Peter Bishop
Managing Director
Phone:
(617) 757-8846(617) 757-8846
Morgan Stanley Private Wealth Management
Our Team
Direct:
(617) 757-8846(617) 757-8846
Our Mission Statement
Providing accomplished families with experience-based advice, trusted logic, and disciplined guidance to help them achieve their multi-generational goals.
Welcome
We are a true team of tenured professionals. We practice intentional listening. We value continuity.
Our clients are visionary founders, corporate executives, professional investors and accomplished athletes. All of our clients face complex and unique challenges. We work in partnership with other trusted professionals to construct customized investment strategies, borrowing and liquidity management solutions, fully-integrated trust and estate plans, philanthropic strategies, and next generation financial education programs.
Our clients are visionary founders, corporate executives, professional investors and accomplished athletes. All of our clients face complex and unique challenges. We work in partnership with other trusted professionals to construct customized investment strategies, borrowing and liquidity management solutions, fully-integrated trust and estate plans, philanthropic strategies, and next generation financial education programs.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
OUR KEY INVESTMENT PRINCIPLES
Alignment of interests is critical; incentives matter
Seek “alpha” where there exists a materially-higher likelihood of realizing it
Keep costs as low as possible where history and research indicate alpha is difficult to achieve
Diversify where prudent; concentrate where appropriate
When sufficient portfolio liquidity allows, earn an “illiquidity premium”
Seek “alpha” where there exists a materially-higher likelihood of realizing it
Keep costs as low as possible where history and research indicate alpha is difficult to achieve
Diversify where prudent; concentrate where appropriate
When sufficient portfolio liquidity allows, earn an “illiquidity premium”
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Location
28 State Street
33rd Floor
Boston, MA 02109
US
Direct:
(617) 757-8846(617) 757-8846
Meet Our Team
Jon Bordeau
Managing Director
Phone:
(617) 757-8843(617) 757-8843
Robyn Varney
Vice President
Phone:
(617) 757-8802(617) 757-8802
Amy Werstak
Assistant Vice President
Phone:
(617) 757-8867(617) 757-8867
Alex Spear
Client Associate & Team Analyst
Phone:
(617) 757-8819(617) 757-8819
Herbie Floyd
Client Service Associate
Phone:
(617) 757-8866(617) 757-8866
About Peter Bishop
Peter has been advising multi-generational families for 30 years. He joined Morgan Stanley in 2009 after 15 years with Goldman Sachs. Peter co-leads the team, serving 45 families as an outsourced family office. Peter is a founding member of Boston Medical Center Trust and recently served on the boards of The Mission Continues and Bottom Line. Peter received his MBA in 1994 from the Amos Tuck School of Business at Dartmouth College and earned his BS at the United States Naval Academy in 1985, where he played for the Navy hockey team. During his seven years of military service, Peter completed a post-graduate program in Nuclear Engineering, served as a nuclear engineering officer on the USS Long Beach, and taught engineering to newly commissioned officers. Peter lives in Wellesley, MA with his wife and dog and they have three children.
Securities Agent: OH, PA, VA, NJ, ME, MA, VT, FL, TX, MO, KS, AZ, IL, DE, MD, CT, NH, CO, MI, RI, NY, CA, TN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1265313
NMLS#: 1265313
About Jon Bordeau
Jon has been advising multi-generational families for over 25 years. He joined Morgan Stanley in 2009 after 13 years with Goldman Sachs. Jon co-leads the team, serving 45 families as an outsourced family office. He is the founding board Chairman of Back on My Feet Boston and serves on the boards of the Belmont Hill School Corporation and the Play Ball Foundation. Jon earned a BA in English from Dartmouth College, where he was elected a Presidential Scholar. Jon lives in the South End neighborhood of Boston, MA with his wife, three children, and two dogs.
Securities Agent: FL, AZ, VA, VT, CT, DE, PA, KS, IL, MA, OH, ME, NY, MO, TX, RI, MD, MI, NH, NJ, CA, CO, TN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1261810
NMLS#: 1261810
About Robyn Varney
Robyn has been in the financial services industry for over 18 years. She joined Morgan Stanley in 2022 after 15 years with Goldman Sachs in the firm’s Institutional Equity Sales Group where she provided global equity investment advice to CIOs, Portfolio Managers, and Investment Analysts. At Morgan Stanley, Robyn and her team serve as an outsourced family office for 45 families. Robyn is an active member of the Boston Women in Finance Network and is passionate about building relationships and connecting people. Robyn started her career as a Cost Engineer at Intel Corporation, and she is a graduate of Boston University. She lives in Weston, MA with her husband, four children, and dog.
Securities Agent: UT, VA, VT, WA, AL, AZ, CA, CO, CT, DE, FL, IL, KS, MA, MD, ME, MI, MO, NH, NJ, NY, OH, PA, RI, TN, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2447797
NMLS#: 2447797
About Amy Werstak
Amy has lead or co-lead the team’s operational support function for over 20 years. She joined Morgan Stanley in 2009 after nine years with Goldman Sachs Private Wealth Management. Amy enjoys providing exceptional service and building long-term relationships with clients and families. After graduating from Stonehill College, Amy spent two years in the political fundraising and event planning fields. She lives in Winthrop with her husband and daughter.
About Alex Spear
Alex has been with Morgan Stanley working in Private Wealth Management for over nine years. He assists the team by working directly with clients to provide administrative and operational support. Alex graduated from Wake Forest University with a BS in Finance in 2015. He is involved in alumni activities for St. Sebastian’s School and lives in Boston, MA.
About Herbie Floyd
Herbie has two years of experience in the financial services industry as a Financial Planning Assistant. In his current role as a Client Service Associate, Herbie assists the team by providing administrative and operational support. Herbie graduated from Boston University Metropolitan College in 2024. He has also taught yoga for the past five years, building strong relationships with many individuals in the Boston area.
Contact Peter Bishop
Contact Jon Bordeau
Contact Robyn Varney
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
Article Image
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures
CRC 4237142 (02/2025)
