Mark Giordano, CFP®, CPM®, CIMA®
Investment Consultant, Vice President
Phone:
(212) 893-6567(212) 893-6567
The Ennis Group, CFP®, CEPA®
Managing Director,
Senior Portfolio Management Director,
Alternative Investments Director,
Financial Advisor
Direct:
(212) 893-6429(212) 893-6429
Industry Award WinnerMy Mission Statement
Empowering business owners through practical financial advice that seamlessly balances both personal and business financial goals.
My Story and Services
Noah Ennis is a Financial Advisor, Managing Director, and Senior Portfolio Management Director at Morgan Stanley. He has been recognized by Forbes across multiple rankings, including Forbes Best-in-State Wealth Advisors (2024, 2025), Forbes Top Next-Gen Wealth Advisors Best-in-State (2022, 2023, 2024, 2025), and Forbes Top Next-Gen Wealth Advisors (2025)—reflecting a continued commitment to delivering high-quality advice and service to clients.
Focused on supporting business owners, startup founders, and entrepreneurs, Noah is dedicated to delivering tailored financial strategies that help with exit planning, financial streamlining, capital access, and monetization events. He strives to empower business owners by providing strategic financial guidance that integrates their professional and personal aspirations.
Noah graduated from Hamilton College in 2011, Magna Cum Laude and Phi Beta Kappa. He holds the Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA®) designations. Noah has served as Treasurer on the Sustainable Heating Education & Outreach board, supporting environmental sustainability—an interest that complements his passion for impact and sustainable investing.
Noah began his career on Wall Street in 2011 as an Investment Banking Associate on the UBS Equity Derivatives Sales and Trading Desk before becoming a Wealth Planning Analyst at UBS Financial Services. In that role, he partnered with advisors and private wealth managers to craft comprehensive financial planning recommendations for high-net-worth clients, including retirement income planning, education funding strategies, charitable giving structures, and estate planning strategies. These skills have been cultivated over the years to better serve his clients at Morgan Stanley.
- Forbes Best-in-State Wealth Advisors (2024, 2025, 2026)
- Forbes Top Next-Gen Wealth Advisors Best-in-State (2022, 2023, 2024, 2025)
- Forbes Top Next-Gen Wealth Advisors (2025)
Award disclosures:
- 2024, 2025, & 2026 Forbes Best-In-State Wealth Advisors
Source: Forbes (Awarded April 2024, April 2025, and April 2026). Data compiled by SHOOK Research LLC based on time period from 6/30/22–6/30/23, 6/30/23–6/30/24, and 6/30/24-6/30/25. - 2022, 2023, 2024, & 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes (Awarded Aug 2022, 2023, 2024, and 2025). Data compiled by SHOOK Research LLC based on time period from 3/31/21–3/31/22, 3/31/22–3/31/23, and 3/31/23–3/31/24 (and for 2025, per Forbes/SHOOK methodology as applicable). - 2025 Forbes Top Next-Gen Wealth Advisors
Source: Forbes (Awarded August 2025). Data compiled by SHOOK Research LLC as of 3/31/2025. - Additional disclosures: Awards Disclosures | Morgan Stanley: https://www.morganstanley.com/disclosures/awards-disclosure.html
Services Include
- Business PlanningFootnote1
- Business Succession PlanningFootnote2
- Executive Financial ServicesFootnote3
- Institutional ServicesFootnote4
- Estate Planning StrategiesFootnote5
- Alternative InvestmentsFootnote6
- Professional Portfolio ManagementFootnote7
- Endowments and FoundationsFootnote8
- Philanthropic ManagementFootnote9
- Cash Management and Lending ProductsFootnote10
Securities Agent: MN, IL, VT, VA, MD, WY, TX, OH, NJ, WA, PR, PA, NC, DC, CT, TN, RI, NV, AZ, UT, NY, NH, MI, MA, CO, SC, GA, DE, SD, MT, MO, FL, CA, WI, OR, KY, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1811717
CA Insurance License #: 0K92552
NMLS#: 1811717
CA Insurance License #: 0K92552
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Customizing Our Approach for Business Owners
Your family's dynamics, goals and risk tolerance are unique. We will tailor our process to help meet your personal and financial needs and objectives.
