James Henkel, CFA
Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director, Founders Specialist
Phone:
(303) 572-4822(303) 572-4822
Morgan Stanley Private Wealth Management
The 1550 Group
James Henkel, CFABruce DiBiaseConor McCallinCarla Scanniello McConnellJerry Mathew, CFAKeith Kulesa, QPFC
Direct:
(303) 572-4891(303) 572-4891
Industry Award WinnerOur Mission Statement
Our goal is to help you protect and enhance your wealth so you can support the people, causes and institutions that add meaning to your life.
Combining elegant and bespoke financial solutions with spectacular client service, our group is there at every step of the way to help you grow your legacy.
Combining elegant and bespoke financial solutions with spectacular client service, our group is there at every step of the way to help you grow your legacy.
Welcome
We understand the need to build a legacy, whether by founding your foundation or by creating your business and seeing it expand. We understand that our clients need to concentrate on their legacies and making sure that they keep growing. The 1550 Group understands your journey and is there for you at every step of the way to provide bespoke solutions to all of your complex problems so that you can concentrate on what matters most.
The 1550 Group is a Barron's and Forbes recognized Denver and Houston based team of seasoned Wealth Management professionals who are proud to serve a selected clientele of highly accomplished executives and entrepreneurs, their family offices and foundations. The group’s goal is to protect and grow their clients’ wealth through complex and tailored solutions while giving the best possible service.
Our commitment extends beyond investment management. As your intermediary, we work with professionals you already have in place from attorneys to CPAs, complementing their resources to provide synergy for your needs—whether that’s designing a trust for future generations, or leveraging assets through commercial opportunities and access to banking and lending services. We then deliver decisive, customized strategies for both your personal and financial journey. You gain access to some of the worlds most seasoned and respected investment professionals, giving you premier traditional and alternative investment solutions.
This is just the beginning, as we believe in building long-term, meaningful relationships by helping you in a multifaceted way. Our formidable support staff will be ready to help you with everything and anything, ensuring that all of your questions are answered promptly and thoroughly. It truly is an honor to work with the business owners, executives, and families that constitute our client base.
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.
The 1550 Group is a Barron's and Forbes recognized Denver and Houston based team of seasoned Wealth Management professionals who are proud to serve a selected clientele of highly accomplished executives and entrepreneurs, their family offices and foundations. The group’s goal is to protect and grow their clients’ wealth through complex and tailored solutions while giving the best possible service.
Our commitment extends beyond investment management. As your intermediary, we work with professionals you already have in place from attorneys to CPAs, complementing their resources to provide synergy for your needs—whether that’s designing a trust for future generations, or leveraging assets through commercial opportunities and access to banking and lending services. We then deliver decisive, customized strategies for both your personal and financial journey. You gain access to some of the worlds most seasoned and respected investment professionals, giving you premier traditional and alternative investment solutions.
This is just the beginning, as we believe in building long-term, meaningful relationships by helping you in a multifaceted way. Our formidable support staff will be ready to help you with everything and anything, ensuring that all of your questions are answered promptly and thoroughly. It truly is an honor to work with the business owners, executives, and families that constitute our client base.
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.
Capabilities
- Family Governance & Wealth Education
- 10b5-(1) Programs
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- Open-Architecture Platform
- Investment Management
- Sustainable & Responsible InvestingFootnote1
- 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 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- 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, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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 St
Suite 600
Denver, CO 80202
US
Direct:
(303) 572-4891(303) 572-4891
845 Texas Ave
Suite 1810
Houston, TX 77002
US
Meet The 1550 Group
Bruce DiBiase
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(303) 572-4824(303) 572-4824
Conor McCallin
Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director
Phone:
(303) 572-4821(303) 572-4821
Carla Scanniello McConnell
Private Wealth Advisor, Senior Vice President, Private Wealth Management, Family Wealth Director, Alternative Investments Director
Phone:
(832) 919-5755(832) 919-5755
Jerry Mathew, CFA
Executive Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director
Phone:
(303) 572-4888(303) 572-4888
Phone:
(303) 925-9848(303) 925-9848
Molly Strenk, CFP®
Chief of Staff
Phone:
(303) 572-4891(303) 572-4891
Kelsey Spalding
Wealth Management Associate
Phone:
(303) 572-4867(303) 572-4867
Nate Osborne
Wealth Management Associate
Phone:
(303) 572-4863(303) 572-4863
Nim Kaur
Registered Client Service Associate
Phone:
(303) 572-4897(303) 572-4897
Sebastian Colsman
Portfolio Management Associate
Phone:
(303) 572-4894(303) 572-4894
Nathan Joy
Wealth Management Analyst
Phone:
(303) 595-2043(303) 595-2043
Lisa Milster
Senior Registered Client Service Associate
Phone:
(303) 925-9740(303) 925-9740
About James Henkel
Jamie Henkel, CFA
Managing Director | Private Wealth Advisor
• Jamie helps founders and business owners coordinate the financial decisions surrounding a business sale or other liquidity event—aligning tax, estate, and investment strategy—so they can convert concentrated business wealth into a long-term plan and portfolio built for what’s next.
