Mark Lombardi, CRPC®
PWM Wealth Management Associate
Phone:
(212) 761-9839(212) 761-9839
Morgan Stanley Private Wealth Management
Kimberley Hatchett
Managing Director, Private Wealth Management,
Private Wealth Advisor,
Global Sports and Entertainment Director
Direct:
(212) 761-4629(212) 761-4629
My Mission Statement
Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.
About Kimberley
Kimberley Hatchett is a Private Wealth Advisor, Global Sports and Entertainment Director, and Managing Director within Morgan Stanley’s Private Wealth Management Division. Private Wealth Management is an advisory group that provides comprehensive wealth management solutions to individuals, families, foundations, and corporations that control significant pools of wealth.
Ms. Hatchett graduated from University of Virginia in 1984, where she earned her BA in Rhetoric and Communications. While at Virginia she competed on the track and field team earning All American in Atlantic Coast Conference and NCAA Championships in the 400 hurdles, high jump and 400 meter relay. Upon graduation, she joined Chase Manhattan Bank, completing Chase’s Global Credit Training Program, and became a middle market loan officer. After five years at Chase, Ms. Hatchett left to attend Harvard Business School where she graduated in 1991. Upon graduation she joined Morgan Stanley’s Private Wealth Management group where she has remained for 32 years.
Ms. Hatchett’s most recent accomplishments include being named to Forbes Best-In-State Wealth Advisors (2024), Forbes Best-In-State Women Advisors (2024), and Forbes America's Top Women Advisors (2021).
Ms. Hatchett currently sits on the board of directors for iMentor, a non-profit organization that mentors inner city and underserved high school students in New York City. She has sat on this board for over 20 years and is passionate that every child gets the opportunity to go to college regardless of their circumstances. She also serves on The NYC Police Foundation Board of Directors and The Lower Eastside Girls Club. She has also previously served on the boards of University of Virginia and St. Mary’s Hospital for Children in New York City. She is also a strong advocate against animal cruelty.
Originally from Lawrenceville, NJ, Ms. Hatchett currently resides in New York City.
Disclaimers:
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
Ms. Hatchett graduated from University of Virginia in 1984, where she earned her BA in Rhetoric and Communications. While at Virginia she competed on the track and field team earning All American in Atlantic Coast Conference and NCAA Championships in the 400 hurdles, high jump and 400 meter relay. Upon graduation, she joined Chase Manhattan Bank, completing Chase’s Global Credit Training Program, and became a middle market loan officer. After five years at Chase, Ms. Hatchett left to attend Harvard Business School where she graduated in 1991. Upon graduation she joined Morgan Stanley’s Private Wealth Management group where she has remained for 32 years.
Ms. Hatchett’s most recent accomplishments include being named to Forbes Best-In-State Wealth Advisors (2024), Forbes Best-In-State Women Advisors (2024), and Forbes America's Top Women Advisors (2021).
Ms. Hatchett currently sits on the board of directors for iMentor, a non-profit organization that mentors inner city and underserved high school students in New York City. She has sat on this board for over 20 years and is passionate that every child gets the opportunity to go to college regardless of their circumstances. She also serves on The NYC Police Foundation Board of Directors and The Lower Eastside Girls Club. She has also previously served on the boards of University of Virginia and St. Mary’s Hospital for Children in New York City. She is also a strong advocate against animal cruelty.
Originally from Lawrenceville, NJ, Ms. Hatchett currently resides in New York City.
Disclaimers:
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
Capabilities
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- Open-Architecture Platform
- Manager Selection
- Risk Management
- Hedging Strategies
- Consolidated Reporting
- Proprietary Investment Opportunities
Securities Agent: OK, OH, WA, NY, IA, AL, UT, TX, OR, MT, MN, ME, IN, ID, HI, VT, NM, MI, AK, VI, NV, NH, CO, SC, PA, KY, DC, CT, WV, LA, SD, ND, WI, NE, AR, KS, PR, TN, NJ, IL, MS, MA, WY, VA, RI, NC, MO, MD, GA, FL, DE, CA, AZ; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1546012
NMLS#: 1546012
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 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- 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, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. 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.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Accomplishments
2023 - Forbes' Top Women Wealth Advisor in New York
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State. Source: Forbes.com (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 9/30/21 - 9/30/22.