Investment Philosophy
Our philosophy has always been to help preserve client capital in various types of markets. We focus on fee-based discretionary portfolio management across a diverse variety of geographies in an effort to achieve risk-adjusted returns that are tailored to a client's income expectations and time horizons.
Delivering The Firm
We deliver the vast resources of Morgan Stanley while providing the level of care of a boutique office. Such resources include a world-class alternative investment and money manager platform, highly competitive lending capabilities, and a robust suite of family office resources.
Startups and Venture Capital
Elevate your creative concepts with the support of an outstanding team. We are uniquely equipped to support businesses through all stages.
For Startup Founders, we offer practical guidance, cutting-edge technology, and access to capital markets. As a leading global force in investment banking, research, trading, and wealth management, our ability to assist private companies is unmatched. Our capabilities range from exit planning, multi-level equity administration solutions, 409A valuations, tender offers to IPO/M&A readiness, corporate retirement, and employee financial wellness. Overall, our comprehensive expertise and customizable offerings adapt seamlessly to your needs and funding stage.
For Venture Capital, we align with your focus on private companies, serving as an extension of your value as a trusted advisor to Founders and Startups. Whether it's facilitating Founder connections, event invitations, private market liquidity for GP/LP positions, or crafting a tax-advantaged retirement plan for partners, we can also help you execute at the fund level while simultaneously supporting your portfolio companies.
Here are some ways that we support private companies and investors at every stage:
Exit Planning
With my CEPA designation, I have a strong background in helping business owners make this hard transition. To start planning early for exiting your business, check out the different stages of business succession planning in this link:
Equity Cap Table Management
Your company has evolving needs, and that includes how you manage equity. Learn how you can unite key stock plan information on a single, cloud-based platform below.
409A Valuations
Early-stage Startups may run into some issues when finding a 409A valuation provider. But with us, you can feel confident with decades of experience and domain knowledge on your side.
Tending Offers & Private Secondary Market Trading
Access tailored solutions and support to run liquidity events and manage secondary transactions with confidence.
IPO/M&A Readiness
Direct listings are being considered more by startups as the way to go public. better alternative to initial public offerings.
Corporate Retirement & Tax Advantage Profit Share Plans (VC GPs)
For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools to achieve. We can provide a comprehensive suite of solutions and investment experience to help you with your investment responsibilities and help your employees achieve their goals.
Employee Financial Wellness
Your employees have unique needs, and we want to help them reach all of their financial goals through a powerful combination of education, digital tools, and guidance.
Institutional Trading & LP Stock Distributions
Global institutions. Cutting-edge hedge funds. Industry innovators. All turn to Morgan Stanley for sales, trading, and market-making services as we work to find new forms of investment to generate superior returns.
Planning your Monetizing Strategy
With my Certified Exit Planning Advisor (CEPA®) designation, I have a deep understanding of all Exit opportunity pathways and how best to advise each client dependent on their situation. Below you'll find steps on how I approach a Later Stage Company's progression towards an exit. It covers sales to: an employee stock ownership plan (ESOP), a strategic acquirer and a private equity investor. Also, it goes over IPOs and Recapitalization. Feel free to reach out if you have any questions or would like to discuss further.
Sale to an Employee Stock Ownership Plan (ESOP)
- Sell to some/all business to employees over a period via loan. Rewards employees with beneficial interest in the company.
- Management team remains in place
- Dividends paid to the ESOP, and certain contributions made to the EDOP may be tax deductible
- ESOP share of corporate income is not taxable
Recapitalization
- Shareholders retain ownership structure and leverage the business to payout a dividend
- Provides liquidity along with potential for upside appreciation
- No change in ownership levels or dilution of existing shareholders
- Leverage reduces the cost of capital
Sale to Strategic Acquirer
- Objective is to provide you with immediate and full liquidity
- Aim to identify well-capitalized buyers willing to find growth and who seek market entry or market share, new technology or other competitive advantage through an acquisition
- Earn-out may bridge valuation gap and growth prospects
Sale to Private Equity Investor
- Objective is a profitable exit strategy (IPO, LBO, future sale)
- Buyer's objective is typically purely financial, seeking a high rate of return
- Would likely require on-going and active participation by management
- Transaction is often highly leveraged
IPO
- Objective is to raise capital and generate liquidity
- You can leverage the expertise of Morgan Stanley's experienced Investment Banking team to evaluate the IPO market, to structure an offering that would benefit, you, your employees and your investors
Founder and Personal Services
Changing from entrepreneur to investor can be challenging, our expertise and experience make this a smooth process. We pride ourselves in our ability to offer a wide range of services across the wealth management field.