• Founding member of The 1550 Group, based in Morgan Stanley’s downtown Denver office
• In the financial industry since 1999; founded The 1550 Group in 2015
Morgan Stanley Designated Founder’s Specialist:
• Specific expertise and experience in helping founders navigate from seed stage to exit
• Helps founders optimize their ownership structure and maximize benefits of QSBS in advance of any transaction
Recognition & Rankings:
• Forbes Top Wealth Advisors in Colorado (2022–2026)
• Forbes Top 1,500 Financial Advisors (2026)
• Barron's Top 1,200 Best-In-State (2023)
• Forbes Top Wealth Management Teams in Colorado (2022–2026)
• Barron’s National Top 250 Wealth Management Teams (2025-2026)
Career Experience:
Previously with JPMorgan Private Bank:
• Oversaw more than $4B of client assets
• Served on the Private Bank’s Opportunistic Investing Committee
• Managed the Analyst and Associate development programs in Denver
• Joined J.P. Morgan in New York City as an Investment Specialist; transferred to the Denver Private Bank office in 2008
Education & Credentials:
• B.S. in Business Administration with concentration in Finance, University of Colorado Boulder
• CFA charter holder
Community & Board Involvement:
• Active with Children’s Hospital Colorado, Jamie and his family have raised over $500k supporting the Center for Cancer and Blood Disorders in honor of his daughter Allie; this support expanded a physical therapy program for children receiving chemotherapy and radiation and helped build a dedicated play-based physical therapy space
• Board member, The Crested Butte Land Trust
• Board member, Housing for Seniors, Inc.
• Served on the advisory board of the University of Colorado Burridge Center for Finance (2014–2018)
Personal:
• Lives in Denver with his wife and three children
• Skier, mountain biker and very average golfer
Disclosures / Sources:
• Forbes Best-In-State Wealth Advisors (2022-2026)
Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC
• Forbes Top 1,500 Financial Advisors Best-In-State (2026)
Source: Forbes.com (Awarded 2023). Data compiled by SHOOK Research LLC
• Barron's Top 1,200 Best-In-State (2023)
Source: Barron's (Awarded May 2023). Data compiled by Barron's
• Forbes Best-In-State Wealth Management Teams (2022-2026)
Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC.
• Barron's Top 250 Private Wealth Management Teams (2025-2026)
Source: Barron's (Awarded May 2025-2026). Data compiled by Barron's
Securities Agent: NY, FL, WY, VA, TN, NC, CT, WA, PA, NJ, DC, AZ, MN, ID, CA, GA, CO, MO, KS, SC, NV, MS, IN, AL, OR, ND, AR, MT, MA, IL, DE, WI, TX, NM, UT, PR, OK, MI, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 837081
Managing Director | Private Wealth Advisor
• Jamie helps founders and business owners coordinate the financial decisions surrounding a business sale or other liquidity event—aligning tax, estate, and investment strategy—so they can convert concentrated business wealth into a long-term plan and portfolio built for what’s next.
• Founding member of The 1550 Group, based in Morgan Stanley’s downtown Denver office
• In the financial industry since 1999; founded The 1550 Group in 2015
Morgan Stanley Designated Founder’s Specialist:
• Specific expertise and experience in helping founders navigate from seed stage to exit
• Helps founders optimize their ownership structure and maximize benefits of QSBS in advance of any transaction
Recognition & Rankings:
• Forbes Top Wealth Advisors in Colorado (2022–2026)
• Forbes Top 1,500 Financial Advisors (2026)
• Barron's Top 1,200 Best-In-State (2023)
• Forbes Top Wealth Management Teams in Colorado (2022–2026)
• Barron’s National Top 250 Wealth Management Teams (2025-2026)
Career Experience:
Previously with JPMorgan Private Bank:
• Oversaw more than $4B of client assets
• Served on the Private Bank’s Opportunistic Investing Committee
• Managed the Analyst and Associate development programs in Denver
• Joined J.P. Morgan in New York City as an Investment Specialist; transferred to the Denver Private Bank office in 2008
Education & Credentials:
• B.S. in Business Administration with concentration in Finance, University of Colorado Boulder
• CFA charter holder
Community & Board Involvement:
• Active with Children’s Hospital Colorado, Jamie and his family have raised over $500k supporting the Center for Cancer and Blood Disorders in honor of his daughter Allie; this support expanded a physical therapy program for children receiving chemotherapy and radiation and helped build a dedicated play-based physical therapy space
• Board member, The Crested Butte Land Trust
• Board member, Housing for Seniors, Inc.
• Served on the advisory board of the University of Colorado Burridge Center for Finance (2014–2018)
Personal:
• Lives in Denver with his wife and three children
• Skier, mountain biker and very average golfer
Disclosures / Sources:
• Forbes Best-In-State Wealth Advisors (2022-2026)
Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC
• Forbes Top 1,500 Financial Advisors Best-In-State (2026)
Source: Forbes.com (Awarded 2023). Data compiled by SHOOK Research LLC
• Barron's Top 1,200 Best-In-State (2023)
Source: Barron's (Awarded May 2023). Data compiled by Barron's
• Forbes Best-In-State Wealth Management Teams (2022-2026)
Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC.
• Barron's Top 250 Private Wealth Management Teams (2025-2026)
Source: Barron's (Awarded May 2025-2026). Data compiled by Barron's
Securities Agent: NY, FL, WY, VA, TN, NC, CT, WA, PA, NJ, DC, AZ, MN, ID, CA, GA, CO, MO, KS, SC, NV, MS, IN, AL, OR, ND, AR, MT, MA, IL, DE, WI, TX, NM, UT, PR, OK, MI, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 837081
Securities Agent: AZ, MO, KS, SC, CA, OH, NV, ND, MS, IN, AL, MT, MA, IL, DE, WI, TX, OR, NM, UT, PR, OK, MI, MD, FL, GA, CO, NH, AR, WY, VA, TN, NY, NC, CT, WA, PA, NJ, DC, MN, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 837081
NMLS#: 837081
About Bruce DiBiase
Bruce DiBiase
Managing Director | Private Wealth Advisor
• Founding member of The 1550 Group, based in Morgan Stanley’s downtown Denver office
• Responsible for the development of highly customized wealth management strategies for entrepreneurs, private foundations, and closely held businesses
• As a senior leader, serves a central role in shaping client strategy, managing investment portfolios, and delivering an exceptional level of client service and engagement
• Known for integrating sophisticated planning with personalized guidance; this approach has supported The 1550 Group’s recognition as one of Forbes and Barron’s Top Wealth Management Teams
• In the financial industry since 1987; founded The 1550 Group in 2015
Recognition & Rankings:
• Forbes Best-In-State Wealth Management Teams in Colorado (2022–2026)
• Barron’s Top 250 Wealth Management Teams (2025-2026)
Career Experience:
• Previously with J.P. Morgan Private Bank and served as a Managing Director and Banker Team Lead and oversaw a team designing and executing comprehensive financial strategies for ultra-high-net-worth clients bringing deep institutional perspective to private wealth
• Institutional Equities, advising buy-side money managers, hedge funds, and pension plans at Bear Stearns and JPMorgan
Education:
• B.S. in Business Administration with a concentration in Finance, Kent State University
Personal:
• Lives in Denver with his wife Jennifer
Disclosures / Sources:
• Forbes Best-In-State Wealth Management Teams (2022-2026)
Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC.
