Gregory Keefer
Registered Associate
Phone:
(203) 625-4659(203) 625-4659
Patricia McGinley
Senior Vice President, Wealth Management,
Financial Advisor,
Alternative Investments Director,
Workplace Advisor - Equity Compensation,
Lending Specialist
Direct:
(203) 861-5712(203) 861-5712
Toll-Free:
(800) 366-0611(800) 366-0611
Industry Award WinnerMy Mission Statement
Delivering unique solutions in the private and public markets to founders, C-Suite executives, and families.
Welcome
Advising on Significant Wealth
Pam McGinley advises founders, executives, family offices, professionals, and families on the opportunities and responsibilities that come with significant wealth. As a Senior Vice President with Morgan Stanley Wealth Management, she brings more than three decades of experience helping clients navigate complex financial decisions with clarity, discipline, and perspective.
Bringing Structure to Complexity
Pam works with clients whose wealth is often tied to businesses, concentrated positions, private-company equity, and multigenerational family priorities. She helps them evaluate key decisions across wealth planning, investment strategy, liquidity, lending, legacy, and private markets — drawing on the breadth of Morgan Stanley's capabilities to support their goals across market cycles and life stages.
Supporting Founders, Executives, and Private-Company Stakeholders
A particular focus of Pam's practice is working with founders, executives, shareholders, and private-company stakeholders as companies scale, remain private longer, and approach important transition points. Through Morgan Stanley's Private Markets Transactions Platform, including Morgan Stanley at Work, Pam and her team help clients with shareholder liquidity, equity compensation, valuation, cap table, and IPO readiness considerations.
Experience Across Public and Private Markets
A long-time member of the New York Fourth Avenue Group, Pam is an Alternative Investments Director and obtained the Lending Specialist Designation at Morgan Stanley in September 2025. Her experience spans public and private markets, alternative investments, complex lending, trust and estate planning strategies, family governance, philanthropy, and business succession planning.
Beyond Her Practice
Pam resides in Greenwich, Connecticut and is a proud mother of three daughters. Outside of work, she enjoys competitive golf across the United States and is actively involved in mentoring high-potential young women in business, supporting their development across public and private markets. Her mentees have secured strong placements across Wall Street, with many choosing to return to Morgan Stanley in full-time roles.
Securities Agent: ME, IL, PR, MI, AZ, AL, OK, OH, KY, CA, NV, NH, AR, TN, NY, FL, DC, PA, OR, NJ, MD, MA, NM, SC, MT, KS, CO, WI, WA, VT, TX, RI, MN, LA, ID, CT, WY, WV, UT, NC, GA, DE, VA, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 175610
NMLS#: 175610
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Morgan Stanley Private Markets brings together a broad range of private markets solutions to comprehensively service client needs.
Private Market Services
- Liquidity Solutions
- Early-Stage Cap Management
- Wealth Management for Founders
- Corporate IPO Readiness
- Employee Financial Education
Family Wealth Planning
Signature Access
A broad range of specialty services are available to enrich and enhance the health, safety, comfort, and interests of affluent families, from private aviation, personal security, art advisory, and household staffing, to private health advisory services and advisory services for single family offices.
Lifestyle Advisory Brochure
2026 Outlooks
Global inflation and growth should moderate next year, but the range of possible economic outcomes is wide as uncertainty remains high. For markets, a more favorable policy and macro environment is likely to benefit risk assets, with U.S. stocks outperforming global peers.
Read Here
Estate Planning Overview
You have worked long and hard to achieve success and build wealth for you and your family. There have been numerous challenges along the way. You may be at a point now where your greatest challenge is preserving your wealth and building a plan for its transition to those you choose in a way you choose.
Estate Planning Brochure
Charitable Giving
Morgan Stanley Global Impact Funding Trust (MS GIFT) offers a thoughtful and tax-advantageous way to support the charities and causes that matter most to you.
Charitable Giving Overview
Family Governance
Particularly in the case of an ultra high net worth family engaged in a common enterprise, such as running a family business, operating a family office, or simply investing together as a family, it's extremely important to have a sound framework within which to make decisions - in other words, a family governance system.
Family Governance Brochure
Wealth Education
Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
Financial Empowerment Across Generations
Alternative Investments Landing Page
We leverage the firm's resources and our affiliates to source innovative strategies from among the most knowledgeable investment minds in the business. Employing rigorous due diligence to identify, evaluate and select each alternative investment product on our platform, we work to identify the managers that we believe are qualified to help our clients meet their objectives. Your choices will depend on your goals, objectives and risk tolerance.
Learn MoreThe Alts Report
Hear from industry innovators across Morgan Stanley Wealth Management leadership and fund manager partners as they discuss the trends and opportunities shaping the alternative investments landscape.
