Pittsford Branch Office

Jamie C. Bailey is a First Vice President and Senior Risk Officer in the Western New York Market. She has over
25 years of experience in the financial services industry and has firmly established a solid reputation for her
ardent support of Financial Advisors in helping them achieve their risk management objectives.

A Rochester native, Jamie began her career while studying at St. John Fisher College, where she graduated

Summa Cum Laude with a degree in Management and Finance. She interned as a Client Service Associate
for a highly successful Financial Advisor at Prudential Securities, who eventually hired her full time.
From there, Jamie worked in the same capacity for a Financial Advisor at Smith Barney who specialized in
institutional sales and stock plan services, giving her a deeper understanding of the industry. After 10 years
as a Client Service Associate, Jamie took stock of her future and decided that she would like to move up the
proverbial corporate ladder.

In 2005, she joined Morgan Stanley as the Area Administrative Manager and began working as the Sr. Risk Officer for John Powers in 2006, Manager of the Western New York Complex. She hasn't left since. In fact, she has been in her current role long enough to face successfully just about any situation a risk officer is likely to encounter, gaining the respect of her contemporaries.

Today, Jamie runs all of the risk and compliance for the Complex's seven branches. She holds Series 9 and 10
licenses and sits on the Firm's Complex Risk Officer Council. "When I was a Client Service Associate all
those years ago, I always knew there was something more for me to accomplish," she says. "I'm grateful that
I was able to find out where I could be of most benefit to others."

When Jamie isn't working, she is comfortable at home with her husband and step son in Victor. She is and
has always been an avid skier. "I've been doing it since I was two," she says proudly. She also loves reading
and horseback riding.

Charles G. Cox, CFP^® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Western New York. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.

Charles began his career in financial services in 2010, and joined Morgan Stanley in 2022. Prior to his current position, he worked for a national bank with trust powers in a variety of roles. Most recently he was providing financial planning to bank’s high-net worth clients.

Charles graduated from University at Albany with a Bachelors of Arts in Economics and holds his Certified Financial Planner^® designation. Charles lives in Rochester, NY with his wife Cristina. Outside of work, Charles enjoys spending time outdoors and cooking.

Evan Patterson is a Private Banker serving Morgan Stanley Wealth Management offices in Rhode Island, Massachusetts and New York.

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.

Evan began his career in financial services in 1999. Prior to relocating to the Northeast, he served as a Private Banker in the Tampa Bay area. Before joining Morgan Stanley in 2010, Evan spent 10 years in high net worth lending at Merrill Lynch supporting teams in New York City, Los Angeles, and Jacksonville. He began his career as a Securities Based Lending Officer before rising within the firm, holding several other positions including Priority Loan Officer, Associate Mortgage and Credit Specialist, Consumer Finance Specialist and Banking and Liquidity specialist.

Evan is a graduate of the University of Florida, where he received a Bachelor of Science in Business Administration with concentration in Finance. He lives in East Greenwich, Rhode Island with his family. Outside of the office, Evan enjoys painting, watching cinemas, reading books, and listening to vinyl records.