My Story and Services

Wealth is a means, not a meaning.

Heartfulness and capitalism can co-exist.

Having wealth empowers us to make choices, shape our lives, and uplift others. I learned this from my grandmother, who, despite being illiterate, built a business empire from nothing in Bengbu, Anhui, China. At age 14, I earned a full scholarship to study abroad and with $5,000 from her, ventured to Australia. That experience taught me the value of resilience and the power of dreams.

My career began in law, where I worked in international firms focusing on M&A, banking and finance, and climate change. After earning my MBA from Yale, I pivoted to private banking and wealth management, becoming a Relationship Manager at Credit Suisse in Zurich, Switzerland and covered the Netherlands, UK, and Greater China market respectively.

In 2018, I returned to the US and continued my entrepreneurial journey at First Republic Bank, building my client base from scratch.

In 2024, I joined Morgan Stanley with a clear vision:

I am fueled to serve those with vision and passion to help make this world a better place. It is a philosophy I call Heartful Capitalism.

Building and growing wealth through resilience, action and community, can make the wealth more “heartful”. I am here to help ultra-high-net-worth female, immigrant and diverse founders, innovators and entrepreneurs navigate their way in wealth, stay grounded and fulfilled.

My husband and I are both proud first-gen immigrants. We are settled in New Jersey with our two toddlers. We’re instilling in them the lesson taught by my grandmother and now by my extraordinary clients: that anything is possible.
Helping Manage Significant Wealth
  • Investment management
  • Alternative/legacy investing
  • Tax and estate planning strategies
  • Comprehensive financial planning
  • Facilitating professional networking
  • Lifestyle and business advisory services
  • Philanthropy creation and management
  • Multicultural family governance and wealth education
  • Succession planning for charitable and business efforts
Securities Agent: NY, CA, DE, NJ, CT; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Wealth and purpose can coexist.
Putting people first and valuing profit can co-exist.
Affluence is rarely the primary motivation for visionaries; it's a welcome side effect that provides for you and your loved ones. But it's also a means to realize the urge to improve your community and world.

Many female, immigrant and diverse visionaries face resistance on their path toward innovation and creation. I have overcome similar hurdles. People like us are especially attuned to the importance of having a positive impact on their communities – because we wouldn't be where we are without the people who generously supported us along the way. I believe there's hidden potential among often overlooked populations who feel called to help.

Everything happens twice in life: once in your head and once in reality. While the 1st part of my mission is to help you preserve and grow your wealth to ensure your future and your personal legacy, the 2nd part of my mission is to help make the aspirations in your head become real.

By walking the path of Heartful Capitalism together, and by introducing you to others who share the same values and journey, I can help you find a way for your wealth and purpose to coexist.

I'm frequently asked to speak about the power and joy of Heartful Capitalism. Here are links to some of my recent appearances and presentations:

Whether your efforts began with sweat equity, a financial settlement, an investment windfall, or inheritance, all female trailblazers face obstacles that wealth alone can't overcome.

Some of these hurdles are external, such as gender inequality and defying social or cultural expectations. Others are self-generated, like fear of failure, discomfort with self-promotion or simply navigating self-worth amongst the many hats women often wear.

I've learned defeating internal fears is vital to overcoming external obstacles and that the fellowship of other visionary women and men allies is key to victory over anxieties.

In addition to providing financial advice and guidance, I can help facilitate the development of your support systems and networks, by introducing you to other aspiring and inspiring women and men allies who share your values.

  • Financing Female Founders: How to Infuse Capital Into Your Dreams
  • Becoming the Change You Wish to See in the World
  • The story of a female trailblazer

As a three-time immigrant I understand the challenges and complications that confront an innovator moving to a new country, whatever their financial resources and hard skills.

No amount of schooling can convey the nuances of a language, a new culture or the jargon of an industry or profession. It can be difficult to absorb the norms of another nation's financial, business and cultural etiquette. A lack of a local connections makes access to information, guidance and advice more difficult.

