Lauren Conigliaro, CFP®

Betsy is a Certified Financial Planner TM and Executive Director at Morgan Stanley. With energy and determination, Betsy empowers clients to achieve new levels of success through a disciplined and personalized approach to investment management. With more than 35 years of industry experience, she focuses on meeting the needs of individuals and families who have accumulated a higher level of wealth. She also has significant experience in commercial lending and business succession planning.

Prior to becoming a Financial Advisor, Betsy spent a decade managing a team of commercial lenders at J.P. Morgan, becoming a trusted resource to entrepreneurs and family-owned businesses. In 1998, she was offered the opportunity to become the Chief Financial Officer for a successful wholesale distributor company. The family ultimately sold its business and real estate with Betsy’s astute guidance, transitioning her to Chief Investment Officer of their Family Office. She later joined BNY Mellon where she built a successful practice focusing on pre-sale planning and other investment strategies designed specifically for business owners and families with legacy planning goals.

While building her practice at BNY Mellon, Betsy enjoyed working with a number of smart and caring advisors with a similar focus and mandate: to build deep relationships with each client to be able to deliver cutting edge advice in a highly personal and high-touch manner. They officially joined forces at Morgan Stanley in late 2020.

A life-long learner, Betsy earned her B.A. in Economics at Rutgers University and her M.B.A. in Finance from New York University. She is a Certified Financial PlannerTM (CFP^®), the recognized standard of excellence for personal financial planning.

Betsy’s desire to help others is equaled only by her dedication to her community and her family. She is a member of the Executive Board of Directors for Rutgers University Foundation, where she is responsible for the Development committee and the University’s multi-year capital campaign. She is also on the Board of Trustees for the Princeton Area Community Foundation and the McCarter Theatre in Princeton.

Originally from Central NJ, Betsy now splits her time between homes in Princeton Junction and Bay Head with her husband, Bernie. They have three grown children, Kerry, Sarah and Jack. Outside of the office, Betsy loves travel, taking long walks at the beach with her dog, Finn, and changing the world through philanthropy.

As a Portfolio Management Associate, Chris focuses on building strong client relationships and providing superior service. A consummate professional, he is often the first line of contact on a wide range of client questions and requests. Chris is involved in all aspects of client service – from opening new accounts, to executing money transfers, to implementing key elements of a client’s financial plan.

Growing up in Lake Hopatcong, NJ, Chris was always interested in the financial markets and received great satisfaction helping others. Pursuing a career in financial services was the perfect opportunity to bring these two passions together. After earning his Finance degree from Marist College in 2014, Chris began his
career at BNY Mellon as a Fund Administrator, before taking on the role of Investment Operations Associate at Prudential Financial a year later.

In 2016, Chris returned to BNY Mellon to work with Elizabeth McNeilly and Lauren Conigliaro. He immediately became an integral member of their team and for the next five years served as an Associate Wealth Manager, working directly with clients to develop and execute customized strategies designed to help them achieve their goals. Chris recently rejoined Elizabeth and Lauren’s practice after they moved to Morgan Stanley in 2021.

Today, Chris calls Montclair his home. Outside of the office, he enjoys a broad array of activities including snowboarding, all things fitness, and cooking. He is also very tech savvy and loves to spend some of his free time building his own computers.