Welcome

Welcome to the 1550 Group at Morgan Stanley Private Wealth Management.

We will help you address the challenges and complexities of wealth so you can accomplish the things in life that are essential to you.  We couple more than five decades of experience* - serving many of the world's most prominent entrepreneurs, executives, families, and foundations - with Morgan Stanley's strength, stature and resources in the global financial industry.

Why we’re different: we have created a broad suite of resources that drive our investment strategy and assist with implementation. By combining our individual talents into a cohesive team, we seek to provide our clients with comprehensive, custom-tailored solutions. With the addition of our Morgan Stanley relationship, it's a winning combination.  In short, we make complexity simple.

We are unfailingly committed to the clients we serve and bring true passion to every relationship we have.  We welcome the opportunity to help you address your most complex investment needs.

*Team Member Experience: Bruce DiBiase, 32 years; Jamie Henkel, 19 years; Conor McCallin, 10 years; Carla McConnell, 9 years.
Capabilities
  • Family Governance & Wealth Education
  • 10b5-(1) Programs
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Open-Architecture Platform
  • Investment Management
  • Sustainable & Responsible Investing
  • Risk Management
  • Hedging Strategies
  • Philanthropy Management
Check the background of Our Firm and Investment Professionals 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.

Location

1550 Market Street
Suite 600
Denver, CO 80202
US
Direct:
(303) 572-4827(303) 572-4827

Meet The 1550 Group

About Me

Bruce is a Managing Director with Morgan Stanley Private Wealth Management, and a founding member of The 1550 Group, a five person team based in Morgan Stanley’s downtown Denver, Colorado office. Bruce and his team are responsible for developing customized wealth management solutions for entrepreneurs, venture capitalists, private foundations and endowments, and closely held businesses. As a senior member, Bruce plays an essential role in all aspects of the team’s business. His key areas of concentration include investment management, portfolio construction, alternative investments and liability management. He has been in the financial industry for 30 years and joined Morgan Stanley in 2015.

Originally from Ohio, Bruce graduated from Kent State University in 1987 earning a B.S. in Business Administration with a concentration in Finance. Prior to his transition to wealth management in 2009 Bruce began his career in Institutional Equities where he spent the majority of his time at Bear Stearns and J.P. Morgan advising his large mutual fund, hedge fund and pension clients on portfolio construction decisions. At J.P. Morgan’s Private Bank, Bruce was a Managing Director and Banker Team Lead for a six person group of investment professionals responsible for their client’s strategic financial plans including investment management, liability management, access to personal banking services, as well as legacy and generational planning.

Bruce lives in Denver, Colorado with his wife Jennifer and their three children.
Securities Agent: TX, CO, WY, VA, UT, SC, RI, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MI, MA, KS, IL, ID, IA, HI, GA, FL, DE, CT, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 822165

About Me

Jamie is an Executive Director where he is responsible for implementing and managing client portfolios in addition to assisting self-directed clients in the execution of opportunistic investment strategies. He is a founding member of the 1550 Group based in Morgan Stanley’s downtown Denver, Colorado office. He has been in the financial industry for 19 years and joined Morgan Stanley in 2015.

Previously Jamie was with JPMorgan’s Private Bank where he oversaw more than $4B of client assets, served as a member of the Private Bank’s Opportunistic Investing Committee and managed both the Analyst and Associate development programs in Denver. Jamie joined J.P. Morgan in New York City as an Investment Specialist and transferred to the Private Bank office in Denver in 2008.

He is a CFA charter holder and received his B.S. in Business Administration with a Finance emphasis from the University of Colorado, Boulder where he served on the advisory board of the Burridge Center for Finance from 2014 until 2018.

Jamie lives in Denver with his wife and two daughters.
Securities Agent: TX, CO, WY, VA, UT, SC, RI, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MI, MA, KS, IL, ID, IA, HI, GA, FL, DE, CT, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 837081

About Me

Conor is a Senior Vice President at Morgan Stanley Private Wealth Management, where he is responsible for the overall client experience in terms of investment performance, execution and service. He is a founding member of The 1550 Group, a five person team based in Morgan Stanley’s downtown Denver, Colorado office. He has been in the financial industry for 9 years and joined Morgan Stanley in 2015.

