AlphaBridge Group

A founding partner of the team, Matt Landry is responsible for wealth management and financial planning, with a particular focus on equity compensation. Well versed in the needs of highly accomplished entrepreneurs, executives and their families, Matt delivers highly customized strategies to help his clients preserve and grow their wealth, and to pursue their greater life goals. Matt is particularly adept at helping families create and implement plans to provide for the long-term financial wellness of members who require dedicated assistance.

Prior to joining Morgan Stanley, Matt was a Senior Vice President of Wealth Management at Merrill Lynch for 12 years. Prior to joining Merrill Lynch, he was an Advisor at Bernstein Investment Research and Management. Before joining Bernstein, Matt traded U.S. equities for Fidelity Investments in Boston.

Matt received his B.A. from Brandeis University and has sought to enhance his financial education ever since. He earned the CERTIFIED FINANCIAL PLANNERTM (CFP^®) certification and Certified Investment Manager Analyst^® (CIMA^®) designation.

Born and raised in Connecticut, Matt and his wife, Natalie, reside in Westport with their three children, Noah, Aquinah, and Caleb. He is an active volunteer with Westport athletic organizations and enjoys playing basketball and spending time with family.

A founding partner of the AlphaBridge Group, Marlon Bustos brings 26 years of experience to the service of his team’s clients. As Managing Partner, he is responsible for business strategy and discretionary portfolio management program strategies, with an emphasis on custom portfolio design. Marlon also provides access to comprehensive financial services that extend beyond investment management to include financial planning, lending solutions, and access to capital markets and to investment banking advisory services. Marlon focuses primarily on the needs of the team’s most affluent families and their family offices (typically, clients with a liquid net worth of $200 million and above), and institutional clients.

Prior to joining Morgan Stanley, Marlon was a Managing Director at J.P. Morgan Securities and a Senior Principal at Bernstein Global Wealth Management. He began his financial services career at Signator Investors in 1997.

Marlon is fluent in Spanish and English. He received his B.A. in economics from the Universidad del Rosario and went on to complete his MBA in finance and global banking at New York University. He also received a certificate in financial planning from NYU.

Marlon serves as Chair of the board of trustees for the Hewitt School in New York City, and actively supports the Einstein School of Medicine, Freedom United and the Association of Latino Professionals for America (ALPFA). When not at work, he enjoys traveling with his family.

Kimberly Greenberg brings over 19 years of diverse financial services industry experience to the service of the team’s clients. Kimberly’s approach centers on helping families solve for what matters to them most, not just their financial needs and wants, but also the deeply held values that give meaning to their goals. Through a highly consultative process, she offers each family customized options and solutions aligned with their priorities. She then delivers these solutions while working with the client and their other professional advisors, helping ensure cohesive execution of a strategic plan.

As a Chartered Special Needs Consultant^® (ChSNC^®) and the mother of a daughter with special needs, Kimberly is passionately dedicated to supporting all parents in the planning needed to help their children live rich, full lives and achieve their greatest potential.

Before joining Morgan Stanley, Kimberly was a Vice President, Wealth Management at UBS. Earlier in her career, she worked at Barclays Wealth Management as a Financial Advisor and at Lehman Brothers as an Analyst.

Kimberly earned her B.A. in business administration from The George Washington University. In addition to her ChSNC^® designation, she is a member of the Academy of Special Needs Planners. She also created, and serves as President, of the HIST1H1E Genetic Research Foundation and Parker’s Cure.

Originally from Woodbridge, Connecticut, Kimberly and her husband, Jason, live in Westport, Connecticut, with their daughters, Parker, Skyler and Quinn, and their puppy, Galley. Outside of work, she enjoys traveling and exploring new restaurants.

Drawing on over 17 years of wealth management experience, Robert Shamis works closely with affluent families and individuals to craft highly customized wealth management plans based on their precise needs and goals. Robert places a particular emphasis on coordination with his clients’ CPAs and estate planning attorneys to develop fully comprehensive strategies. These efforts include the oversight of client portfolios, asset allocations and investment selection, but also advice on wealth transfer strategies, philanthropy, family dynamics and various other wealth planning disciplines.

Robert has particularly extensive experience working with women through transitions in their lives that require fundamental changes in their financial planning. He considers his work in this area to be his professional calling, formed at the age of 16 when his father passed away and he helped his mother on the journey from sole provider to retiree.

Robert joined Morgan Stanley in 2017, after spending 11 years at Merrill Lynch working in a similar capacity. He received his B.S. in finance, magna cum laude, from St. John’s University and went on to earn his designation as a CERTIFIED FINANCIAL PLANNER™ (CFP^®). During his time at St. John’s, he managed a portion of the University’s endowment fund and participated in their prestigious Executive-in-Residence Program, where he consulted with corporations.

Robert recently moved to Franklin Lakes, New Jersey, where he and his wife, Julia, have welcomed their two children. Originally from Flushing, Queens, he is an avid Mets fan and a blossoming gardener.

