Welcome

A Private Wealth Advisor at Morgan Stanley, Becky works with affluent individuals to develop and implement investment management strategies to help achieve their long term goals in coordination / collaboration with their values, business concerns, philanthropy and outside advisors.

Becky has a background in high net worth client investment management derived from experiences in the art market at Sotheby’s as well as investment analysis from being a management consult for corporate executives and a director of PR & advertising for a global private family-owned company. She received an MBA from the Yale School of Management and her undergraduate degree is from Tufts University with majors in Economics & Art History.

During a voluntary career break, Becky founded a non-profit, served as a board member for a local private school, coached a competitive youth sports team, competed in triathlons and open-water swims as well as volunteered extensively in her community. Becky returned to work through the Goldman Sachs ‘Returnship’ program in January 2014.

Becky particularly enjoys working with high net worth women and families as well as developing areas of concentration in sustainable investing, family wealth planning and multigenerational wealth dynamics including financial tutoring which all promote thoughtful financial management.

Education & Organizations:
• MBA, Yale School of Management, 1998
• BA, Economics & Art History, Tufts University, 1992
• Board of Visitors, IUPUI Lilly Family School of Philanthropy, Indianapolis, IN
• Board Member, Heritage Museum & Gardens, Sandwich, MA
• Board Member, Yale School of Management Alumni Association, NYC Chapter
• Board Member, The Rye Arts Center, Rye NY
Capabilities
  • Investment Management
  • Sustainable & Responsible Investing
  • Manager Selection
  • Family Governance & Wealth Education
  • Philanthropy Management
  • Proprietary Investment Opportunities
  • Consolidated Reporting
  • Pre-Liquidity Planning
  • 10b5-(1) Programs
  • Risk Management
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, IN, LA, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1487173
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
First and foremost, I care about our client's lives and ideas.  Second is my attention to a sound investment management process through evolving market trends and economic cycles.

In a world where financial products, services and advisors blend together and often can overwhelm, my approach is tailored unique to each and every client with one-on-one personal attention.  I adapt our team's capabilities through strong relationships within the Morgan Stanley franchise and with senior advisors who add value through leadership in their field.  This approach provides best in class service and solutions to situations both complex and simple.

I look forward to learning more about you and discussing the resources we can place at your disposal.

    Location

    1585 Broadway, 21st
    Fl
    New York, NY 10036
    US
    Direct:
    (212) 761-7791(212) 761-7791

    Strategic Partners

    The Experience to Guide You
    Our steadfast committment is to enhance the advice you receive. Working in partnership allows us the opportunity to provide a more holistic approach to help you manage and meet your wealth management goals head-on.
    Economic and Market Perspectives

    On the Markets

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services
    Successfully Staffing Your Home

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    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
    Art as An Asset
    CRC 2274738 01/19

    Art as An Asset

    Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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    Market Information Delayed 20 Minutes
    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

    See the Financial Advisors Biographies for Registration and Licensing information.

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