

Team Global at Morgan Stanley Private Wealth Management

Our Mission Statement
Our Story
As many of us come from institutional backgrounds, we pride ourselves on bringing a sophisticated perspective to our clients' most complex financial challenges. We help them make informed investment decisions within the context of comprehensive, multi-generational wealth management strategies. Understanding the unique needs of ultra high net worth clients, we are well-prepared to help them protect the wealth they have created while generating the income they need to support their lifestyles and pursue their charitable missions.
In addition to our team award, our founding partners, Ron Basu, Chris Toomey and Rachael Naylor, have earned recognition as:
• 2025 Forbes Best-In-State Wealth Management Teams
• 2025 Barron's Top 1,200 Financial Advisors
• 2024 Barron's Top 250 Private Wealth Management Teams
• 2024 Forbes America's Top Wealth Management Teams
• 2024 Forbes Best-In-State Wealth Advisors
• 2024 Forbes America's Top Wealth Advisors
• 2024 Forbes American's Top Women Wealth Advisors Best-In-State
• 2024 Barron's Top 100 Financial Advisors
• 2024 Forbes Best-In-State Next Gen Wealth Advisors
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2024) Data compiled by Barron's based on time period from Sept 2022 - Sept 2023.
Awards Disclosures
Barron's Top 100 Financial Advisors
Source: Barron's.com (Awarded Mar 2024) Data compiled by Barron's based on time period from Sept 2022 - Sept 2023
2024 Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24.
Awards Disclosures
Barron's Top 250 Private Wealth Management Teams
Source: Barron's (Awarded May 2024) Data compiled by Barron's based on time period from Jan 2023 – Dec 2023
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24.
Forbes Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC for the period 9/30/22 – 9/30/23.
Awards Disclosures
2024 Forbes Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/23–3/31/24.
Awards Disclosures
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- 10b5-(1) Programs
- Investment Management
- Open-Architecture Platform
- Proprietary Investment Opportunities
- Sustainable & Responsible InvestingFootnote1
- Risk Management
- Hedging Strategies
- Philanthropy Management
- Family Governance & Wealth Education
- Manager Selection
About PWM
- 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
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- 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
International Wealth Management