• Barron's Top 250 Private Wealth Management Teams (2025-2026)
Source: Barron's (Awarded May 2025-2026). Data compiled by Barron's
Securities Agent: FL, AR, PA, MD, IL, DC, WA, IN, SC, NM, NC, MI, MA, NV, NE, KS, ID, WY, WI, TN, PR, MO, CA, VA, TX, OK, MT, NY, GA, CT, AL, UT, CO, AZ, MS, OR, NJ, ND, MN, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 822165
Managing Director | Private Wealth Advisor
• Founding member of The 1550 Group, based in Morgan Stanley’s downtown Denver office
• Responsible for the development of highly customized wealth management strategies for entrepreneurs, private foundations, and closely held businesses
• As a senior leader, serves a central role in shaping client strategy, managing investment portfolios, and delivering an exceptional level of client service and engagement
• Known for integrating sophisticated planning with personalized guidance; this approach has supported The 1550 Group’s recognition as one of Forbes and Barron’s Top Wealth Management Teams
• In the financial industry since 1987; founded The 1550 Group in 2015
Recognition & Rankings:
• Forbes Best-In-State Wealth Management Teams in Colorado (2022–2026)
• Barron’s Top 250 Wealth Management Teams (2025-2026)
Career Experience:
• Previously with J.P. Morgan Private Bank and served as a Managing Director and Banker Team Lead and oversaw a team designing and executing comprehensive financial strategies for ultra-high-net-worth clients bringing deep institutional perspective to private wealth
• Institutional Equities, advising buy-side money managers, hedge funds, and pension plans at Bear Stearns and JPMorgan
Education:
• B.S. in Business Administration with a concentration in Finance, Kent State University
Personal:
• Lives in Denver with his wife Jennifer
Disclosures / Sources:
• Forbes Best-In-State Wealth Management Teams (2022-2026)
Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC.
• Barron's Top 250 Private Wealth Management Teams (2025-2026)
Source: Barron's (Awarded May 2025-2026). Data compiled by Barron's
Securities Agent: FL, AR, PA, MD, IL, DC, WA, IN, SC, NM, NC, MI, MA, NV, NE, KS, ID, WY, WI, TN, PR, MO, CA, VA, TX, OK, MT, NY, GA, CT, AL, UT, CO, AZ, MS, OR, NJ, ND, MN, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 822165
Securities Agent: NC, MI, MA, MS, OR, OH, NJ, ND, MN, DE, AR, VA, TX, OK, MT, NY, GA, CT, AL, UT, FL, CO, AZ, PA, MD, IL, DC, NV, NE, KS, ID, WY, WI, TN, PR, MO, CA, WA, IN, SC, NM, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 822165
NMLS#: 822165
About Conor McCallin
Conor McCallin
Managing Director | Private Wealth Advisor
• Founding member of The 1550 Group, based in Morgan Stanley’s downtown Denver office
• Advise entrepreneurs and high-net-worth families on estate planning considerations and wealth transfer strategies, partnering with legal and tax professionals to align planning with long-term legacy goals
• Structure investment and liquidity strategies for founders, including Qualified Small Business Stock planning considerations, to support tax-aware outcomes and concentrated equity risk management
• In the financial industry since 2009; founded The 1550 Group in 2015
Recognition & Rankings:
• Forbes Best-In-State Wealth Management Teams in Colorado (2022–2026)
• Barron’s Top 250 Wealth Management Teams (2025-2026)
Career Experience:
• Previously with J.P. Morgan Private Bank in Denver, responsible for the investment needs of high-net-worth individuals
• Former airline pilot with prior roles as a flight instructor, freight transportation captain, and United Express pilot, primarily serving Washington Dulles and Chicago O’Hare
• Left the airline industry in 2007 to pursue an MBA at Duke University
Education:
• Aeronautical Science, Saint Louis University (Summa Cum Laude)
• Masters in Business Administration, Duke University
Community & Board Involvement:
• Board member, Regis Jesuit High School
• Former Board member, Wings Over the Rockies Air and Space Museum
• Former Board member, Boys Hope Girls Hope
• Mentor to a high school student in the Aurora community
Personal:
• Native of Aurora, Colorado
• Active pilot; enjoys mountain flying in the Rockies, skiing, and international travel
• Lives in Denver with his wife, Heather, and four children
Disclosures / Sources:
• Forbes Best-In-State Wealth Management Teams (2022-2026)
Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC.
