Summit Point Group at Morgan Stanley

Vincent Tirino is a Senior Vice President and Financial Advisor at Morgan Stanley. His expertise centers on providing comprehensive financial guidance and solutions to both high net-worth individuals, corporate executives and finance committee personnel that operate insurance entities and alternative risk structures. Vincent has over 26 years of experience in the financial services industry. Vincent was named to Morgan Stanley Master’s Club and Century Club in recognition of outstanding performance as a financial advisor who demonstrated leadership in the best practices of wealth management.

At Morgan Stanley, Vincent utilizes his expertise in both finance and insurance to consult high net-worth individuals, corporate executives, and commercial clients to effectively manage assets and reduce financial exposure. Vincent focuses on delivering customized solutions and strategies tailored towards the needs and objectives of each of his individual clients. This encompasses banking services, investment management selection and review, cash flow strategies, lending, alternative risk financing solutions, financial reporting, stress testing and risk management analytics. His experience and discipline in risk management is the foundation that drives his guidance to help clients protect and grow their assets.

In addition, Vincent is a National Strategic Partner for Insurance and Captive insurance entities within Morgan Stanley. He consults finance committee personnel that operate insurance entities and alternative risk structures in various industries, including manufacturing, technology, construction, industrial, healthcare and telecommunications. Vincent used his experience and expertise in the risk management industry to build a service model capable of providing integrated financial solutions for onshore and offshore insurance companies and risk retention vehicles.

Prior to joining Morgan Stanley, Vincent spent over a decade developing a business practice at Merrill Lynch focused on providing customized financial solutions for high net-worth individuals, corporate executives, and institutional clients. Vincent started his career at Marsh & McLennan, one of the largest providers of institutional risk management services worldwide, where he managed institutional relationships and consulted on risk management issues within their Global Services Group. Vincent worked with Fortune 500 companies on implementing global risk management programs. This unique background has provided him the perspective and experience to handle high net worth individuals, corporate executives and institutional financial complexities. Vincent is a graduate of St. John’s University Business School. In his free time, he enjoys traveling, reading, and spending time outdoors skiing, biking and playing sports with his family.

Brian joined Morgan Stanley in 2021 and has worked with the operations team in the Western Long Island Complex. Prior to joining Morgan Stanley, he worked with local municipalities to improve the quality of life for residents by creating design improvements and developing community programs. As a true team player for the Summit Point Group, Brian applies these same soft skills in helping our team constantly improve and maintain the financial wellbeing of all clients. His passion for helping clients navigate through turbulent times and big life moments is evident in his keen attention to detail and ability to listen.

Brian graduated from the University at Buffalo with a Bachelor of Arts in Environmental Design. In his free time, Brian enjoys playing basketball with friends, visiting museums, and spending time with family. He has one dog who he trains in his free time and takes on hikes and walks.

Vanessa is a Senior Client Service Associate with the Summit Point Group of Morgan Stanley. She has over 37 years of experience in the financial services industry, and has been with Morgan Stanley since 1992, providing all aspects of administrative services.

Vanessa takes pride in her work and enjoys interacting with clients, most of whom she has developed deep relationships with. Her superior customer service skills and close attention to detail, along with her care and concern, for the clients she services, are of utmost importance to her.

In addition, Vanessa works with institutional clients and is responsible for scheduling and preparing for board meetings. She assists in the drafting of RFP’s, and also works with auditors and CPAs to provide them with necessary documentation.

Vanessa is a proud mother of her two adult children and recently became a grandmother. She lives in Long Island with her husband. In her spare time, she enjoys gardening, reading and spending time with her family.

Pamela Heffner-Lecher is a Senior Registered Client Service Associate whose role is to support the robust wealth management platform of Morgan Stanley. She helps maintain effective client relationships and brings strong administrative, operational and account management skills to Summit Point Group.

Pam brings more than twenty years of financial service experience. For fifteen years she was a Research Director at Butler Capital Partners, a Capital Placement firm headquartered in New York City and Old Westbury, New York. Prior to Butler Capital, she worked for six years as a Client Service Associate at Morgan Stanley Private Wealth Management in New York City. She and her husband reside in Jericho, NY and together have three sons. She earned a B.A. in Economics from Connecticut College. Pam has a passion for the arts, loves to travel, cook and enjoys leisure time with her family.

Pam is Series 7, 63 and 66 licensed