Our Story and Services

The One Hundred Square Group at Morgan Stanley is a boutique wealth management practice tailored for the needs of high net-worth families, endowments and businesses. The partners bring a combined 40 years of experience advising high net worth clients.

Our practice is comprised of two complimentary service offerings; Goals Based Advisory and Investment Management.
Services Include
  • Asset Management1
  • Financial Planning2
  • Lending Products
  • Wealth Management3
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

The foundation of our team practice dates back to when the founding partners began working together at JP Morgan Private Bank, advising some of the firm's wealthiest and most sophisticated private clients.

We believe that our clients benefit from our extensive experience providing holistic advice around financial planning, balance sheet optimization, asset allocation, credit, trust and estate advisory and tactical investment.
    • Goals Based Advisory:
      Our Goals Based Advisory practice is our most robust offering. Encompassing; Defining Objectives and Constraints, Trust & Estate Planning strategies, Account Structuring, Asset Allocation, Balance Sheet Optimization, Wealth Management and Monitoring.

      The foundation of this practice is assisting clients in defining the purpose of their wealth. This process of personal discovery enables clients to communicate their own view of the world and ultimately how their assets can be best allocated. As advisors, it allows us to design solutions that we believe are optimal for a client's long term goals, objectives and the expression of our client's personal vision.
    • Investment Management:
      The Investment Management Program is built on the core philosophy of Modern Portfolio Theory. Empirical evidence indicates that nearly 90% of a portfolio's return is explained by its asset allocation; the mix of stocks, bonds, cash and alternatives. Providing clients with the appropriate asset allocation is the foundation of a sound investment program.

      With a preliminary allocation in place we seek to construct portfolios ranging from index oriented to concentrated, high active share portfolios. Some of our primary considerations when evaluating our suite of options include cost, tax efficiency, risk tolerance, diversification benefits and volatility.

    Location

    522 5th Avenue
    15th Floor
    New York, NY 10036
    US
    Direct:
    (212) 296-0967(212) 296-0967

    Meet One Hundred Square Group

    About Me

    Casey Taylor Weyand, CFA is a Managing Director and founding member of 100 Square Group at Morgan Stanley in New York City. Casey brings over a decade of long-term planning, trust and estate experience and asset allocation to the service of his clients. His practice focuses on developing a client's objectives and constraints in order to construct long-term asset allocations.

    Prior to joining Morgan Stanley, Casey worked for 8 years as a banker at JP Morgan's Private Bank. As a banker, Casey was a macro advisor and team lead to a group of specialists advising the firms' wealthiest private clients. Specifically he provided clients holistic advice around several key disciplines: banking, investments, trust and estate planning and lending. In addition to his client advisory role Casey was a banker team lead, managing a group of four bankers focusing on entrepreneurs and business owners. His additional responsibilities at JP Morgan included; training and development of new associates, new banker training and he was a team member that developed the Private Bank's proprietary planning tool.

    Casey was born and raised in Roeland Park, Kansas, Casey attended high school in Overland Park, KS and through his studies there, he earned a photography scholarship to The Maryland Institute College of Art in Baltimore Maryland. Casey earned a Bachelor of Fine Arts in Photography in 2001 and moved to New York City where he ran a commercial photography studio. In 2005, Casey joined the finance industry at First Republic followed by HSBC Securities before joining JP Morgan in 2007.  Casey earned his Chartered Financial Analyst Designation in 2012.

    Casey continues to be involved in the arts through his philanthropic work sitting on the advisory board of RxArt. RxArt is a nonprofit organization whose mission is to help children heal through the extraordinary power of visual art. Casey resides in New York City with his wife and continues to shoot photography in his free time.
    Securities Agent: TX, OH, NY, NV, NJ, MI, MD, MA, LA, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative
    NMLS#: 821494

    About Me

    Christopher Jon DeGennaro is an Executive Director and founding member of 100 Square Group at Morgan Stanley in New York City.  Christopher focuses on tailoring asset allocation strategies for his clients to most efficiently help achieve their goals.  With 16 years of industry experience, Christopher has gained a deep understanding of financial markets and asset classes. Including fixed income, equities, alternative investments, commodities and derivatives.

    Christopher's clients are predominantly high net worth individuals and foundations residing within the US.  Prior to joining Morgan Stanley in 2016, Christopher worked at JP Morgan Private Bank for fourteen years, where he ran a team of eighteen Investment Specialists overseeing $15bln of assets.  Before joining JP Morgan in 2002 Christopher worked with Morgan Stanley in Wayne, Pennsylvania.

    Christopher graduated with a BA from Villanova University in 2000.  He currently holds his Series 7 and Series 65 licenses from FINRA.  He resides in Summit NJ with his wife and two children.  Christopher enjoys fishing, boating and skiing in his spare time.
    Securities Agent: NJ, CT, WY, TX, SC, PA, OH, NY, NV, NC, MI, LA, FL, DE, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
    NMLS#: 837307

    About Me

    Eric Michael Schwartz is an Executive Director and founding member of 100 Square Group at Morgan Stanley in New York City.  As a Senior Advisor, Eric manages wealth for high net worth clients and foundations in the US.  Eric works together with his clients to gain a deep understanding of their goals and objectives.

    Prior to joining Morgan Stanley in 2016, Eric spent seven years as a Senior Banker at JP Morgan's Private Bank.  Eric worked closely with clients on investment needs, credit solutions, estate planning and traditional banking services.  In addition to advising private clients Eric's duties included overseeing and developing team members that were a part of the Private Bank Analyst Program.

    Eric began his financial career in 2004 on the equity desk at Lehman Brothers.  As a research salesman and trader for middle market institutional clients.  Eric holds a BA from Indiana University as well as Series 7 and 63 licenses from FINRA.  Eric resides in Manhattan with his wife and two children.  His interests include investing, playing sports, traveling and spending time with his family.
    Securities Agent: WY, TX, OH, NY, NV, NJ, NC, MI, LA, FL, DE, CT, CO, CA, AZ, AR; General Securities Representative
    NMLS#: 821929

    Investment and Market Perspectives

    On the Markets

    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
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    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
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    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
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    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
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    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
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    Ready to start a conversation? Contact One Hundred Square Group today.
    Market Information Delayed 20 Minutes
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