• Barron's Top 250 Private Wealth Management Teams (2025-2026)
Source: Barron's (Awarded May 2025-2026). Data compiled by Barron's
Securities Agent: MI, MS, WY, NH, NC, KS, WI, OK, NM, NJ, DE, CA, NY, ME, MD, CT, PR, OH, MN, LA, TN, RI, PA, MO, GA, DC, TX, NV, MT, MA, IA, FL, AZ, AL, ND, OR, IN, ID, CO, HI, UT, SC, IL, AR, WA, VA, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 821723
Managing Director | Private Wealth Advisor
• Founding member of The 1550 Group, based in Morgan Stanley’s downtown Denver office
• Advise entrepreneurs and high-net-worth families on estate planning considerations and wealth transfer strategies, partnering with legal and tax professionals to align planning with long-term legacy goals
• Structure investment and liquidity strategies for founders, including Qualified Small Business Stock planning considerations, to support tax-aware outcomes and concentrated equity risk management
• In the financial industry since 2009; founded The 1550 Group in 2015
Recognition & Rankings:
• Forbes Best-In-State Wealth Management Teams in Colorado (2022–2026)
• Barron’s Top 250 Wealth Management Teams (2025-2026)
Career Experience:
• Previously with J.P. Morgan Private Bank in Denver, responsible for the investment needs of high-net-worth individuals
• Former airline pilot with prior roles as a flight instructor, freight transportation captain, and United Express pilot, primarily serving Washington Dulles and Chicago O’Hare
• Left the airline industry in 2007 to pursue an MBA at Duke University
Education:
• Aeronautical Science, Saint Louis University (Summa Cum Laude)
• Masters in Business Administration, Duke University
Community & Board Involvement:
• Board member, Regis Jesuit High School
• Former Board member, Wings Over the Rockies Air and Space Museum
• Former Board member, Boys Hope Girls Hope
• Mentor to a high school student in the Aurora community
Personal:
• Native of Aurora, Colorado
• Active pilot; enjoys mountain flying in the Rockies, skiing, and international travel
• Lives in Denver with his wife, Heather, and four children
Disclosures / Sources:
• Forbes Best-In-State Wealth Management Teams (2022-2026)
Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC.
• Barron's Top 250 Private Wealth Management Teams (2025-2026)
Source: Barron's (Awarded May 2025-2026). Data compiled by Barron's
Securities Agent: MI, MS, WY, NH, NC, KS, WI, OK, NM, NJ, DE, CA, NY, ME, MD, CT, PR, OH, MN, LA, TN, RI, PA, MO, GA, DC, TX, NV, MT, MA, IA, FL, AZ, AL, ND, OR, IN, ID, CO, HI, UT, SC, IL, AR, WA, VA, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 821723
Securities Agent: MI, MS, WY, NH, NC, KS, WI, OK, NM, NJ, DE, CA, NY, ME, MD, CT, PR, OH, MN, LA, TN, RI, PA, MO, GA, DC, TX, NV, MT, MA, IA, FL, AZ, AL, ND, OR, IN, ID, CO, HI, UT, SC, IL, AR, WA, VA, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 821723
NMLS#: 821723
About Carla Scanniello McConnell
Carla McConnell
Senior Vice President | Private Wealth Advisor
• Founding member of The 1550 Group, based in Morgan Stanley’s Houston office
• Specializes in working with founders of fast-growing, privately held companies – particularly in the years leading up to major liquidity events (e.g., M&A, IPOs)
• Helps entrepreneurs structure estate and ownership strategies early to maximize long-term tax savings and efficiently transfer wealth
• Designs and implements highly customized, strategic wealth plans for executives, entrepreneurs, and multigenerational families with complex financial needs
Recognition & Rankings:
• Forbes Best-In-State Wealth Advisors in Texas (2026)
• Forbes Top Next-Gen Wealth Advisors in Texas (2022–2025)
• Forbes Top Women Wealth Advisors in Texas (2023–2026)
• Forbes Best-In-State Wealth Management Teams in Colorado (2022–2026)
• Barron’s Top 250 Wealth Management Teams (2025-2026)
Career Experience:
• Former Private Banker at J.P. Morgan, advising Colorado-based families on holistic wealth strategies
• Early career in Corporate Finance at PetSmart Inc., working directly with the CFO and senior leadership
Education & Leadership:
• Graduated with honors in Finance from Arizona State University, W.P. Carey School of Business
• Four-year Division I student-athlete and team captain, ASU women’s soccer (Pac-12 Conference)
• Co-Chair of WILD (Women in Leadership and Development), a network of successful business leaders
• Leadership Council member, Denver Zoo
• Mentor to undergraduate students at the University of Colorado’s Leeds School of Business
• Member of the Houston area Women’s Advisory Council for Morgan Stanley
Personal:
• Splits time between Houston and Denver with her family, her husband Tom and daughter Sophia
• Passionate about the outdoors, international travel, and competitive golf
• 2x Ladies Club Champion at The Clubs at Houston Oaks
Disclosures / Sources:
• Forbes Best-In-State Wealth Advisors (2026)
Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC
• Top Next-Gen Wealth Advisors Best-in-State (2022-2025)
Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC.
• Forbes Top Women Wealth Advisors Best-In-State (2023- 2026)
Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC.
• Forbes Best-In-State Wealth Management Teams (2022-2026)
Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC.