Also, as important as it is to plan for your business, it is also important to balance your personal finances. We'll work with you to ensure peace of mind for your unique personal situation. Below you'll find more information on our offerings and services.
Philanthropy Management
One part of post-liquidity planning includes a discussion on charitable giving. Donor advised funds are among the easiest and most tax-advantages ways to give to charity for donors across the spectrum of wealth.
Trust Planning
Trust Planning can be a complicated process. While you cannot take it with you, a trust can help define how you want your life's work and wealth to continue to benefit the people and causes you love and care for. We will work with you to help build, protect, and pass on a legacy you would be proud of.
Alternative Investments
Our leading alternatives platform offers 160+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Portfolio Management
While there are certain key tenants of investing that tend to lead to success, we firmly believe that great investment management cannot have a cookie-cutter approach. We know that no two clients are the same, and so every portfolio is custom, purpose-built to fit your individual investment style, preferences, goals and desires. Like your financial plan, our portfolios are actively monitored and adjusted to change not just according to the markets, but your life and evolving needs.
Risk Management
For affluent families, hidden risks can mean unwanted financial exposure. A simple risk assessment can go a long way to help close these gaps. Our technology and planning could show you where your investment exposures are and how they might affect your returns in different scenarios.
Family Office Resources
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy. You receive all the benefits of having access to Morgan Stanley's full suite of services — with custom solutions designed to power the unique pursuits of your family.
Estate Planning
While wealth accumulation and preservation are vital facets of our financial lives, planning for the legacy we leave behind is just as important. Whether you plan to pass wealth to your heirs, foundations, or charities, we work together with you and your estate attorneys to ensure that your wishes are met in the most efficient and cost-effective way possible.
Major Life Event
Major life events prompt investors to reassess seeking advice from a professional. Each major life event can be an opportunity to seek guidance and spark conversation around a plan. The addition of a child to the family, the purchase of a home or property, and retirement are all examples of Major Life Events and Milestones of which investors may benefit from navigating together.
Tax Planning
Tax-Efficient Investment Management can have a significant impact on after-tax returns, particularly for clients in the top tax brackets. Which this in mind, along with actively tax managed portfolios that tax-loss harvest on a regular basis, we have numerous strategies available to clients to minimize taxes when dealing with highly appreciated stock. We will often work in conjuncture with your CPA (and can refer one if needed), to ensure a cohesive tax management strategy.
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts and timely insights to support them at home and beyond.
Location
399 Park Ave
23rd Fl
New York, NY 10022
US
Direct:
(212) 893-6429(212) 893-6429
Fax:
(212) 704-8348(212) 704-8348
Meet My Team
Kathleen Prainito
Associate Vice President
Phone:
(212) 893-6498(212) 893-6498
About Mark Giordano, CFP®, CPM®, CIMA®
As an Investment Consultant and Lead Analyst, Mark is one of the primary points of contact for clients. Mark assists in the team’s portfolio management, financial planning process, alternative investment strategy and product introduction, as well as client performance and analytics. Mark also heads the team’s growing lending business.
Mark has been an employee of Morgan Stanley Wealth Management since 2014. In 2015 he completed all the requirements for the CERTIFIED FINANCIAL PLANNER™ designation. In 2019, he gained the prestigious CERTIFIED PORTFOLIO MANAGER™ designation from Columbia University. Most recently, he obtained the CERTIFIED INVESTMENT MANAGEMENT ANALYST ® designation from the Investments & Wealth Institute. Mark also holds his securities and insurance licenses. Prior to Morgan Stanley, Mark was an associate at Abbey Capital, one of the most respected names in international futures trading.
