Meridian Point Group at Morgan Stanley

Jonathan Bassham is a Financial Advisor at Morgan Stanley Wealth Management.  Working primarily with business owners and executives, Jonathan helps clients navigate the complexities of managing significant wealth.  Beginning in investment strategy, Jonathan and his team often touch every aspect of his clients’ financial lives, including lending, business advisory, generational wealth transfer, cash management, philanthropy and family governance.

Prior to joining Morgan Stanley, Jonathan was a Vice President at the J.P. Morgan Private Bank in Dallas, Texas.  While at J.P. Morgan, he advised high net worth families in Texas and Louisiana.  Jonathan started his career in wealth management at AXA Advisors in Austin, Texas, where he was an investment advisor and specialized in advising small business owners.  Jonathan graduated from Baylor University with a B.B.A in Finance. He holds Series 7 and 66 securities licenses.

Jonathan serves on the board of Dallas CASA, a non-profit organization that advocates for the best interest of abused and neglected children in protective care and works to find them safe, permanent homes.  He also serves on the Host Committee for Great Investors' Best Ideas, a non-profit organization that supports the Vickery Meadow Youth Foundation and the Michael J.Fox Foundation.

Jonathan married his high school sweetheart, Christine.  They live in East Dallas with their three children and a very spoiled King Charles Cavalier and attend Munger Place Church.  Jonathan and Christine are avid travelers and have taught their children to be the same.  Stonington, CT, San Clemente, CA and Cabo San Lucas being among their favorite vacation spots.  Most of Jonathan’s free time is spent outdoors with his family – in the pool, on the soccer field, cycling around White Rock Lake or driving around East Dallas in the family golf cart. 

Rob is a Portfolio Manager at Morgan Stanley, focusing on High Net Worth families with sophisticated investment and wealth management needs.  He is a co-Portfolio Manager for the team’s U.S. Core Equity and Dividend Plus strategies, and oversees the team’s asset allocation strategy.  Rob draws on his experience in asset management to create and implement highly customized investment portfolios for his clients. 
 
Rob was previously an Executive Director at J.P. Morgan Private Bank.  While at J.P. Morgan, he managed the Dallas Private Bank’s investment and trading desk and was a member of the Portfolio Construction Committee, which is responsible for making strategic and tactical implementation decisions for private banking client’s discretionary portfolios.
 
Prior to and during his work in the financial industry Rob served in the U.S. Marine Corps as an Infantry and Intelligence Officer where he attained the rank of Major.  During his 14 years in the Marine Corps, Rob served combat tours of duty throughout the Middle East where he worked with conventional and special forces units to disrupted insurgent and terrorist cells and bring stability in those war torn areas.
 
Rob is active in the community and has served on various not-for-profit boards in senior leadership positions, and is an advocate for veteran issues. He served as an Executive Committee member for the Warrior Benefit, a not-for-profit organization which supports wounded combat veterans. Rob is the Past President of the Board of Trustees for McKinney Education Foundation, which helps provide scholarships for the students of McKinney ISD, and is also a current Athlete Mentor for We Defy Foundation, which provides combat veterans coping with military related disabilities means to overcome their challenges through Brazilian Jiu Jitsu and fitness training.
 
Rob holds a Bachelor of Arts degree from San Diego State University and currently resides in McKinney, Texas with his wife Andrea and their daughter.  Rob is a Black Belt in Brazilian Jiu Jitsu where he has competed on an international stage, and is an avid outdoorsman who is also learning the fine art of archery.

Jon Piorkowski is a Financial Advisor and Senior Portfolio Manager at Morgan Stanley Wealth Management, focusing on high net worth families with sophisticated investment and wealth transfer needs. He is a co-Portfolio Manager for the team’s U.S. equity and asset allocation-based strategies. Jon is also an Alternative Investments Director, focusing on private investing in equity, credit, and real estate.

Jon was formerly an Investment Specialist at J.P. Morgan Private Bank in Dallas. He customized investment solutions in both discretionary and non-discretionary capacities for high net worth individuals, families and foundations. He began his career with J.P. Morgan as an analyst in Houston, TX. After his years as an analyst, he was promoted to investment associate where he specialized in complex trading strategies and brokerage solutions for high net worth families.

Jon played football at two Division I programs, Baylor University and the University of Tulsa. In 2005, he was elected to the Academic All Big 12 Team and in 2006 he was awarded Conference USA Commissioner’s Academic Medal. Jon received a B.B.A from Baylor University with a major in Finance and a concentration in Accounting.

Jon currently resides in Dallas, TX with his wife and two daughters. He met his wife at Baylor and has been married since 2011. His first priority is spending time with family – vacations, holidays, and ‘play-time’ with his daughters take up most of his time. Given his history in football, he finds it’s hard to put away his love for fitness and health. He’s a strong advocate for resistance training, intermittent fasting, and high protein diets. Since growing up on a lake taught him the joys of water sports, he sets aside time on the weekends for outdoor activities. Jon’s other hobbies include reading, relaxing by the pool, and researching health related topics including supplementation & longevity.

Matthew Smith is a Portfolio Manager and Private Wealth Advisor at Morgan Stanley Private Wealth Management. Matthew works with high net worth families to create and implement strategies that include investment management, estate planning, and cash management.

Matthew was previously a Managing Director at the J.P. Morgan Private Bank where he most recently supervised a team of bankers, associates, and analysts that focused on wealthy individuals who owned and operated their own privately held businesses. From 2014 to 2016, Matthew was Market Manager for J.P. Morgan’s High Net Worth Market in Dallas.

Prior to his role as Market Manager in Dallas, Matthew spent 19 years in Houston. His experience there included roles in the commercial banking units at Wells Fargo and Chase Bank. From 1998 to 2004 he was the Development Director for Tondu Corporation, a privately held holding company involved in power generation, materials science and commodities.

Matthew received a B.S. in Business Administration from Trinity University and an MBA from Southern Methodist University. Personally, Matthew enjoys spending time outdoors with his wife and four daughters.

Jocelyn was born and raised in Vietnam and moved to the U.S for college. She recently earned her degree in Finance and Economics from the University of Texas at Arlington. While in college, Jocelyn worked in the hospitality industry where she developed a strong foundation in relationship management, problem-solving, and delivering exceptional service. She's driven by a fascination with how people build wealth, make decisions, and leave lasting legacies. Outside of work, Jocelyn is endlessly curious, spending most of her free time diving into human behavior, psychology, and philosophy. She also has a green thumb and a soft spot for houseplants, propagating them with care (and maybe a little tough love) so they thrive.