Philadelphia PWM Branch Office

Katie Flaherty is a Managing Director and the Market Executive for the Greater Philadelphia Complex. The Complex includes 9 Wealth Management Offices, as well as a Private Wealth Management Office; Blue Bell, Berwyn, Doylestown, Marlton, Mount Laurel. Newtown Square, Philadelphia, West Conshohocken, and Yardley. The 300 Financial Advisors and Private Wealth Advisors in the Complex manage over $60 billion in assets for our clients.

Katie joined the Greater Philadelphia Complex in 2018. Previously, she had been with Merrill Lynch Wealth Management for 12 years, most recently as the Market Executive for the Stamford, CT market. She started her career at Wells Fargo Private Client Services in 1998, where she held various positions including Financial Advisor, Administrative Manager and Regional Sales Manager.

Katie earned her Bachelor of Science degree in Applied Economics from the University of Minnesota in 1998, and a MBA from Regis University, Denver, Colorado in 2010.

Katie resides in Devon, PA with her family. She enjoys being involved with community organizations such as the Barnes Foundation in Philadelphia, the Bruce Museum in Greenwich, CT, and the CT Challenge in Southport, CT.

David Corcoran is the Senior Risk Officer for the Greater Philadelphia Complex. He has 24 years of industry experience and has been with Morgan Stanley since 2010.

David began his career in finance with Prudential Securities in Boston as a Financial Advisor. After 7 years with Prudential, he moved to Wells Fargo where he held a number of roles including Market Administrative Manager for New York City. In 2010, he joined Morgan Stanley in Greenwich, CT, supporting the Morgan Stanley and Smith Barney Greenwich, CT branches.

David attended Boston University and graduated with a BA in Economics. He is an avid Boston sports fan and enjoys spending time with his family including his three nephews and one niece.

Katie Pruess is the Market Business Service Officer for the Greater Philadelphia Complex. She has 15 years of industry experience and has been with Morgan Stanley since 2013.

Katie began her career in finance at Legg Mason where she started as an Intern while attending college. Katie later moved to a small boutique firm, BGFS and became their Senior Operations Manager. In 2013, she joined Morgan Stanley. She has held a number of roles including Complex Business Service Officer role for Northern Virginia.

Katie grew up outside of Denver, Colorado. She graduated from the University of Redlands in Southern California with a degree in Financial Economics.

Outside of work, Katie loves spending time with her many pets: Curley, Gabriel, Simon, Daisy, Liesl Von Kitty, Bob and George. She also enjoys open water swimming and rock climbing.

Jennifer G. Micale is a PWM Business Service Officer in the Greater Philadelphia Market.

She began her career as a Financial Advisor at Ameriprise Financial and went on to hold various roles in sales, relationship management, trust administration and supervision at Fidelity Investments and Merrill Lynch. Jennifer joined Morgan Stanley in 2022 as a PWM Business Service Officer where she is responsible for leading and mentoring both Graystone and PWM Support Professionals across three branches.

Jennifer holds a Bachelor of Arts in Music Therapy from Montclair State University where she studied the violin and has a Master’s Degree in Taxation with a concentration in Estate Planning from Villanova University. She has her FINRA 7, 66 and 9/10 licenses and is a CERTIFIED FINANCIAL PLANNER™.

Jennifer resides in South Jersey with her two children. In her spare time enjoys running, DIY home projects, music, and spending time with her large extended family.

Amy P. Esposito is the Complex Risk Officer for our Private Wealth Advisors and their teams in the PWM Conshohocken branch. She has been in the industry for 25 years and has been at Morgan Stanley her entire career.

Amy started her tenure as an analyst in Global Compliance New York. In 1998, she joined Private Wealth Management and has taken on various roles within the NY, Conshohocken and San Francisco PWM offices including management analyst, Branch Administrative Manager and Senior Complex Risk Officer.

