Newtown Square Branch Office

Joe joined the Financial Services industry with Shearson Lehman Brothers at 14 Wall Street, New York, NY in 1992. He transitioned into currency trading while still in New York City at Citi Bank NY until 1997. In March of 1998 he joined Merrill Lynch as a financial advisor in Media PA. In 2012 he moved to Morgan Stanley Smith Barney to become a Producing Branch Manager. Joe earned his Bachelor Degree in Finance from Fordham University and resides in West Chester, PA with his wife Meghan and their four children, Joe, Matthew, Kevin and Merryn. His interests outside of the office include, coaching, travel, hiking and golf.

After completing his undergraduate degree from Temple University, Aaron began his career in 2008 at Edward Jones LLC. in San Diego, California. He completed his MBA from the University of London prior to joining Morgan Stanley in 2016. Aaron resides in Philadelphia, and in his free time, he enjoys spending time with family, traveling, and sport fishing. Aaron’s primary responsibilities include business and service functions, with a focus on consistency, quality, and compliance with Firm policies and procedures.

Catherine Klase is a Risk Officer covering the Philadelphia and Newtown Square branches. She has 20 years of experience in the financial services industry beginning in employee stock purchase and stock option plan administration at Computershare Plan Managers. After a brief time as an insurance underwriter, she was part of a commodity trading team at Morgan Stanley in the Washington, DC branch. Her managerial experience began as an Operations Manager at UBS Financial Services in both Washington, DC and Philadelphia, PA. Catherine holds her Series 3, 7, 9, 10, 63, and 66 licenses. Catherine lives in New Jersey with her husband and two daughters.

Fabienne Sarnecki is a Private Banker serving Morgan Stanley’s Wealth Management offices in Pennsylvania.

Fabienne began her career in financial services in 2009 and joined Morgan Stanley in 2016 as a Regional Analyst. Prior to joining the firm, Fabienne was an Internal Wholesaler at Lincoln Financial Group as well as an Account Manager & Marketing Coordinator at Navidor Merchant Services.

Fabienne received a Bachelor of Arts in Economics from New York University. She resides in Wayne, PA, with her husband Nick and daughter Olivia. Outside of the office, Fabienne enjoys running, hiking, exploring new types of cuisines and traveling with her family.

NMLS#: 1879930

John started with Smith Barney’s Consulting Group in November 1994 and has worked in various roles within Consulting Group.

John spent his early years working on the technology side assisting with the various in house performance and manager search and selection tools. Mr. Kramer then moved on to training and managing the Northeast division of technical analysts on the various advisory platforms, manager selection tools and performance tools. He also assisted the CG Regional Directors at the time with training and education events in the Northeast Division.

In 2005, John became a Regional Director, working closely with Legg Mason financial advisors assisting them converting from Legg Mason to Smith Barney. His knowledge proved the be a great fit to work with the migrations of the two firms and he would be an asset again in 2012, when Morgan Stanley and Smith Barney merged.

John currently works with financial advisors in the DC/Annapolis, Greater Philadelphia and Southern and Central New Jersey complexes to assist them with navigating the various CG platforms, converting to a fee based advisory practice, assisting with conducting client meetings, presentations, client and prospect proposals, business practices, pricing, asset allocation and manager selection.

John Graduated from the University of Delaware and holds a BS in Business Administration with a concentration in finance and holds a CIMA and has been an active member in APIC (Association for Professional Consultants) for the last 15 years.

Alain Boletta is a Business Service Office in the Greater Philadelphia Market.

Prior to joining Morgan Stanley, Alain spent 16 years with the Vanguard Group holding several leadership positions working with High-Net Worth clients as well as Regulatory Operations. Most recently, Alain was the Director of Service and Operations at Lincoln Investment.

Alain earned his Bachelor of Science degree in Finance from Marist University in 2006, and a MBA from Villanova University in 2021. He also holds the CERTIFIED FINANCIAL PLANNER™ designation.

Outside of work, Alain is an avid tennis player and enjoys spending time with his family at the beach.

Luke brings 8+ years of financial planning experience.
Luke holds a Bachelor of Science in Economics from Arizona State University and both the CFP^® and ChFC^® designations.

As a Financial Planning Director, Luke will work closely with our clients to help discover and achieve their financial goals. He will collaborate with other Morgan Stanley specialists to incorporate sophisticated solutions into the client’s financial picture.

Luke’s home base office will be our Philadelphia Center City Office.