International Wealth Management is a specialized area within Morgan Stanley Wealth Management that is dedicated to serving individuals, families, family offices, entrepreneurs, corporate executives and corporate stock plan managers who live outside the United States. We also serve US citizens living and working abroad as well as those who are relocating to the United States or otherwise changing domicile.
We are based in offices throughout the United States, but often specialize in a specific country or region, and typically speak the client's language, understand the culture and have a deep knowledge of the markets we serve. Combining our investment knowledge with the resources and intellectual capital of Morgan Stanley, we deliver targeted solutions that help our clients pursue their goals and address their unique financial needs.
We may be able to provide you access to:
- An open architecture platform that includes leading asset management firms, giving you access to unaffiliated third party managers and their teams.
- Thematic investing ideas and asset allocation models from Morgan Stanley's Global Investment Committee, guiding your overall portfolio allocation.
- Customized lending solutions from Morgan Stanley Private Bank, National Association, addressing your financing needs.
- Dedicated specialists in wealth transfer, philanthropy, family dynamics, concierge and lifestyle advisory services, and other family office capabilities, supporting the non-financial needs you may have.
Not all products and services are available to clients outside of the United States.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley Smith Barney LLC ("Morgan Stanley") is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CORPORATE & EXECUTIVE SOLUTIONS
• Your team can call on firm specialists to help you evaluate various exit strategies to determine which can help meet your personal goals and your aspirations for the ongoing business after your departure.
RESOURCE SELECTION
• We can connect you with a Morgan Stanley investment banker or third-party affiliate based on factors such as transaction size and type, likely purchasers, your industry and geographic focus
INCOME TAX PLANNING
• Working closely with your outside tax and legal advisors, we can help you evaluate the impact of exit opportunities on your income taxes so that you can plan ahead and take advantage of strategies to reduce your tax liability.
ESTATE PLANNING
• Through the estate planning process, we can help you update your will and other foundational documents to reflect your new success. Whether addressing issues of succession, inheritance or creditor protection, we can help you develop gifting and other strategies before the sale that may help reduce taxes on some or all of the proceeds—as well as on future appreciation of assets.
TEAM OF SPECIALISTS TO SIMPLIFY COMPLEXITY
• Our team can help you identify the specialized skills required to address your needs and objectives and assemble a team to focus on your goals. Drawn from the global resources of Morgan Stanley and in coordination with your outside advisors, your team is likely to include specialists in risk management, customized liquidity strategies and income and estate taxation.
Location
Meet Team Global at Morgan Stanley Private Wealth Management
About Ron Basu
Ron focuses his practice primarily on the key areas of asset allocation, cross-border experience, global investment trends and institutional consulting. Ron’s extensive experience working with clients from around the world has informed his global investment views. He is a strong advocate of a customized investment process that takes into account a client’s unique goals, risk tolerance and philosophy while providing guidance that is wholly without conflict.
Ron began his career at Smith Barney in their private wealth division in 1991. He moved to UBS in 1997, where he continued to build his advisory business with various global family offices, hedge funds and ultra high net worth individuals. Prior to joining Morgan Stanley, he was a Managing Director at Lehman Brothers, Private Client Services from 2000 – 2008. He earned the Chairman’s Award for Extraordinary Client Service during his tenure.
Ron earned his M.S. in business management from Trenton State College and he enjoys playing tennis in his free time.
*2012-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com 2012-2024. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
*2012-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com 2012-2024. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
NMLS#: 1288046
About Chris Toomey
Prior to joining Morgan Stanley in 2008, Chris spent a decade at Lehman Brothers in a variety of increasingly responsible positions. Beginning as a Portfolio Manager, he became a senior member of the team that oversaw the firm’s third-party, long-only manager platform. As Senior Vice President, he was responsible for manager due diligence and often assisted in providing asset allocation and investment advice for private wealth clients. Chris’ began his career at JP Morgan’s private bank.
Chris earned his B.S. in English with a minor in economics from Hamilton College. He enjoys Alpine skiing, tennis, sailing and working out on his Peloton.
Barron's Top 100 Financial Advisors Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
Barron's Top 100 Private Wealth Management Teams Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
NMLS#: 1285209
About Rachael Naylor
As a designated Senior Fixed Income Portfolio Manager and Corporate Cash Investment Director, Rachael oversees Team Global’s customized fixed income portfolio management business. Drawing on her institutional experience and expertise, Rachel manages high-grade fixed income and cash portfolios for individual and institutional clients.
Rachael began her career on the debt capital markets desk at Dillon Read in 1987. As Vice President of the debt syndicate group, she worked closely with corporations, investment banking and sales teams to manage bond underwritings. Rachael moved to UBS Private Wealth Management in 1997, where she became the Director of Fixed Income Trading and Managed Rates Products for the Private Wealth Division. She formed her partnership with Ron Basu at Lehman Brothers prior to joining Morgan Stanley in 2008.
Rachael earned her B.S. in public accounting from Mercy College.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2020) Data compiled by the Financial Times based on time period from 6/30/16 - 6/30/19.
2015-2016 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2015-2016). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.
