Our Story and Services

The NY Pine Group is committed to providing a personalized experience to affluent individuals and families with considerable assets and complex financial needs. We bring a broad and extensive knowledge across a wide range of asset classes and wealth management disciplines.

Our clients can expect institutional delivery, guidance, and personal attentive service and most importantly, unfailing integrity to their best interests. Understanding each client comes from distinctive background, we provide unique needs of each client whether they are U.S. or international investors and offer tailored solutions to their needs.

Our team focuses on helping clients with every aspect of their financial needs, including portfolio management, retirement planning, estate and tax strategies, wealth transfer, and cash management and lending services.

We take great pride in clearly explaining every aspect of our process and hold transparency and liquidity as key tenets of our investing philosophy.

We look forward to hearing from you, share your story with us.
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International Wealth Management

Part of a global financial legacy that dates back over 150 years, Morgan Stanley is one of the few truly global institutions with the scale, scope and commitment to serve the international investor. We serve among the world’s most capitalized institutions, and stand as one of the largest wealth management firms in the world.

Morgan Stanley International Wealth Management (IWM) harnesses the extensive capabilities of the firm to serve investors located outside the United States. Functioning as a specialized group within Morgan Stanley, IWM is staffed by specially trained International Client Advisors and managers who understand your wealth management needs. Our International Client Advisors are familiar with the investment challenges and opportunities that are unique to your part of the world, and can recommend highly customized strategies to help you address your specific goals.
  • Morgan Stanley IWM Chinese Reports

Family Office Resources

Reflecting how the most successful families create and maintain enduring legacies across multiple generations, Morgan Stanley Family Office Resources (FOR) is structured to help clients define a guiding vision, translate that vision into effective strategies and implement those strategies by calling on the tactical expertise of experienced experts. Accessed by Morgan Stanley advisors through UHNW Client Specialists, our capabilities span three complementary areas of expertise: Governance & Legacy, Wealth Strategies and Signature Access.

While all wealthy families face complex financial issues, each has its own challenges, opportunities and aspirations. Based on a deep understanding of these factors, we can help you create a customized, comprehensive plan to help you achieve your unique vision of a successful life:

    Awards

    • Barbara Yee was invited to attend the 2015 Barron’s Winner’s Circle Top 100 Women Financial Advisor Summit and she was a member of the 2015 President’s Council and had been nominated for the Global Circle of Excellence with her prior firm.In addition to being an award recipient, Barbara was one of approximately 550 financial advisors who were selected by their firms to attend the ninth annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.

      The invitation-only conference was held at The Breakers in Palm Beach, FL from December 3rd to 5th. The exclusive conference was designed to promote best practices and generate new ideas across the industry.

      Participants attended workshops, led by the Top 100 Women Financial Advisors, which explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning.

    Location

    399 Park Ave
    12th Fl
    New York, NY 10022
    US
    Direct:
    (212) 893-6300(212) 893-6300

    Meet NY Pine Group

    About Me

    Barbara Yee, is a successful and caring Senior Vice President of Wealth Management at Morgan Stanley, a Portfolio Management Director and International Client Advisor, has been providing clients with advice on wealth planning with a focus on wealth accumulation, legacy planning, and wealth transfer over the past 20 years.

    Currently as she manages investment assets for personal wealth, trusts and private foundations, with stocks, bonds, municipal bonds, ETFs, mutual funds, hedge funds, private equities,  structured products, many other alternative investments, annuities and other insurance products. With help from a warm and professional, she also builds a team of money managers to execute her strategies and achieve clients’ financial goals. Barbara has been awarded the Certified Financial Planner (CFP®), Chartered Financial Analyst® (CFA®), Certified Private Wealth Advisor® (CPWA®) and Chartered Retirement Plans Specialist SM (CRPS®) professional designations. In addition to those exceptional titles, she also holds life, annuity, long-term care and disability insurance licenses.

    Prior to this role, Barbara helped manage a $270Bn portfolio whom she worked as a senior member of the portfolio management team for a major financial institution. Her strong and well-rounded academic background also provides her an ideal foundation for her work as a financial advisor. She earned M.S. and B.S. degrees in Chemical Engineering from Cooper Union, and her M.B.A. in finance and accounting from Columbia University’s Graduate School of Business.

    Barbara Yee was proudly invited to attend the 2018 Barron’s Winner’s Circle Top 100 Women Financial Advisor Summit. She was nominated for the Global Circle of Excellence at her previous firm. Additionally, she was one of approximately 550 financial advisors honored to attend the 9th annual Barron’s Top Women Advisors Summit, hosted by Barron’s, an invitation-only gathering to promote best practices across the industry.
    Securities Agent: CA, CT, FL, GA, MA, NJ, NY, PA, TX, WA; General Securities Representative; Transactional Futures/Commodities; Managed Futures
    NMLS#: 1312574

    About Me

    As a Financial Advisor, Singman Siu provides advice on how to structure, develop, and implement clients’ plans using a wide array of resources and financial products available at Morgan Stanley. He focuses on providing customized solutions and financial advice in the areas of trusts and estates, tying together aspects of clients’ financial and personal life objectives. Singman’s strength lies in his ability to listen to his clients’ needs and implement a personalized, disciplined strategy.

    Prior to joining Morgan Stanley, Singman had been in gas and oil trading since 2002. Before that he was a senior engineer for the utility and consulting firms for many years. Later on as a senior financial analyst, he was responsible for risk management, evaluating the physical assets of companies, and trading natural gas.

    Singman earned his B.S. in Mechanical Engineering from Cooper Union, M.S. from Columbia University and J.D. from New York Law School. He is a registered Professional Engineer and has admitted to the New York Bar. Singman is married with two children. In his spare time, he enjoys golfing, snowboarding cooking and collecting books.
    Securities Agent: CA, CT, FL, GA, MA, NJ, NY, PA, TX, WA; Investment Advisor Representative; General Securities Representative

    About Me

    Shirley Chan started with the firm in Operations and soon transitioned to a role as sales assistant where she earned her Series 7 and Series 66 licenses in 2003.

    Today she has 19 years of experience working in the financial securities industry. In her current role as Senior Registered Associate her primary responsibilities consist of assisting clients with their daily financial needs including money movement, trading, credit analysis, technology support and onboarding.

    In her spare time, Shirley enjoys listening to music, working on DIY projects, and travelling.
    Investment and Market Perspectives

    On the Markets

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    Executive Financial Services

    Executive Financial Services

    Our Executive Financial Services team is dedicated to the needs of corporate executives and holders of concentrated positions.

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    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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    Ready to start a conversation? Contact NY Pine Group today.
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