2017-2021 - Forbes’ Top 200 Women Advisors
Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors). Source: Forbes.com (Awarded 2017-2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2020-2021 - Forbes' Best-In-State Wealth Advisors: New York
2020-2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Source: Forbes.com (Awarded 2020-2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2020 - Crain's Notable Women in Financial Advice
2017, 2019 - Working Mother Magazine's Top 200 Wealth Advisors
2017 - New York State Council for Women and Girls Steering Committee
2017 - Keynote Speaker at the Women’s NYPD conference
2016 - Honoree of The Lower Eastside Girls Club
2016 - Honoree of America Needs You
2015 - MAKER at Morgan Stanley
2009-2013, 2015 - Barron's Top 100 Women Financial Advisors
2009-2013, 2015 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2009-2013, 2015). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.
Source: Barrons.com (Awarded June 2009-2013, 2015). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.
2015 - Honoree of Young Women’s Leadership Schools
2014 - The Network Journal’s Top 25 Influential Black Women in Business
2014 - Financial Times’ Top 100 Women Financial Advisors
Financial Times Top 100 Women Financial Advisors
Source: ft.com (Awarded Apr 2014) Data compiled by the Financial Times and Ignites Research based on time period from 6/30/12 - 6/30/13.
Source: ft.com (Awarded Apr 2014) Data compiled by the Financial Times and Ignites Research based on time period from 6/30/12 - 6/30/13.
2014 - Registered Rep Magazine’s Top 50 Wirehouse Women (Ranked # 2)
2009 - Inducted into Lawrence High School Athlete Hall of Fame
Global Sports and Entertainment
Morgan Stanley's 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.
Every sports and entertainment profession has its own unique elements, including earnings profiles and variable career spans that can have a major impact on wealth management. A sports or entertainment professional should have a Financial Advisor who knows the industry and how money flows from your work to your wallet.
As a Sports and Entertainment Director, Kim was chosen for her experience working with athletes and/or entertainers, so she understands your total financial picture. With their credentials, experience, and knowledge, Kim and her team can craft financial strategies that reflect the unique challenges and dynamics that athletes and entertainers face.
athletes, entertainers, creators and top professionals in the sports and entertainment industry.
Every sports and entertainment profession has its own unique elements, including earnings profiles and variable career spans that can have a major impact on wealth management. A sports or entertainment professional should have a Financial Advisor who knows the industry and how money flows from your work to your wallet.
As a Sports and Entertainment Director, Kim was chosen for her experience working with athletes and/or entertainers, so she understands your total financial picture. With their credentials, experience, and knowledge, Kim and her team can craft financial strategies that reflect the unique challenges and dynamics that athletes and entertainers face.
How We Can Help
- Take care of your family without compromising your own future
- Help you understand the mechanics of your financial well-being
- Extend your brand or expand your footprint
- Stretch peak earnings and plan for your lifetime
- Build, buy, borrow and understand how to navigate the financial world
GSE Capabilities- Help you understand the mechanics of your financial well-being
- Extend your brand or expand your footprint
- Stretch peak earnings and plan for your lifetime
- Build, buy, borrow and understand how to navigate the financial world
Our Services
- Developing a sustainable budget
- Determining and articulating your financial goals
- Setting financial boundaries that help safeguard your money
- Creating strategies to help preserve, grow and transfer wealth
- Analyzing investment and/or business opportunities
- Determining and articulating your financial goals
- Setting financial boundaries that help safeguard your money
- Creating strategies to help preserve, grow and transfer wealth
- Analyzing investment and/or business opportunities
Athletes and Entrepreneurs
Entrepreneurs and athletes have a lot in common: Both have competitive drives and get-it-done mindsets. They don’t shy away from calculated risks and consider failure as a learning opportunity. Many athletes think about what they’ll do after sports, some choosing to become entrepreneurs. Learn how a our team can help plan for success.
