Patricia Glass, CDFA®, CAIA

Patricia S. Glass is a Senior Vice President, Portfolio Management Director, and Financial Advisor at Morgan Stanley. Drawing on over 30 years of financial industry experience, she counsels a select group of high-net-worth families, professionals, foundations, and nonprofit organizations. Her goal is to deliver a broad range of multigenerational wealth management solutions, extending beyond investments, to help preserve and enhance her clients’ wealth, allowing them to focus on the people, passions, and philanthropies that matter most to them.

Patricia brings integrity, empathy, sophistication, and a dedication to excellence to her practice. She is committed to thoroughly understanding her clients’ financial positions and objectives while providing extraordinary service. By developing personal connections, she offers insightful guidance on long-term financial issues, including retirement savings, charitable giving, estate planning strategies, thoughtful discussion of the impact of wealth on heirs, and investment management.

Her comprehensive wealth management process is anchored in financial planning, enabling her to deliver tailored, customized solutions. Patricia enjoys analyzing her clients’ unique challenges and leveraging Morgan Stanley’s vast resources to address them. Her ability to listen, educate, and apply her extensive product knowledge are among her greatest strengths.

Patricia’s investment approach goes beyond traditional asset allocation. First, she identifies a goals-based blend of assets aligned with each client’s objectives, ranging from wealth conservation to opportunistic growth. Next, she incorporates a mix of active and passive investments after rigorous manager selection, aiming to optimize performance net of fees and taxes. Finally, she constructs and risk-manages portfolios using insights from her SVS portfolio management team and Morgan Stanley’s analysts, strategists, and economists. Positions are vigilantly monitored, portfolios are strategically rebalanced, and regular client meetings ensure ongoing communication.

Before joining Morgan Stanley in 2012, Patricia was a Director at Credit Suisse Private Banking USA, where she worked since 1999. She began her career in investment banking, holding roles at Credit Suisse (London), UBS, and Société Générale.

Patricia holds a BA from Brown University, an MA from Yale University, an MBA from The Wharton School at the University of Pennsylvania, and an additional MA from the University of Pennsylvania. She is an Associate Fellow of Davenport College at Yale.

Active in both professional and philanthropic circles, Patricia represents Morgan Stanley on the Council on Foreign Relations. She has been involved with the New York Junior League, the Parents Advisory Board at Northfield Mount Hermon School, the Brown Club of New York (as Treasurer), Friends of the American Wing at the Metropolitan Museum of Art, Empowers Africa (as a Founding Trustee), and The Africa Foundation.

Patricia is an avid and intrepid skier and hiker. The mother of two adult sons, Patricia resides in Manhattan, NY, where she frequents art museums and theater.

Disclaimer:
Asset Allocation and Rebalancing do not protect against a loss in declining financial markets. There may be a potential tax implication with a rebalancing strategy. Investors should consult with their tax advisor before implementing such a strategy.