I discovered that joining a network of compatible immigrant innovators speeds the path to success. Informal social settings are a better language lab than any classroom. Those who have developed cross-border cultural literacy are extraordinary guides to a new world. And this new network can provide you with the very social capital you may lack.

Besides providing help with the traditional financial and investment needs I'll be able to help you find and join supportive groups of those who've overcome the very obstacles you're facing.

Your own inspirational spark was enough to create significant wealth. But to fan that ember into a visionary triumph you'll need a supportive, intentional tribe.

One of the most important things I can help you do is develop your own community. My goal is to help you put together a team who can teach as well as nurture, who can offer contacts as well as expertise, and who can provide access to social as well as financial capital.

Proximity fosters growth. Female, immigrant and diverse individuals often face obstacles that cannot be overcome just through individual brilliance. To transcend the barriers we all face, requires the help and advocacy of others who share similar experiences – those who are facing the same hurdles or have successfully navigated them.

The tribe I help you form can include tax and estate professionals, family office advisors, immigration and compensation experts, business and banking advisors and fellow entrepreneurs or philanthropists. Our goal will be to assemble the network you need to make your vision real.

Client Service Team

    Carousel Associate Image
    Jake Slavin - Private Wealth Management Analyst
    As a Private Wealth Management Analyst, Jake is responsible for day to day management of the team’s book of business. Serving as the first point of contact for clients and being the go to for any requests/issues. Prior to joining Morgan Stanley, Jake served as a Registered Private Wealth Portfolio Associate at First Republic Private Wealth Management. He began his financial services career in the UBS Financial Advisor training program after graduating from Augustana College with degrees in finance and economics.

    Born in Madison, Wisconsin, and raised in the Chicago suburbs, Jake now lives in New York with his Norwegian Elkhound, Odin. He is active in the community, volunteering with the Special Olympics and serving as a director of Timeout 4 Kids.

Location

399 Park Ave 12th
Fl
New York, NY 10022
US
Direct:
(212) 315-6372(212) 315-6372

The Power of Partnerships

By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships

About Ronia Dolabany

Ronia Dolabany is an Associate Private Banker serving Morgan Stanley Wealth Management offices in New York.

Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

Ronia joined Morgan Stanley in 2021 as a Wealth Management Branch Analyst serving Morgan Stanley’s Wealth Management offices in the Philadelphia Complex.

Ronia is a graduate of the Hofstra University, where she received a Bachelor of Business Administration with a concentration in International Business and a minor in Finance, as well as a Bachelor of Science in Economics with a concentration in Global Business from Dongbei University of Finance and Economics.

She lives in New York City, New York. Outside of the office, Ronia volunteers with Bridges to Community, Glasswing International, and Frutos Del Cielo, all non-profit organizations focused on improving health, education, housing, and economic development for communities globally. In her free time, she enjoys traveling, spending time with family, cooking and trying new restaurants. Ronia also enjoys playing tennis, and was the Captain of Hofstra University’s Division 1 Women’s Tennis Team.
NMLS#: NMLS# 2437365

About Colin Brady

Colin Brady is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management office at 399 Park Ave in New York City. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.

Colin began his career in financial services in 2011 and joined Morgan Stanley in 2022. Prior to his current position, he spent the last 5 years working as a Wealth Management Advisor with TIAA. In his time at TIAA, he advised clients in various financial planning needs such as retirement, asset management, income generation, estate & legacy planning, and charitable giving.

Colin graduated from Pace University and holds his Certified Financial Planner® designation. Colin lives in Stewart Manor, New York with his wife, Lauren, and his son, Liam. Outside of work, Colin enjoys spending time with his family, cooking and golfing.
Wealth Management
Global Investment Office

Portfolio Insights

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Lei Bely-Cheng today.
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Awards Disclosures
CRC 6491812 (04/2024)