Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.
We believe in the following principles:
  • Integrity - Conduct business (and life) guided by an unyielding moral compass.
  • Objectivity – Focus on advice rather than product, looking at markets dispassionately, debating all sides of an issue.
  • Opportunity – Tactically allocate to and seize market opportunities.
  • Accountability – Communication, Reporting, Responsiveness (24x7 access), and Transparency.
  • We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Capabilities
  • Comprehensive Wealth Planning
  • Investment Management
  • Sustainable & Responsible Investing
  • Open-Architecture Platform
  • Pre-Liquidity Planning
  • Family Governance & Wealth Education
  • Philanthropy Management
  • Manager Selection
  • Consolidated Reporting
  • Risk Management
  • Hedging Strategies
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 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • 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 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

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.

Clients

We work with a select clientele of highly accomplished entrepreneurs, executives and their families. Our clients have built businesses, led substantial corporations and created significant wealth in the process. They are devoted to their families, active in their communities and have wide-ranging interests. Most have reached the level of success where managing their personal finances requires greater time, attention and specialized knowledge than they are able to provide on their own. Serving as their go-to advisors on any financial matter, we provide solid advice from a seasoned perspective across a broad range of wealth management disciplines. Our goal is to help them define their family goals in financial terms, and create precisely tailored plans to help achieve them.
    • Kevin R. Lynch Named to Baron's America's Top 1,200 Advisors List
    • Kevin R. Lynch Named to Top Financial Advisers by Financial Times
      2014 - 2019
    • Kevin R. Lynch Named Forbes Best-In-State Wealth Advisors
      2018-2019
    • Jonathan DeFreytas named Forbes Best-In-State Wealth Advisors
      2019

    Location

    440 South Lasalle Street
    38th Fl
    Chicago, IL 60605
    US
    Direct:
    (312) 706-4526(312) 706-4526

    Meet Lynch/DeFreytas

    About Me

    Kevin R. Lynch
    Managing Director

    Kevin Lynch works closely with a select clientele of ultra high net worth individuals and family offices, helping them understand, articulate and address their wealth management needs. Kevin’s goal is to help his clients craft customized plans to achieve their long-term financial objectives in a risk-adjusted manner through all market scenarios. His approach involves tailored asset allocations, diversification and hedging of concentrated positions, and optimizing cash strategies.
     
    Kevin has been recognized by Barron’s as one of the Top 1000 Wealth Advisors in the U.S. as well as by the Financial Times as one of the Top 400 Financial Advisors in the US (2014-20018). He was also named to Forbes’ Best-In-State Wealth Advisors 2018-2019. Kevin was a founding member of the Morgan Stanley Private Wealth Advisory Council, a select group that provides a direct, two-way dialogue between senior management and those advisors closest to the firm’s most important clients. The views articulated by the Council fully inform every important strategic and tactical business decision of the division. 

    Kevin joined Morgan Stanley Private Wealth Management in 2009, having built a very successful practice at Deutsche Bank Alex. Brown, serving tier-1 clients. Prior to starting his investment career in 1996 with Alex. Brown & Sons in Chicago, Kevin spent ten years as an engineer for Baxter Healthcare, designing and installing equipment in their medical packaging manufacturing facility. He has a Bachelor’s Degree in manufacturing engineering technology from Bradley University and a Master of Business Administration from the University of Chicago Booth School of Business. Kevin and his wife, Maria, keep active with raising their four children, Luke, Molly, Tommy and Bridget.

    312-706-4524
    kevin.r.lynch@morganstanleypwm.com
    Securities Agent: IL, WI, WA, VA, TX, TN, SD, PA, OK, OH, NY, NV, NJ, NC, MO, MN, MI, MD, MA, KY, KS, IN, IA, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1273119

    About Me

    Jonathan DeFreytas
    Senior Vice President


    Jonathan helps entrepreneurs, senior executives, and family business owners create comprehensive wealth management plans that keep pace with the dynamic changes in their lives. He works with clients during times of transition, preparing for a liquidity event and planning for the next chapter in their personal and professional lives. He helps them identify and prioritize their most important goals and then works closely with their attorneys, accountants and other trusted advisors to develop a wealth management road map that reflects best practices. To assist in these efforts, he draws upon his +18 years of experience and the significant resources of Morgan Stanley and Morgan Stanley Private Wealth Management.

    Jonathan was named to Forbes’ Best-In-State Wealth Advisors in 2019. Prior to joining Morgan Stanley in 2009, Jonathan was a vice president and client advisor with Deutsche Bank Securities, Inc. (DB) in Chicago. He joined DB in 2003 and quickly became a partner with one of the top wealth management teams in the division.

    He has worked with numerous entrepreneurs and families that have built and sold businesses. Helping them develop everything from short-term cash management strategies and custom strategic and tactical asset allocations to multigenerational estate plans and philanthropic initiatives. He also has considerable experience hedging and monetizing concentrated equity positions. Jonathan began his financial services career in 1999 working as an analyst and then a client advisor with Deutsche Bank Alex. Brown in Philadelphia.
     
    Jonathan has a B.S. in marketing and international business from Penn State University. He and his wife Tara live in Chicago with their two children.
     

    312-706-4526
    jonathan.defreytas@morganstanleypwm.com
    Securities Agent: TX, IL, WI, WA, VA, TN, SD, PA, OK, OH, NY, NV, NJ, NC, MO, MN, MI, MD, MA, KY, KS, IN, IA, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1275587

    About Me

    Kyler focuses on investment manager selection and due diligence, asset allocation, alternative investments, trading, and prospect development.  He helps families and individuals identify, understand, and meet their financial goals.  He plays a critical role in developing the comprehensive wealth management strategies that simplify families and individuals financial lives.  Kyler earned a Bachelor’s Degree in Economics from the University of Notre Dame.  He serves on the Auxiliary Board of Northwestern Memorial Hospital and the Men’s Golf Committee at Lurie Children’s Hospital.

    About Me

    Heather has spent over 25 years in the Private Wealth advisory industry.  Her depth of experience has provided the necessary skill set and ability to anticipate and perform the effective administration of the team’s clients.  She provides a plethora of  support services to clients, focusing on  account opening, cash flow management, subscription documents, reporting and a host of other administrative inquiries.  Heather earned a BA in Corporate Finance from Drake University. Heather and her husband Jeff have two sons, Chris and Mitchell.

    About Me

    Tara has spent over 16 years gathering the skills and experience needed to help highly successful families address their financial needs.  She provides a broad range of essential support services to clients and handles account opening, trade execution, subscription documents, cash flow management, reporting and a host of other administrative inquiries.  Tara earned a BA in Marketing from the University of Dayton.  She and her husband John keep active raising their four sons Jack, Declan, Cormac and Brogan.
    Professional Insights

    Kevin Lynch Press release -Top State by State


    Economic and Market Perspectives

    On the Markets

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services
    Successfully Staffing Your Home

    Successfully Staffing Your Home

    By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

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    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
    Art as An Asset
    CRC 2274738 01/19

    Art as An Asset

    Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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    Market Information Delayed 20 Minutes
    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.

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