• Barron's Top 250 Private Wealth Management Teams (2025-2026)
Source: Barron's (Awarded May 2025-2026). Data compiled by Barron's
Securities Agent: OR, MN, WY, NE, MT, ID, VA, ND, MI, MD, IL, HI, WI, WA, OK, NM, MS, MO, NY, NC, DC, CA, AR, TX, TN, MA, IN, CT, AL, PR, PA, DE, NJ, GA, FL, CO, KS, AZ, UT, SC, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 943061
Senior Vice President | Private Wealth Advisor
• Founding member of The 1550 Group, based in Morgan Stanley’s Houston office
• Specializes in working with founders of fast-growing, privately held companies – particularly in the years leading up to major liquidity events (e.g., M&A, IPOs)
• Helps entrepreneurs structure estate and ownership strategies early to maximize long-term tax savings and efficiently transfer wealth
• Designs and implements highly customized, strategic wealth plans for executives, entrepreneurs, and multigenerational families with complex financial needs
Recognition & Rankings:
• Forbes Best-In-State Wealth Advisors in Texas (2026)
• Forbes Top Next-Gen Wealth Advisors in Texas (2022–2025)
• Forbes Top Women Wealth Advisors in Texas (2023–2026)
• Forbes Best-In-State Wealth Management Teams in Colorado (2022–2026)
• Barron’s Top 250 Wealth Management Teams (2025-2026)
Career Experience:
• Former Private Banker at J.P. Morgan, advising Colorado-based families on holistic wealth strategies
• Early career in Corporate Finance at PetSmart Inc., working directly with the CFO and senior leadership
Education & Leadership:
• Graduated with honors in Finance from Arizona State University, W.P. Carey School of Business
• Four-year Division I student-athlete and team captain, ASU women’s soccer (Pac-12 Conference)
• Co-Chair of WILD (Women in Leadership and Development), a network of successful business leaders
• Leadership Council member, Denver Zoo
• Mentor to undergraduate students at the University of Colorado’s Leeds School of Business
• Member of the Houston area Women’s Advisory Council for Morgan Stanley
Personal:
• Splits time between Houston and Denver with her family, her husband Tom and daughter Sophia
• Passionate about the outdoors, international travel, and competitive golf
• 2x Ladies Club Champion at The Clubs at Houston Oaks
Disclosures / Sources:
• Forbes Best-In-State Wealth Advisors (2026)
Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC
• Top Next-Gen Wealth Advisors Best-in-State (2022-2025)
Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC.
• Forbes Top Women Wealth Advisors Best-In-State (2023- 2026)
Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC.
• Forbes Best-In-State Wealth Management Teams (2022-2026)
Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC.
• Barron's Top 250 Private Wealth Management Teams (2025-2026)
Source: Barron's (Awarded May 2025-2026). Data compiled by Barron's
Securities Agent: OR, MN, WY, NE, MT, ID, VA, ND, MI, MD, IL, HI, WI, WA, OK, NM, MS, MO, NY, NC, DC, CA, AR, TX, TN, MA, IN, CT, AL, PR, PA, DE, NJ, GA, FL, CO, KS, AZ, UT, SC, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 943061
Securities Agent: NM, MS, MO, UT, SC, NV, MN, PR, PA, DE, OR, NJ, GA, FL, CO, OH, KS, AZ, NY, NC, DC, CA, AR, TX, TN, MA, NH, IN, CT, AL, WY, NE, MT, ID, VA, ND, MI, MD, IL, HI, WI, WA, OK; General Securities Representative; Investment Advisor Representative
NMLS#: 943061
NMLS#: 943061
About Jerry Mathew
Jerry Mathew
Executive Director | Private Wealth Advisor
• Executive Director with Morgan Stanley Private Wealth Management, advising clients across varies aspects of their balance sheet
• Areas of concentration include investment management, execution of opportunistic investment ideas, and liability management
• Focuses on designing and implementing highly customized, strategic wealth plans for executives, entrepreneurs, and multigenerational families with complex financial needs
• Joined The 1550 Group in 2020
Recognition & Rankings:
• Forbes Best-In-State Wealth Management Teams in Colorado (2022–2026)
• Barron’s Top 250 Wealth Management Teams (2025-2026)
Career Experience:
• Prior to Morgan Stanley, spent a decade with J.P. Morgan Private Bank, beginning in London covering clients in the UK, Germany, Scandinavia, and the Middle East, and later moving to Denver in 2013 to cover clients across the Rockies while overseeing more than $2.5 billion in client assets
• Earlier experience at an Austrian government agency focused on funding start-ups and small and medium-sized enterprises
Education & Credentials:
• BSc in Accounting and Finance, London School of Economics (2010)
• CFA charter holder
Personal:
• Originally from Vienna, Austria
• Lives in Denver with his wife, Kristin, two children, and bernedoodle, Finley
Disclosures / Sources:
• Forbes Best-In-State Wealth Management Teams (2022-2026)
Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC.
• Barron's Top 250 Private Wealth Management Teams (2025-2026)
Source: Barron's (Awarded May 2025-2026). Data compiled by Barron's
Securities Agent: AL, SC, OK, NV, NJ, AZ, OR, NM, PA, MD, IN, NY, VA, MS, MI, WI, DE, WY, UT, NC, MT, MO, KS, TX, FL, WA, TN, MA, IL, ID, CT, CA, PR, ND, GA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1103706
Executive Director | Private Wealth Advisor
• Executive Director with Morgan Stanley Private Wealth Management, advising clients across varies aspects of their balance sheet
• Areas of concentration include investment management, execution of opportunistic investment ideas, and liability management
• Focuses on designing and implementing highly customized, strategic wealth plans for executives, entrepreneurs, and multigenerational families with complex financial needs
• Joined The 1550 Group in 2020
Recognition & Rankings:
• Forbes Best-In-State Wealth Management Teams in Colorado (2022–2026)
• Barron’s Top 250 Wealth Management Teams (2025-2026)
Career Experience:
• Prior to Morgan Stanley, spent a decade with J.P. Morgan Private Bank, beginning in London covering clients in the UK, Germany, Scandinavia, and the Middle East, and later moving to Denver in 2013 to cover clients across the Rockies while overseeing more than $2.5 billion in client assets
• Earlier experience at an Austrian government agency focused on funding start-ups and small and medium-sized enterprises
Education & Credentials:
• BSc in Accounting and Finance, London School of Economics (2010)
• CFA charter holder
Personal:
• Originally from Vienna, Austria
• Lives in Denver with his wife, Kristin, two children, and bernedoodle, Finley
Disclosures / Sources:
• Forbes Best-In-State Wealth Management Teams (2022-2026)
Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC.
