Philadelphia PWM Branch Office

As Market Executive for Morgan Stanley’s Greater Philadelphia Complex, Katie Flaherty supports and empowers more than 300 Financial Advisors and Private Wealth Advisors who collectively manage more than $60 billion in client assets. Katie is responsible for ten offices in the Greater Philadelphia Market, including the PWM Philadelphia Market and nine Wealth Management offices in Blue Bell, Berwyn, Doylestown, Marlton, Mount Laurel. Newtown Square, Philadelphia, West Conshohocken and Yardley.

Prior to joining the Greater Philadelphia Complex in 2018, Katie spent 12 years at Merrill Lynch Wealth Management, where she rose to the position of Market Executive for the Stamford, Connecticut 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 B.S. in Applied Economics from the University of Minnesota in 1998, and an MBA from Regis University, Denver, Colorado in 2010.

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

In his role as Senior Risk Officer for the Greater Philadelphia Complex, David Corcoran supports an elite group of high-achieving Private Wealth Advisors and their teams. David brings 24 years of industry experience to the task, including 16 years at Morgan Stanley.

David began his career in finance with Prudential Securities in Boston as a Financial Advisor. After seven 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, supporting the Morgan Stanley and Smith Barney branches in Greenwich, Connecticut.

David graduated from Boston University with a B.A. 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 brings 15 years of financial service industry experience to her role as Market Business Service Officer for the Greater Philadelphia Complex. Working in support of high-achieving Private Wealth Management teams, Katie helps deliver an outstanding service experience to clients by maintaining a highly efficient operational environment.

Katie began her career in finance at Legg Mason as an intern while attending the University of Redlands in Southern California, where she earned her degree in Financial Economics. She moved to a small boutique firm, BGFS, and became their Senior Operations Manager. In 2013, she joined Morgan Stanley, where she became the Complex Business Service Officer for Northern Virginia prior to assuming her current position.

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.

As a PWM Business Service Officer in the Greater Philadelphia Market, Jennifer Micale supports an elite group of Private Wealth Advisors and their teams in delivering an outstanding service experience to their clients.

Jennifer 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. She 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 B.A. in Music Therapy from Montclair State University, where she studied the violin. She went on to earn a master’s degree in taxation with a concentration in Estate Planning from Villanova University. Jennifer is also a CERTIFIED FINANCIAL PLANNER^®.

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

As Complex Risk Officer for Private Wealth Advisors and their teams in the PWM Conshohocken branch, Amy Esposito contributes to an exceptional operating environment. Amy has been in the industry for over 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 New York, Conshohocken and San Francisco PWM offices. Her positions have included management analyst, Branch Administrative Manager and Senior Complex Risk Officer.

Amy earned her undergraduate degree from Dickinson College and her MBA from Lehigh University. In her spare time, she likes swimming, travelling and art, and she is a huge football fan (both NFL and collegiate).

As Market Administrator for the Greater Philadelphia Market, Brian Barloon supports an outstanding administrative and operating environment for Morgan Stanley advisory teams and their clients.

Brian’s career 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 experience 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, which he assumed in 2025.

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.

As a Training Specialist serving Morgan Stanley’s Wealth Management offices in the Greater Philadelphia market. Mark Bahadurian empowers advisory teams to achieve growth and operational efficiency through the optimal use of the Morgan Stanley platform.

Mark began his career at Morgan Stanley in 2013 as a Financial Advisor Associate. In that role, he 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 experience 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 New York City and Greater Philadelphia markets.

Mark holds a B.A. from Long Island University and resides on Long Island, New York. Outside of his professional commitments, Mark enjoys fishing and playing pickleball. He is also a proud new father of a son.

As Business Development Manager for the Greater Philadelphia and Coastal New Jersey Market, Brian Kang supports 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, New York, to join the Office of Business Management, where he focused on advisor and manager compensation strategy. He also worked with the Northeast Regional Team, partnering with branch managers on regional initiatives. He assumed his current position in 2025.

Brian graduated from Villanova University in 2016 with a B.A. in Economics, and a minor in Statistics.

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