NMLS#: 1261849
About Matthew Nash
Matt works closely with the firm’s Institutional Advisory Solutions business, providing targeted solutions to clients with concentrated stock positions including 10b5-1 plans, hedging strategies and other planning techniques.
Matt is also a Family Wealth Director, enabling him to provide guided access to experienced specialists across a broad range of family office disciplines. These include generational planning, wealth transfer, philanthropy management and Investing with Impact.
Matt earned his B.A. in finance from Emory University’s Goizueta Business School in 2009. He currently lives in Brooklyn with his wife and daughter.
NMLS#: 1373255
About Bart Wyand
Bart began his career at Goldman Sachs, trading options and convertibles, first in the trading pits in Chicago, then upstairs in London. He went on to build and manage derivatives and convertible bond portfolios for two multibillion-dollar hedge funds, before returning to Goldman Sachs to run their convertible bond business.
Bart is a graduate of Bucknell University, and has earned Chartered Financial Analyst™, Certified Financial Planner, and Chartered Alternative Investment Analyst designations. He and his wife live in Greenwich, Connecticut with their two sons, one daughter, and dog. Bart is a Director and Executive Committee member of the Boys and Girls Club of Greenwich.
NMLS#: 1809627
About Rohil Basu
Prior to joining Team Global, Rohil gained an understanding of complex financial modeling and analytics via Morgan Stanley’s Wealth Management Analyst Program. He earned his B.S. in Finance from NYU Stern Business School in 2018. He also completed his Master in International Affairs at the SIPA school at Columbia University.
Rohil lives in Manhattan and enjoys playing tennis and soccer.
NMLS#: 2115909
About David Fenning
David started his career at Drexel Burnham Lambert and worked both for Credit Suisse and UBS for a combined total of 25 years in Wealth Management. He earned his MBA from the W.A. Franke College of Business at Northern Arizona University. David enjoys spending his free time cycling.
NMLS#: 1889136
About Stuart Dubson
After receiving his B.B.A. in accounting from Hofstra in 1978, Stuart began his professional accounting career at Shapiro, Taxon and Koppell. He went back to Hofstra to earn an MBA, and moved to Elliot Associates, LP as a portfolio manager/trader in convertible arbitrage, risk arbitrage and special situations. Stuart continued to focus on convertible arbitrage trading, strategies and portfolio management at various other firms. He served as Managing Director at Millennium Partners, as Managing General Partner and CIO at Sparta Partners, and as Portfolio Manager at DellaCamera Capital Management. He joined Team Global in 2011.
About Daniel O'Connor
Daniel currently holds FINRA Series 7, 52, 66, and 63 licenses. He graduated from Elon University with a Bachelor’s of Science in Accounting and lives in Morristown, New Jersey. In his spare time he enjoys golfing, watching the New York Giants and spending time with his twin boys.
About Anne Lin
Anne graduated with high honors from Rutgers College in 2001. She earned a dual B.A. in economics and English and was a Phi Beta Kappa member. Anne currently lives in Scarsdale with her husband and son where she enjoys cooking, SoulCycle classes, and spending time with family and friends.
About Alice Kim
Alice graduated from the University of Maryland with a bachelor’s degree in Finance. She currently resides in Manhattan and enjoys traveling, cooking, and DanceBody.
About Nicholas Otis
Beyond client-facing work, Nick supports the team by conducting manager due diligence, investment research, and portfolio analysis. His goal is to provide thoughtful, customized solutions that help clients navigate the complexities of wealth management.
Nick graduated with a degree in Economics from Rollins College and recently moved to Greenwich, CT.
When he’s not working, Nick enjoys skiing, cooking, hiking, and staying active through exercise.
About James Newman
About Maleigh Dunne
Maleigh now resides in Manhattan and enjoys cooking, Pilates, and spending time with her family and friends.
About Jaiyong Park
About Spencer Notarianni
About Sheryl Denniston
Sheryl graduated from SUNY Albany with a bachelor’s degree in finance. She currently resides in Brooklyn, and enjoys traveling and spending time with friends and family.
About Lisette Montalvo
Lisette graduated from Queens College with a bachelor’s degree in sociology. She currently resides in Queens with her husband and two young children.
About Sydney Gilbert
She graduated from Florida State University with a bachelor’s degree in Finance. Sydney currently resides in Miami and outside of work enjoys cooking, yoga, and spending time with friends and family.
About Sarah Babcock
Sarah graduated from Bentley University with a bachelor’s degree in finance and a health and industry minor. Originally from Upstate New York, Sarah currently resides in Manhattan and enjoys skiing, cooking and spending time with her family and friends. Fl
About Nicholas Lister
About Adam Latif
Prior to joining Team Global, Adam was a Rotational Analyst and worked on 3 teams within Morgan Stanley’s Home Office:
• Tailored Lending – Conducted diligence and supported the underwriting process for loans to UHNW clients
• Practice Management – Helped teams optimize their business model and adopt best practices
• Strategy & Execution – Analyzed data from pilot programs and created client-facing materials
Adam earned his B.E. in Mechanical Engineering from Stevens Institute of Technology in 2022 and currently lives in Hoboken, NJ. He is passionate about cars and watches. He holds the Series 7 and Series 66 license designations.
About Megan Stannard
Megan graduated from Elon University with a bachelor’s degree in finance. Megan currently resides in Manhattan and enjoys baking, yoga and spending time with her friends and family.
About Sarah Kasun
About Quinn Coughlin

Contact Ron Basu

Contact Chris Toomey

Contact Rachael Naylor

Contact Matthew Nash

Contact Bart Wyand

Contact Rohil Basu

Contact David Fenning
Corporate & Executive Solutions
Portfolio Insights
Private Wealth Management Podcast
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Wealth Management for Athletes and Entertainers
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
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Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
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Awards Disclosures