Conor is a native of Aurora, Colorado. A former airline pilot, Conor studied Aeronautical Science at Saint Louis University, where he graduated Summa Cum Laude. He was a flight instructor, a Captain for a freight transportation company, and finally an airline pilot for United Express, serving mainly Washington’s Dulles airport and Chicago O’Hare.

Conor left the airline industry in 2007 to pursue his MBA at Duke University. Upon graduation, Conor joined the J.P. Morgan Private Bank in Denver, where he was responsible for the investment needs of high net worth individuals. Conor joined Morgan Stanley in 2015, along with his colleagues Bruce DiBiase, James Henkel and Carla McConnell.

Conor is on the board of Regis Jesuit High School, Wings over the Rockies Air and Space Museum, and Boys Hope Girls Hope. He is a mentor for a high school student in the Aurora community, and is active with Arrupe Jesuit High School.

Conor is an active pilot and enjoys mountain flying in the Rockies, as well as skiing and traveling internationally with his wife, Heather.
Securities Agent: TX, CO, WY, VA, UT, SC, RI, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MI, MA, KS, IL, ID, IA, HI, GA, FL, DE, CT, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 821723

About Me

Carla is a Vice President where she works in coordinated effort with her team in creating and implementing highly customized, strategic wealth planning strategies on behalf of executives, entrepreneurs and families who require comprehensive and sophisticated investment advice. She is a founding member of The 1550 Group, a five person team based in Morgan Stanley’s downtown Denver, Colorado office. She has been in the financial industry for 9 years and joined Morgan Stanley in 2015.

Prior to joining Morgan Stanley, Carla was with J.P. Morgan’s Private Bank where she worked with individuals and families throughout Colorado on developing comprehensive wealth plans. Before J.P. Morgan, Carla worked closely with the CFO in the Corporate Finance group for PetSmart Inc.
She graduated with honors in Finance from Arizona State University, W.P. Carey School of Business. She also spent four years representing her university in the Pacific 12 conference as the captain on the Division I women’s soccer team.

Carla serves on numerous boards in the community including Co-Chair of WILD, a network of successful business leaders, and a member of the Leadership Council for the Denver Zoo. Additionally, Carla spends her time mentoring undergraduate students at the University of Colorado Leeds School of Business.

Carla was born in Boulder and grew up as an avid CU Buffs fan. As a Colorado native, she enjoys the outdoors, playing competitive soccer and golf, and traveling the world. She lives in Denver with her husband, Tom and their furry, four-legged daughter, Dixie (a German Shepherd).
Securities Agent: TX, CO, WY, VA, UT, SC, RI, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MI, MA, KS, IL, ID, IA, HI, GA, FL, DE, CT, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 943061

About Me

Margaux is a Registered Associate with Morgan Stanley Private Wealth Management. She is responsible for helping manage client accounts, day to day inquiries and trading as well as serving as a liaison to the team’s base of high net worth individuals and family offices. She has been in the financial industry for 10 years and joined Morgan Stanley in 2015.

Prior to joining Morgan Stanley, Margaux was with Barclays in Washington, DC, where she served as a Senior Analyst for a team with approximately 80 accounts, and assets under management of $1.4 billion.

Margaux graduated with her B.S.B.A. in International Business from the University of Denver. She received scholarships and academic awards as a member of the University of Denver Division I Women’s Soccer Team.

Margaux is a member of the Third Way Center Young Professionals Board in Denver and has volunteered extensively across the country as well as internationally.

As a Colorado native, Margaux enjoys the outdoors, mountaineering, yoga and Broncos games. She lives in Denver with her husband, Patrick and large yellow lab, Wally. Margaux’s licenses include Series 7, 66 and 3.

About Me

Molly is a Registered Associate with Morgan Stanley Private Wealth Management. She is responsible for helping facilitate client onboarding, performance reporting, day to day inquiries and trading as well as serving as a liaison to the team’s base of high net worth individuals and family offices. She has been in the financial industry since 2011 and joined Morgan Stanley in 2019.

Prior to joining Morgan Stanley, Molly was with William Blair and Company in Chicago, where she worked on a team developing and delivering customized financial plans to individuals and families.

Molly graduated Magna Cum Laude with her B.A. in Art and Art History from Colgate University. She lives in Denver and enjoys art, golfing, recreating in the mountains, and Cubs games. Molly’s licenses include Series 7, 66, and a CERTIFIED FINANCIAL PLANNER™ designation.
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