• Barron's Top 250 Private Wealth Management Teams (2025-2026)
Source: Barron's (Awarded May 2025-2026). Data compiled by Barron's
Securities Agent: AL, SC, OK, NV, NJ, AZ, OR, NM, PA, MD, IN, NY, VA, MS, MI, WI, DE, WY, UT, NC, MT, MO, KS, TX, FL, WA, TN, MA, IL, ID, CT, CA, PR, ND, GA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1103706
Securities Agent: DE, PR, ND, GA, CO, AL, SC, OK, OH, NV, NJ, AZ, OR, NM, PA, MD, IN, WY, UT, NC, MT, MO, KS, TX, FL, WA, TN, MA, IL, ID, CT, CA, NY, NH, VA, MS, MI, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1103706
NMLS#: 1103706
About Me
Keith Kulesa
Executive Director, Financial Advisor
Develops personalized, strategic advice to address the complex needs of individuals with substantial wealth.
Offers clients a broad range of services, including portfolio management, retirement income planning, stock option analysis, 10b5-1 planning, hedging and monetization of concentrated equity positions, lending solutions, life insurance analysis, and a full complement of wealth preservation and transfer strategies.
Joined Morgan Stanley after working for 22 years at Merrill Lynch. Prior to Merrill, he worked in the Private Client Services group at Goldman Sachs & Co, both domestically and internationally.
Career Experience:
• NationsBank Investment Banking - Corporate Finance
• First Chicago Capital Markets – Trading Floor
• Goldman Sachs & Co – Private Client Services (Domestic and International)
• Merrill Lynch Wealth Management
Education & Credentials:
• BS – Finance, The University of Virginia
• MBA – Finance, The University of Chicago (Class President)
Community & Board Involvement:
• Previous Board Member, Denver School of Science and Technology
• Active with HEAF, program for children in Harlem, NY trying to attend college
Personal:
• Lived in the Canary Islands, Spain for a year and is fluent in Spanish.
• Avid baseball fan and loves to golf, ski, scuba dive, and mountain bike
• Skied the Aiguille du Midi / Mont Blanc – Chamonix, France
Executive Director, Financial Advisor
Develops personalized, strategic advice to address the complex needs of individuals with substantial wealth.
Offers clients a broad range of services, including portfolio management, retirement income planning, stock option analysis, 10b5-1 planning, hedging and monetization of concentrated equity positions, lending solutions, life insurance analysis, and a full complement of wealth preservation and transfer strategies.
Joined Morgan Stanley after working for 22 years at Merrill Lynch. Prior to Merrill, he worked in the Private Client Services group at Goldman Sachs & Co, both domestically and internationally.
Career Experience:
• NationsBank Investment Banking - Corporate Finance
• First Chicago Capital Markets – Trading Floor
• Goldman Sachs & Co – Private Client Services (Domestic and International)
• Merrill Lynch Wealth Management
Education & Credentials:
• BS – Finance, The University of Virginia
• MBA – Finance, The University of Chicago (Class President)
Community & Board Involvement:
• Previous Board Member, Denver School of Science and Technology
• Active with HEAF, program for children in Harlem, NY trying to attend college
Personal:
• Lived in the Canary Islands, Spain for a year and is fluent in Spanish.
• Avid baseball fan and loves to golf, ski, scuba dive, and mountain bike
• Skied the Aiguille du Midi / Mont Blanc – Chamonix, France
Securities Agent: AZ, OR, IN, MA, SC, ID, GA, PA, OK, NY, NJ, ND, MO, WI, WA, KS, CO, TX, IL, UT, NM, FL, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 515698
NMLS#: 515698
About Molly Strenk
Molly Strenk
Chief of Staff | Morgan Stanley Private Wealth Management
• Chief of Staff with The 1550 Group at Morgan Stanley Private Wealth Management
• Oversees the team’s support professionals and service model and is responsible for team operations management
• Serves as a liaison to the team’s base of high-net-worth individuals and family offices providing exceptional service onboarding new clients, resolving client inquiries, and delivering personalized solutions to meet client’s complex needs
• Joined The 1550 Group in 2019
Career Experience:
• Private Wealth Management at William Blair & Company in Chicago
Education & Credentials:
• B.A. in Art and Art History, Colgate University (Magna Cum Laude)
• Licenses/designations: Series 7, Series 66, and CERTIFIED FINANCIAL PLANNER™ (CFP®) *Disclaimer This role cannot solicit or provide investment advice
Personal:
• Lives in Denver
• Enjoys art, recreating in the mountains, golfing, and Cubs games
Chief of Staff | Morgan Stanley Private Wealth Management
• Chief of Staff with The 1550 Group at Morgan Stanley Private Wealth Management
• Oversees the team’s support professionals and service model and is responsible for team operations management
• Serves as a liaison to the team’s base of high-net-worth individuals and family offices providing exceptional service onboarding new clients, resolving client inquiries, and delivering personalized solutions to meet client’s complex needs
• Joined The 1550 Group in 2019
Career Experience:
• Private Wealth Management at William Blair & Company in Chicago
Education & Credentials:
• B.A. in Art and Art History, Colgate University (Magna Cum Laude)
• Licenses/designations: Series 7, Series 66, and CERTIFIED FINANCIAL PLANNER™ (CFP®) *Disclaimer This role cannot solicit or provide investment advice
Personal:
• Lives in Denver
• Enjoys art, recreating in the mountains, golfing, and Cubs games
About Kelsey Spalding
Kelsey Spalding
Wealth Management Associate | Morgan Stanley Private Wealth Management
• Enhances client experience by providing exceptional customer service and supporting branch functions
• Assists in safeguarding client assets and provides administrative and operational support to Financial Advisors
• Support executive-level regulatory and reporting needs, ensuring processes align with insider trading requirements and firm controls