Peter Dreyfuss’ history with Morgan Stanley and its predecessor firms goes back to 1981 when he joined Shearson American Express and remained through all the subsequent iterations. In 2019, he was introduced to Matt Landry and joined the team. The resulting collaboration has been beneficial for the combined team members and clients.

Peter prides himself on his ability to communicate effectively with the families and individuals that he serves. Having seen that clients can sometime feel overwhelmed by the scope of our business, he enjoys acting as their guide. He believes it is critically important for clients to understand exactly what it is they are doing together and, towards that end, makes every effort to include them in the process. Peter also has a particular interest in fixed income and insurance. He stresses that these areas should be considered foundational to long-term planning, as they can potentially bring forward an elevated level of predictability and stability.

Peter attended Queens College where he received a Bachelor of Music Degree with a concentration in Performance/ Piano and pursued postgraduate studies at NYU. He worked for several years as a musical arranger before deciding to pursue his other love, finance, and returned to complete an NYU program in Financial Planning. He still pursues music as a hobby.

Peter was born in Queens, New York where he has lived all his life. He currently resides in Forest Hills with his wife, Beth, and their three children, Simon, Aaron, and Cecily. In May of 2022, he welcomed his first grandchild, Eliana.

As a designated Financial Planning Specialist, Cameron Garrett works closely with the team’s clients to craft highly customized wealth management plans based on their specific objectives. Cameron also contributes to the team’s business development efforts, often conferring with newly referred clients to develop and understand their needs and goals, and discuss the resources required to address them.

Before joining the Alpha Bridge Group, Cameron served as a Financial Advisor with Merrill Lynch. He began his financial services career at Great Point Capital as a Registered Representative.

Originally from Charleston, South Carolina, Cameron played baseball for the College of Charleston. Outside of work, he enjoys fitness, aviation, sports, going to the beach and spending time with family.

A member of the AlphaBridge Group since 2015, Philip Messina focuses on building relationships with prospective and existing clients by delivering an exceptional level of service. His primary responsibilities include 10b5-1 plan implementation, the creation of highly customized investment strategies, capital market execution, and oversight of syndicate activities. Philip also manages the day-to-day operations of the team.

After graduating from Manhattan College with a B.A. in finance, Philip worked in Alternative Investments at Fidelity Investments. He was recruited to Merrill Lynch to work with Matthew Landry and Robert Shamis in 2015 and moved with the group to Morgan Stanley in 2017.

Philip resides in Hoboken, New Jersey, and enjoys traveling and golf in his free time.

Contributing to an outstanding wealth management experience for the team’s clients, Briana D’Esposito oversees many financial actions of the AlphaBridge Group. Her responsibilities include tracking clients’ cash flow and progress against individual financial plans. She is responsible for analyzing third-party investment managers and investment data. Briana also assists in the team’s marketing efforts and helps in the delivery of an exceptional level of client service.

Prior to joining Morgan Stanley, Briana served as a Registered Client Service Associate in the Wealth Management Department at UBS Financial Services, Inc. Earlier in her career, she worked as a Resolution Services Representative at Vanguard, where she partnered with senior financial advisors for ultra high net worth clients to diagnose complex monetary errors and restore client confidence.

Briana is a proud graduate of the University of Delaware and danced competitively throughout the country in multiple genres most of her life. She also held a title in the Miss America organization in 2013. She grew up in a small town in Connecticut and currently resides in Jersey City, New Jersey. In her spare time, she enjoys reading, cooking and training for half marathons.

Kevin Masella helps deliver a superior client service experience to clients of The AlphaBridge Group by assisting the team’s Advisors with portfolio analytics, syndicate transactions, capital market execution, day-to-day operations, and investment banking actions. The knowledge of complex capital markets transactions he has gained over six years in the industry enable him to provide detailed insight into, and holistic views of, client asset allocations and investment portfolios.

Prior to joining Morgan Stanley in 2022, Kevin was a founding member and Financial Analyst for North Square Investments, a multi-boutique asset management platform. He graduated from The University of Kansas with a B.S. in global international studies with an economics focus.

In his free time, Kevin volunteers with Opportunity Knocks, an organization devoted to building community among people of different abilities in the greater Chicago area. He is an avid reader, plays tennis and enjoys cooking.

Kristen McArdle joined Morgan Stanley Wealth Management in 2021 as a Virtual Engagement Associate. Her time on the desk helped her acquire extensive product knowledge, as well as proprietary platform and digital marketing knowledge. Operating as an extension to over 40 Financial Advisors and Teams, Kristen was able to provide capacity, scale, and dedication to those Financial Advisors who aspire to modernize their practice and strengthen client relationships in a manner that can lead to business growth.

Kristen is a proud graduate from The University of Delaware, where she earned her bachelor's degree in Finance. She holds the Series 7, 63 and 65 licenses. She was born and raised in Long Island, NY and currently resides in downtown Manhattan.