In addition to holding a Bachelor’s degree in International Business from Loyola College in Maryland, Mark received a Master of Letters degree from the University of St. Andrews (Scotland) in International Business. In his spare time, Mark is an avid golfer and is Chairman of his rugby team, Lansdowne RFC. He is also the Head of Recruiting for Loyola University in Maryland Rugby’s Scholarship program and a board member of the Society of Loyola Old Boys.
In July 2019, Mark became Chairman and Executive Director of the Big Apple Honor Flight. The Big Apple Honor Flight is a hub of the national Honor Flight Network serving all five boroughs of New York City. The BAHF’s mission is to bring veterans from World War II, Korea, and Vietnam to Washington D.C. on a one-day trip to view the memorials built in their honor at no cost to these heroes and give them the recognition they deserve.
In September 2017, Mark married his wife Sandi in New York City. They currently live in the Crestwood area of Tuckahoe, New York with their rescued pit bull Arya.
NMLS#: 2611338
Mark has been an employee of Morgan Stanley Wealth Management since 2014. In 2015 he completed all the requirements for the CERTIFIED FINANCIAL PLANNER™ designation. In 2019, he gained the prestigious CERTIFIED PORTFOLIO MANAGER™ designation from Columbia University. Most recently, he obtained the CERTIFIED INVESTMENT MANAGEMENT ANALYST ® designation from the Investments & Wealth Institute. Mark also holds his securities and insurance licenses. Prior to Morgan Stanley, Mark was an associate at Abbey Capital, one of the most respected names in international futures trading.
In addition to holding a Bachelor’s degree in International Business from Loyola College in Maryland, Mark received a Master of Letters degree from the University of St. Andrews (Scotland) in International Business. In his spare time, Mark is an avid golfer and is Chairman of his rugby team, Lansdowne RFC. He is also the Head of Recruiting for Loyola University in Maryland Rugby’s Scholarship program and a board member of the Society of Loyola Old Boys.
In July 2019, Mark became Chairman and Executive Director of the Big Apple Honor Flight. The Big Apple Honor Flight is a hub of the national Honor Flight Network serving all five boroughs of New York City. The BAHF’s mission is to bring veterans from World War II, Korea, and Vietnam to Washington D.C. on a one-day trip to view the memorials built in their honor at no cost to these heroes and give them the recognition they deserve.
In September 2017, Mark married his wife Sandi in New York City. They currently live in the Crestwood area of Tuckahoe, New York with their rescued pit bull Arya.
NMLS#: 2611338
About Kathleen Prainito
Kathleen Prainito is a Client Service Associate handling day to day client operations at Morgan Stanley.
Prior to joining Morgan Stanley, Kathleen has held positions at Goldman Sachs as a Wealth Management Client Associate, Institutional Sales Assistant at Advest, and as Sales Assistant at Shearson Lehman Brothers.
Kathleen graduated from the College of Mount Saint Vincent with a Bachelor’s degree in business finance. Kathleen was born and raised in Floral Park, NY. She currently lives on the North Shore of Long Island, in Huntington, NY. She enjoys spending time with her family at the beach, hiking or just relaxing by their pool. Kathleen and her husband Vince have four children, Katelyn, Caroline, Sarah and Christopher. On the weekends, you can always find them attending one of their children’s lacrosse, field hockey, or soccer games.
Prior to joining Morgan Stanley, Kathleen has held positions at Goldman Sachs as a Wealth Management Client Associate, Institutional Sales Assistant at Advest, and as Sales Assistant at Shearson Lehman Brothers.
Kathleen graduated from the College of Mount Saint Vincent with a Bachelor’s degree in business finance. Kathleen was born and raised in Floral Park, NY. She currently lives on the North Shore of Long Island, in Huntington, NY. She enjoys spending time with her family at the beach, hiking or just relaxing by their pool. Kathleen and her husband Vince have four children, Katelyn, Caroline, Sarah and Christopher. On the weekends, you can always find them attending one of their children’s lacrosse, field hockey, or soccer games.
Awards and Recognition
Forbes Best-In-State Wealth Advisors
2024-2026 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2024-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Top Next-Gen Wealth Advisors Best-In-State
2022-2025 Forbes Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2
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
Payton LaBadie
Associate Private Banker
Colin Brady, CFP®
Financial Planning Director, Vice President
Angelo Loumbas
Family Office Resource Generalist
About Payton LaBadie
Payton LaBadie 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.