• Manage end-to-end Rule 144 transaction support for executive/insider clients, including intake, required information gathering, and coordination through the Restricted Stock Advisor (RSA) workflow
• Obtain, verify, and document required corporate pre-clearance and participant authorizations (including E-Authorization/CIK-CCC validation and corporate approval capture) prior to execution
• Joined The 1550 Group in 2020
Career Experience:
• Cosmetologist for five years, where she developed a strong passion for customer service
Education & Credentials:
• B.S. in Business Administration with concentration in Finance, University of Colorado Denver (Summa Cum Laude)
• Licenses: Series 7 and Series 66
Personal:
• Colorado native; enjoys skiing, hiking, and camping
• Lives in Castle Rock, Colorado with her husband, Scott, sons Vincent and Wes, and German Shepherd, Birdie
Wealth Management Associate | Morgan Stanley Private Wealth Management
• Enhances client experience by providing exceptional customer service and supporting branch functions
• Assists in safeguarding client assets and provides administrative and operational support to Financial Advisors
• Support executive-level regulatory and reporting needs, ensuring processes align with insider trading requirements and firm controls
• Manage end-to-end Rule 144 transaction support for executive/insider clients, including intake, required information gathering, and coordination through the Restricted Stock Advisor (RSA) workflow
• Obtain, verify, and document required corporate pre-clearance and participant authorizations (including E-Authorization/CIK-CCC validation and corporate approval capture) prior to execution
• Joined The 1550 Group in 2020
Career Experience:
• Cosmetologist for five years, where she developed a strong passion for customer service
Education & Credentials:
• B.S. in Business Administration with concentration in Finance, University of Colorado Denver (Summa Cum Laude)
• Licenses: Series 7 and Series 66
Personal:
• Colorado native; enjoys skiing, hiking, and camping
• Lives in Castle Rock, Colorado with her husband, Scott, sons Vincent and Wes, and German Shepherd, Birdie
About Nate Osborne
Nate Osborne
Wealth Management Associate | Morgan Stanley Private Wealth Management
• Manages end-to-end client reporting for the team, producing deliverables across performance, holdings, allocation, and cash flow reporting
• Serves as the team’s Addepar administrator and translates advisor and client needs into reporting solutions by configuring portfolios, entities, benchmarks, and reporting packages
• Joined The 1550 Group in 2019
Career Experience:
• Financial Advisor at Merrill Lynch in Boston
Education & Credentials:
• B.S. in Business Administration, Anisfield School of Business
• Licenses: Series 7 and Series 66
Personal:
• Lives in Evergreen, Colorado; grew up in New Jersey
• Enjoys snowboarding, fly-fishing, golfing, and attending sporting outings
Wealth Management Associate | Morgan Stanley Private Wealth Management
• Manages end-to-end client reporting for the team, producing deliverables across performance, holdings, allocation, and cash flow reporting
• Serves as the team’s Addepar administrator and translates advisor and client needs into reporting solutions by configuring portfolios, entities, benchmarks, and reporting packages
• Joined The 1550 Group in 2019
Career Experience:
• Financial Advisor at Merrill Lynch in Boston
Education & Credentials:
• B.S. in Business Administration, Anisfield School of Business
• Licenses: Series 7 and Series 66
Personal:
• Lives in Evergreen, Colorado; grew up in New Jersey
• Enjoys snowboarding, fly-fishing, golfing, and attending sporting outings
About Nim Kaur
Nim Kaur
PWM Registered Client Service Associate | Morgan Stanley Private Wealth Management
• Helps coordinate client onboarding, account maintenance, and service requests to support a seamless experience with a client-first mindset
• Serves as a proactive, client-focused point of contact for clients and internal partners, ensuring timely execution, clear communication, and strong attention to detail
Career Experience:
• Charles Schwab and Spectrum in technology management and business analysis
Education & Credentials:
• B.S. in Business Administration with concentration in Marketing and Finance, Colorado State University
• Licenses: Series 7 and Series 66
Personal:
• Lives in Aurora, Colorado; originally from Northern Virginia
• Enjoys hiking, golfing, weightlifting, and playing sports
PWM Registered Client Service Associate | Morgan Stanley Private Wealth Management
• Helps coordinate client onboarding, account maintenance, and service requests to support a seamless experience with a client-first mindset
• Serves as a proactive, client-focused point of contact for clients and internal partners, ensuring timely execution, clear communication, and strong attention to detail
Career Experience:
• Charles Schwab and Spectrum in technology management and business analysis
Education & Credentials:
• B.S. in Business Administration with concentration in Marketing and Finance, Colorado State University
• Licenses: Series 7 and Series 66
Personal:
• Lives in Aurora, Colorado; originally from Northern Virginia
• Enjoys hiking, golfing, weightlifting, and playing sports
About Sebastian Colsman
Sebastian Colsman
Portfolio Management Associate | Morgan Stanley Private Wealth Management
• Responsible for investment research and portfolio analytics utilizing Morgan Stanley’s extensive tools and resources
• Helps the team deploy client capital to achieve long-term risk and return targets
• Assists family offices and clients with self-directed and opportunistic strategies, leveraging the firm’s best thinking and research
Career Experience:
• Worked at JPMorganChase in the Investment Bank’s Institutional Shareholder Services team while pursuing graduate studies in Frankfurt, Germany
• Financial Analyst at Johnson & Johnson
Education & Credentials:
• Master of Finance, Frankfurt School of Finance & Management (Frankfurt, Germany)
