Malletts Bay Wealth Management Group at Morgan Stanley

Drawing on over fifty years of experience, Argie Economou is a seasoned Portfolio Management Director and Wealth Advisor at Morgan Stanley. Argie began his career working in battery production for military defense before enlisting in the Air Defense Branch within the U.S. Army.

Argie held a range of positions upon entering finance including stock-broker, Sales Manager, and Branch Manager covering Vermont, Maine, New Hampshire, and upstate New York. Argie returned to working with clients as a Financial Advisor which is what he truly likes best. His experience and familiarity with the markets help the team’s clients navigate the firm’s research recommendations and vast product line.
It is extremely rewarding for Argie to see the impact a comprehensive strategy can have on clients’ lives.

Argie is a Vermont native, having grown up in Burlington and attended the University of Vermont. He currently resides in Colchester, VT with his beautiful wife Peggy. Argie is passionate about taking care of his family and clients alike. Other favorite activities he enjoys includes golfing, fly tying and fishing, and woodturning.

Jonathan Barnes is a Senior Vice President, Chartered Retirement Plans Specialist^®, Corporate Retirement Director, and Financial Advisor. With over 40 years working in the financial industry, he has decades of experience working closely to develop client relationships, create long term planning strategies, asset allocation and portfolio management, and helps to coordinate estate planning strategies and philanthropic planning. Jonathan has also worked with many retirement plan sponsors; his roles include consulting with plan sponsors, conducting investment committee reviews, fund selection, plan bench-marking and plan design.

Originally from Peterborough, NH, Jonathan received a BS, Accounting Degree from Providence College in 1981. He spent two years working for Chase Manhattan bank before moving to Morgan Stanley in 1983. During his time as a Financial Advisor for Morgan Stanley Jonathan has worked with clients of many different backgrounds and takes time to understand client needs to help them accomplish their goals.

Outside of the office Jonathan spends time enjoying the outdoors, music and travel. Jonathan has been married to his wife Jeanne for 38 years, and together they have 3 grown sons. Jonathan enjoys swimming, biking, golf and in his spare time he has coached youth baseball and basketball. An active member of the community, he has coached at the middle school level, for the Christian Youth Organization and the Amateur Athletic Union. He has also volunteered his time to work with the Boys and Girls club and the Make-a-Wish foundation.

Colleen M. Tremblay has been in the financial services industry since 1991 beginning her career with Lehman Brothers and Bear Stearns before moving into Institutional Equity Sales for UBS and Needham & Company. Her experience ranges from bringing private companies public, to marketing with all-cap multinational companies covering the largest money managers on the West Coast. Colleen worked in a variety of roles including Branch Manager and Relationship Manager. She strives to provide exceptional client service and seamless communication within the team. Colleen currently holds her Series 7, 63, 65 & Vermont Life & Health Insurance licenses.

In 2011, after 20 years in San Francisco, Colleen and her family moved to Shelburne, VT. When away from the office, Colleen enjoys cooking, hiking and spending time with her family at Willoughby Lake.

Alice is a First Vice President, Financial Advisor, Family Wealth Director, Chartered Retirement Plans Specialist^®, Corporate Retirement Director, and an Investing with Impact Director for Morgan Stanley Wealth Management. A native New Yorker, Alice began her career on Wall Street in 1987 with Drexel Burnham Lambert before moving to Vermont in 1993 where she joined Morgan Stanley. With a dedication to each client's specific situation, Alice provides personalized goal-oriented solutions focused on her clients' entire financial picture. She prioritizes helping empower clients in an effort to achieve financial success through customized asset allocation, manager selection, risk management and dedicated services. Her practice also focuses on financial education and retirement readiness programs. Her clients include individuals, families, Retirement Plan Sponsors and Participants, and non-profit Endowments. In addition to working with plan sponsors and institutional clients, Alice has years of professional experience working with HR contacts to develop and coordinate participant education programs. As an Investing with Impact Director, Alice has extensive leadership experience working with clients that are motivated to potentially generate positive environmental and social impact alongside with financial returns. Alice currently serves on New England Region Diversity & Inclusion Council at Morgan Stanley where she works to create and implement innovative diversity programs and initiatives.

Alice is active in her community, formerly serving on the Burlington School District’s Zero-Based Budgeting Committee and the Development and Planned Giving Committees for UVM Home Health & Hospice. In 2008 Alice was honored with the Volunteer of the Year VNA Community Service Award.
Alice received a BA Degree from Dartmouth College and lives in Burlington, VT with her husband Brooks, also a Dartmouth graduate, and their two sons Jackson and Ramsey. Alice enjoys cooking, live music, travelling, hiking and fly-fishing.

As a Vice President and Senior Portfolio Manager, Christopher Economou has over a decade of experience managing the portfolios and complex financial needs of individuals and their families. Chris is a Financial Advisor with Mallets Bay Wealth Management Group at Morgan Stanley. He and the team strive to deliver consistent, quality service while implementing strategies that can simplify complicated financial situations and help meet the personal financial objectives of their clients.

A native to Colchester, Christopher graduated from the University of Vermont with a Bachelor’s Degree in Business Administration and a minor in marketing. He enjoys being involved in his community, having previously served as a Board Member for the non-profit Stern Center for Language and Learning, along with being a member of the Finance and Development Committees. Christopher is passionate about the great outdoors and moving his body through activities like scuba-diving, hiking, gardening, and frequently taking class at Orange Theory Fitness.

Selena has been with Morgan Stanley since 2017, working as an integral member of the team as Registered Associate and Portfolio Associate before transitioning to the Financial Advisor Role.

As part of the next generation of Financial Advisors, she enthusiastically delivers modern solutions and works closely with people to create trustworthy, long-lasting relationships. Selena prides herself on her dedication to her team and the clients they serve.

A Native of New York, Selena graduated from Plattsburgh State University of New York in 2017 with a BA in Mathematics. After graduation, Selena moved to Burlington, VT with her husband Ryan and their two cats, Bubbles and Remi. Outside of work, Selena and her husband enjoy taking advantage of the Vermont outdoors, usually backcountry skiing or hiking.

After having earned the College for Financial Planning’s Chartered Retirement Planning Counselor (SM) or CRPC^® designation in 2010, Elliot made the transition from Financial Advisor to Wealth Management Associate. He received a BA degree from St. Lawrence University and joined Morgan Stanley in 1997. Elliot’s role includes planning participant education, assisting with investment management, and personalized client services.

Danielle E. Bower has been working in financial services since 2003 and holds the title of Senior Registered Client Service Associate. She started her career at Merrill Lynch where she worked for fourteen years before joining Morgan Stanley in 2017. Danielle is fully registered with her Series 7 and Series 66 licenses. She currently works helping new clients at Morgan Stanley with setting up their accounts and doing all the paperwork and orientation that requires. She also assists with account maintenance, such as name, address, beneficiary and account title changes, money movement ,and banking services

Nick Audet is a Registered Client Service Associate with Mallets Bay Wealth Management Group at Morgan Stanley. He began his career with Morgan Stanley in July 2021 and is passionate about helping Malletts Bay Wealth Management clients achieve a smooth and enjoyable interaction when working with our team.

A native to Vermont, Nick graduated from Northern Vermont University. He currently resides in Winooski, VT where he enjoys spending time with friends and family. Outside the office, Nick enjoys play sports like golf and softball in the warmer summer months and 8-ball pool in the winter.