Watch HereAlternative Investments Brochure
Explore investments beyond traditional portfolios. With unmatched experience, scale and reach across our vast global network, Morgan Stanley is an industry leader in alternative investments — providing access to exclusive offerings, preeminent fund managers and innovative investment opportunities.
Read HereWhen Your Employees Thrive, Your Company Thrives Too
We believe there’s no better investment your company can make than in your employees. When they work at their best, so does your business.
Equity Solutions
Equity is more than shares. It’s a commitment to your employees. That’s why we design equity compensation solutions that can grow alongside your business and people at any stage. With tailored solutions, modern technology, hands-on guidance and dedicated service, we help you effectively administer equity while managing risk and compliance on a global scale.
Learn More
Morgan Stanley at Work
Our workplace solutions give employees the confidence to take charge of their finances – and their future. By improving your employees’ financial wellness, you can benefit from a more productive workforce.
Learn More
Retirement Solutions
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. Morgan Stanley at Work provides plan sponsors with a comprehensive suite of solutions and investment experience that helps your employees maximize their potential to reach their long-term goals.
Learn More
Cap Table Management
As your company grows, don’t let cap table complexity get in the way. From startup to IPO, our solutions and experience has helped thousands of private companies simplify management and realize the benefits of their equity plan.
Learn More
Tender Offers
Simplify workflows and provide liquidity to your shareholders while maintaining control of your cap table.
Learn More
Private-to-Public Transaction Readiness
Take your company through the next stage of growth with a streamlined workflow to help you confidently and efficiently prepare for equity transactions.
Learn More
Concentrated Stock & Options Analysis
Designed for executives who have significant wealth in stock and options of their company, the Concentrated Stock and Options Analysis illustrates various valuations of holdings as well as hypothetical diversification scenarios.
Location
1 Fawcett Place
3rd Floor
Greenwich, CT 06830
US
Direct:
(203) 861-5712(203) 861-5712
Toll-Free:
(800) 366-0611(800) 366-0611
Fax:
(203) 661-4280(203) 661-4280
Meet My Team
Ryan Kohl
Sales Assistant
Phone:
(203) 861-5714(203) 861-5714
About Gregory Keefer
Fax: (203) 404-6867
Experience & Education
Morgan Stanley
- Financial Advisor, Sep 2015 – Present
- Portfolio Manager, Jun 2008 – Sep 2015
ClearBridge
- Associate Portfolio Manager, Mar 1998 – Jun 2008
• Fordham University, Master's in Finance, 2004
• University of Delaware, BA in Political Science and Government and Economics, 1993
Experience & Education
Morgan Stanley
- Financial Advisor, Sep 2015 – Present
- Portfolio Manager, Jun 2008 – Sep 2015
ClearBridge
- Associate Portfolio Manager, Mar 1998 – Jun 2008
• Fordham University, Master's in Finance, 2004
• University of Delaware, BA in Political Science and Government and Economics, 1993
Awards and Recognition
Barron's Top 250 Private Wealth Management Teams
Barron's Top 250 Private Wealth Management Teams Source: barrons.com (Awarded May 2026) Data compiled by Barron's for the period January 2025 - December 2025.
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
Matthew Guarini
Private Banker
About Matthew Guarini
Matthew Guarini is a Private Banker serving Morgan Stanley Wealth Management offices in New York and Connecticut.
Private Bankers partner with 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.
Matthew began his career in financial services in 2004 and joined Morgan Stanley in 2024 as an Associate Private Banker. Prior to joining the firm, he was a Regional Manager at Bank of America.
Matthew is a graduate of Bucknell University, where he received a Bachelor of Arts in Economics, and The University of Scranton, where he received Master of Business Administration. He lives in Long Island, NY with his wife and sons. Outside of the office, Matt enjoys spending time with family, attending concerts, playing basketball and dedicating time to causes such as Autism Awareness and food insecurity.
Private Bankers partner with 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.
Matthew began his career in financial services in 2004 and joined Morgan Stanley in 2024 as an Associate Private Banker. Prior to joining the firm, he was a Regional Manager at Bank of America.
Matthew is a graduate of Bucknell University, where he received a Bachelor of Arts in Economics, and The University of Scranton, where he received Master of Business Administration. He lives in Long Island, NY with his wife and sons. Outside of the office, Matt enjoys spending time with family, attending concerts, playing basketball and dedicating time to causes such as Autism Awareness and food insecurity.
NMLS#: 2598020
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
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
Wealth Management
From My Desk
Private Markets Brochure
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
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 Patricia McGinley today.
1Alternative 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.
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 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
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.
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
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 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
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.
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)