Amy holds her Series 7, 66, 9 and 10. She received her undergraduate degree from Dickinson College and her MBA from Lehigh University. In her spare time, Amy likes swimming, travelling, art, and is a huge football fan (both NFL and collegiate).

John Murray is a First Vice President and the Associate Market Manager for the Greater Philadelphia Market.

John joined Morgan Stanley Wealth Management in 2017 as the Business Development Manager in the Greater Philadelphia Market.

After spending 3 years as the BDM, John became a Registered Corporate Coach with Morgan Stanley Home Office and traveled the country virtually, working with Financial Advisors and Teams coaching them on how to modernize, strengthen and successfully grow their practices.

Bringing a high level of personalized coaching and training engagement to Financial Advisors led to significant asset acquisition. His consultative approach is to help Advisors deliver everything that Morgan Stanley Wealth Management has to offer to its clients leading to a deeper and more meaningful relationship between Financial Advisors and the clients they serve.

Prior to joining Morgan Stanley, John was an Institutional Fixed Income Bond Broker in New York with Tullett-Prebon covering the Primary Dealer trading community in US Government Securities.

Education B.S, In Business Administration/Finance, Minor in Economics from SUNY Oswego. In 2022, John successfully passed the exam to become a CERTIFIED FINANCIAL PLANNER™.

John Lives in King of Prussia, PA with his wife Debbie. They have two adult children, Ryan and Lauren living in New York City.

Brian Barloon is the Market Administrator for the Greater Philadelphia Market. He attended the University of North Florida and received his B.S. in Communications before beginning his career in the financial services industry in 2009.

His career in operations and management has been shaped by his extensive experience in various roles. Starting as Collections Supervisor, he developed skills in team leadership and process improvement. As an Accounts Receivable Manager, he enhanced his expertise in financial management and productivity through technology. His role as Director of Event Operations allowed him to manage high-volume event logistics and financial planning, streamlining processes and supporting leadership. These experiences have equipped Brian with a strong commitment to business objectives, adaptability, and a detail-oriented approach, significantly contributing to his current role as Market Administrator for the Greater Philadelphia Market at Morgan Stanley where he began in 2025.

Mark Bahadurian is a Training Specialist serving Morgan Stanley’s Wealth Management offices in the Greater Philadelphia market. He began his career at Morgan Stanley in 2013 as a Financial Advisor Associate. During his tenure, Mark played a pivotal role in developing team procedures and strategies, focusing on client contact, financial planning, and portfolio management. His direct collaboration with financial advisors and clients has deepened his expertise in leveraging Morgan Stanley's innovative technology solutions.

In 2019, Mark transitioned to a position in Business Development and Field Training, initially concentrating on Eastern Long Island before expanding his scope to include the NYC and Greater Philadelphia markets. He is highly skilled in guiding advisor teams to achieve growth and operational efficiency through the effective use of the Morgan Stanley platform. Mark holds a Bachelor of Arts from Long Island University and resides on Long Island, New York. Outside of his professional commitments, Mark enjoys playing pickleball and fishing. He is also a proud new father to a son.

Brian Kang is a Vice President and Business Development Manager for the Greater Philadelphia and Coastal New Jersey Market, working with more than 400 Financial Advisors and Private Wealth Advisors.

He joined Morgan Stanley in 2016 as a Wealth Advisor Associate in the Philadelphia market, where he served until 2018. He then moved to the corporate office in Westchester, NY, to join the Office of Business Management, where he focused on advisor and manager compensation strategy, and the Northeast Regional Team, partnering with branch managers on regional initiatives. In 2025, he returned to the Greater Philadelphia and Coastal NJ Market as a Business Development Manager.

Brian graduated from Villanova University in 2016 with a Bachelor of Arts degree in Economics, and a minor in Statistics and has his Series 7, 9, and 66.

Brian grew up in Bergen County, NJ but now resides in Princeton, NJ. He enjoys playing golf, traveling, and eating good food.