Learn More
Financial Solutions for Prospective Pros
The journey to becoming a professional athlete is exciting, but also incredibly challenging. The Global Sports & Entertainment Groups can offer financial support at the right moment. Even if an athlete just wants to talk with us to get a second opinion about their options, we’re here to help. It’s all part of our mission to give back to the sports and entertainment community by providing the skills and knowledge to help athletes make smart choices about their finances. We want athletes to not only think about today, but tomorrow, too.
Learn More
Life After the Game
Careers in sports and entertainment follow unique financial trajectories that may benefit from a tailored investing approach. A planned approach with the right asset allocation framework can help athletes and entertainers preserve and, in some cases, enhance their career earnings.
Learn More
Planning for the Unexpected
Athletes and entertainers’ careers often have their ups and downs, all the more reason to plan ahead for a financially stable future. Here’s how.
Learn MoreLocation
1585 Broadway, 21st
Fl
New York, NY 10036
US
Direct:
(212) 761-4629(212) 761-4629
Meet My Team
Marla Napurano
Director of Business Strategy
Phone:
(212) 761-4484(212) 761-4484
Raffaele Provvisiero
PWM Registered Client Service Associate
Phone:
(212) 761-4568(212) 761-4568
About Mark Lombardi, CRPC®
Mark Lombardi is an Associate at Morgan Stanley Private Wealth Management. He joined the company in 2020 and has been in the financial services field since 2016. Mark specializes in financial planning for ultra-high-net-worth clients, using financial plans to provide investment strategies tailored to each client's goals. He also monitors account performance, conducts client portfolio reviews, and provides ongoing education about products and services offered by the firm.
Mark is a Chartered Retirement Planning Counselor®. He holds the Series 7 and Series 66 licenses, is a licensed insurance agent in New York and Florida, and is a graduate of SUNY Binghamton.
Mark is a Chartered Retirement Planning Counselor®. He holds the Series 7 and Series 66 licenses, is a licensed insurance agent in New York and Florida, and is a graduate of SUNY Binghamton.
About Marla Napurano
Marla Napurano is a Director of Business Strategy within Morgan Stanley Private Wealth Management, joining the team in 2014. Marla focuses on asset allocation implementation, trade execution, syndicate, as well as banking and lending. Marla manages the team’s operations and coordinates both within her team and firm resources to handle client inquiries. Marla focuses on ensuring clients are provided with the best client experience and have transparency on their accounts. Marla engages with clients on new opportunities within the firm specifically with regards to new banking services offered and provides current research. Prior to joining Private Wealth Management Marla joined Morgan Stanley in 2007 as part of the Morgan Stanley Private Equity Investor Services group.
Marla received her B.S in Business Administration from Boston University in 2007 and her MBA from New York University Stern School of Business in 2019. When not in the office Marla spends much of her time giving back to her community as an EMT, current member of the Junior League, director of a sports program for individuals with intellectual and developmental disabilities, and a mentor with iMentor.
Marla received her B.S in Business Administration from Boston University in 2007 and her MBA from New York University Stern School of Business in 2019. When not in the office Marla spends much of her time giving back to her community as an EMT, current member of the Junior League, director of a sports program for individuals with intellectual and developmental disabilities, and a mentor with iMentor.
About Raffaele Provvisiero
Raffaele Provvisiero is a PWM Registered Client Service Associate who has worked in the financial services industry for over twenty years. Raffaele is experienced in many aspects of the financial services field, from Wealth Management to banking and lending. Raffaele holds a B.S. in Finance from Hofstra University and is still active in the Alumni Association.
Raffaele and his wife Christine enjoy Biking, Running, Hiking, Golf and Raffaele is an avid softball player. Raffaele is a Queens New York native who always enjoys a good Mets game in his free time
Raffaele and his wife Christine enjoy Biking, Running, Hiking, Golf and Raffaele is an avid softball player. Raffaele is a Queens New York native who always enjoys a good Mets game in his free time
Wealth Management
Global Investment Office
Portfolio Insights
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
LISTEN | Passion Assets: Investing in Art
Article Image
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
Article Image
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.
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
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.
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
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.
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 6295606 (3/2024)