Payton began her career in financial services in 2020, and joined Morgan Stanley in 2025 as a Associate Private Banker. Prior to joining the firm, she was a Senior Registered Client Associate at Wells Fargo Advisors. She also served as a Mortgage Loan Originator at JML Mortgage.
Payton is a graduate of Baruch College, where she received a BA in Corporate and Business Communications. She lives in New York City. Outside of the office, Payton enjoys cooking, baking, board games, comedy shows, and volunteering with her church through various city outreaches.
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.
Payton began her career in financial services in 2020, and joined Morgan Stanley in 2025 as a Associate Private Banker. Prior to joining the firm, she was a Senior Registered Client Associate at Wells Fargo Advisors. She also served as a Mortgage Loan Originator at JML Mortgage.
Payton is a graduate of Baruch College, where she received a BA in Corporate and Business Communications. She lives in New York City. Outside of the office, Payton enjoys cooking, baking, board games, comedy shows, and volunteering with her church through various city outreaches.
NMLS#: 1977841
About Colin Brady
Colin Brady is a first vice president and financial planning director serving Morgan Stanley 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 five years working as a wealth management advisor with TIAA. During that time, he advised clients with 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 FIANCIAL PLANNER™ designation. Colin lives in Stewart Manor, New York, with his wife, Lauren, and children, Liam and Cassidy. Outside of work, Colin enjoys spending time with his family, cooking and golfing.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
Colin began his career in financial services in 2011 and joined Morgan Stanley in 2022. Prior to his current position, he spent five years working as a wealth management advisor with TIAA. During that time, he advised clients with 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 FIANCIAL PLANNER™ designation. Colin lives in Stewart Manor, New York, with his wife, Lauren, and children, Liam and Cassidy. Outside of work, Colin enjoys spending time with his family, cooking and golfing.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
About Angelo Loumbas
Angelo is the Family Office Resources Generalist in the Northeast Region. Angelo provides in depth knowledge to ultra-high net worth (UHNW) clients and Financial Advisors across a broad range of family wealth and family office management matters. His area of focus includes family governance, wealth education,, strategic estate and financial planning, philanthropy management, lifestyle advisory, and customized asset allocation and portfolio construction. Angelo has over 25 years’ experience advising wealthy families, business owners, and philanthropic organizations.
Originally from Chicago and now residing in Westchester County, New York, , Angelo practiced law for 15 years and represented UHNW clients, closely held businesses, and major philanthropic organizations. He is admitted to the Society of Trust and Estate Practitioners and has been asked to speak over the years before tax, trust and estate committees of estate planning councils and other organizations. Angelo has also contributed thought leadership through Morgan Stanley’s Family Legacy and Governance Institute leadership series and authored an article for Barrons.com, “Should I Invest in My Kid’s Start-Up? Financial Advisors Can Help Clients Decide” (2023).
Angelo has been advising UHNW clients in the financial services industry for over 17 years, with 13 of those years at Morgan Stanley in Chicago and New York. He earned his J.D. from Indiana University at Bloomington, his M.B.A. from the University of Notre Dame, and B.A. from DePaul University. He also holds his Series 7, 66 and 24 licenses. In addition, Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club (2009-2010).
Originally from Chicago and now residing in Westchester County, New York, , Angelo practiced law for 15 years and represented UHNW clients, closely held businesses, and major philanthropic organizations. He is admitted to the Society of Trust and Estate Practitioners and has been asked to speak over the years before tax, trust and estate committees of estate planning councils and other organizations. Angelo has also contributed thought leadership through Morgan Stanley’s Family Legacy and Governance Institute leadership series and authored an article for Barrons.com, “Should I Invest in My Kid’s Start-Up? Financial Advisors Can Help Clients Decide” (2023).
Angelo has been advising UHNW clients in the financial services industry for over 17 years, with 13 of those years at Morgan Stanley in Chicago and New York. He earned his J.D. from Indiana University at Bloomington, his M.B.A. from the University of Notre Dame, and B.A. from DePaul University. He also holds his Series 7, 66 and 24 licenses. In addition, Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club (2009-2010).
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Wealth Management
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Ennis Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
