in Art

When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Learn More about Managing Significant Wealth
Funding Climate Action: Pathways for Philanthropy
Article Image

Funding Climate Action: Pathways for Philanthropy

Share a new report in collaboration with the Aspen Institute. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions.

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.
Learn More about Insights and Outcomes
Larry Fitzgerald Jr.'s Playbook on Leadership and Values
Article Image

Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.

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

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 4237142 (02/2025)