• B.S. in Finance and minor in Music Performance (cello), Butler University
• Regis Jesuit High School alumnus
• Licenses: Series 7 and Series 66
Personal:
• Dual German-American citizen; fluent German speaker
• Enjoys skiing, soccer, basketball, pickleball, squash, and playing cello
• Volunteers with the Denver Rescue Mission and other community organizations
• Passionate Denver-area native supporting all CO sports teams, including being a Colorado Rapids season ticketholder
Portfolio Management Associate | Morgan Stanley Private Wealth Management
• Responsible for investment research and portfolio analytics utilizing Morgan Stanley’s extensive tools and resources
• Helps the team deploy client capital to achieve long-term risk and return targets
• Assists family offices and clients with self-directed and opportunistic strategies, leveraging the firm’s best thinking and research
Career Experience:
• Worked at JPMorganChase in the Investment Bank’s Institutional Shareholder Services team while pursuing graduate studies in Frankfurt, Germany
• Financial Analyst at Johnson & Johnson
Education & Credentials:
• Master of Finance, Frankfurt School of Finance & Management (Frankfurt, Germany)
• B.S. in Finance and minor in Music Performance (cello), Butler University
• Regis Jesuit High School alumnus
• Licenses: Series 7 and Series 66
Personal:
• Dual German-American citizen; fluent German speaker
• Enjoys skiing, soccer, basketball, pickleball, squash, and playing cello
• Volunteers with the Denver Rescue Mission and other community organizations
• Passionate Denver-area native supporting all CO sports teams, including being a Colorado Rapids season ticketholder
About Nathan Joy
Nathan Joy
Wealth Management Analyst | Morgan Stanley Private Wealth Management
•Supports portfolio allocation, implementation, and ongoing oversight to keep client portfolios aligned with investment objectives
•Assists team in investment research, and serve as an expert and team resource on client portfolios and positioning
•Monitors client portfolios for allocation changes, cash flows, and asset class rebalancing
Career Experience:
•Portfolio Associate for UBS’ Corporate Cash Management Group in Chicago
Education & Credentials:
•B.S. in Finance and a minor in Economics, University of Northern Iowa
•Licenses: Series 7 and Series 66
Personal:
•Lives in Denver, previously lived in Chicago and grew up in Iowa
•Enjoys hiking, snowboarding, tennis, playing bassoon, and travel
•Passionate Minnesota Vikings fan
Wealth Management Analyst | Morgan Stanley Private Wealth Management
•Supports portfolio allocation, implementation, and ongoing oversight to keep client portfolios aligned with investment objectives
•Assists team in investment research, and serve as an expert and team resource on client portfolios and positioning
•Monitors client portfolios for allocation changes, cash flows, and asset class rebalancing
Career Experience:
•Portfolio Associate for UBS’ Corporate Cash Management Group in Chicago
Education & Credentials:
•B.S. in Finance and a minor in Economics, University of Northern Iowa
•Licenses: Series 7 and Series 66
Personal:
•Lives in Denver, previously lived in Chicago and grew up in Iowa
•Enjoys hiking, snowboarding, tennis, playing bassoon, and travel
•Passionate Minnesota Vikings fan
About Lisa Milster
Lisa Milster
Senior Registered Client Service Associate
•Build trusted client relationships by delivering responsive, personalized service and anticipating client needs
• Safeguard client assets by ensuring transactions, account maintenance and documentation are accurate and compliant
•Manage complex account operations, including new accounts, asset transfers, banking services, and unsolicited trade processing
•Support Financial Advisors by coordinating client requests, resolving operational issues and ensuring a seamless and exceptional client experience
Career Experience:
•A.G. Edwards; UBS; Merrill Lynch, Morgan Stanley
Education & Credentials:
•Laramie County Community College - 1980
•Licenses: Series 7, 63, 66
Personal:
•Lives in Parker, CO, 2 children and 2 grandsons
•Supporting our Military, puzzles, reading, travel
Senior Registered Client Service Associate
•Build trusted client relationships by delivering responsive, personalized service and anticipating client needs
• Safeguard client assets by ensuring transactions, account maintenance and documentation are accurate and compliant
•Manage complex account operations, including new accounts, asset transfers, banking services, and unsolicited trade processing
•Support Financial Advisors by coordinating client requests, resolving operational issues and ensuring a seamless and exceptional client experience
Career Experience:
•A.G. Edwards; UBS; Merrill Lynch, Morgan Stanley
Education & Credentials:
•Laramie County Community College - 1980
•Licenses: Series 7, 63, 66
Personal:
•Lives in Parker, CO, 2 children and 2 grandsons
•Supporting our Military, puzzles, reading, travel
Contact James Henkel
Contact Bruce DiBiase
Contact Conor McCallin
Contact Carla Scanniello McConnell
Contact Jerry Mathew
Contact Keith Kulesa
Awards and Recognition
Barron's Top 250 Private Wealth Management Teams
2025-2026 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded April 2025-2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Forbes Best-In-State Wealth Management Teams
2022-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
2022-2026 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Barron's Top 1,500 Financial Advisors: State-by-State
Barron's Top 1,500 Financial Advisors: State-by-State Source: barrons.com (Awarded Mar 2026) Data compiled by Barron's for the period October 2024 - September 2025.
Forbes Top Next-Gen Wealth Advisors Best-In-State
2022-2026 Forbes Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (Awarded 2022-2026). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Barron's Top 1,200 Financial Advisors: State-by-State
Barron's Top 1,200 Financial Advisors: State-by-State Source: barrons.com (Awarded Mar 2023) Data compiled by Barron's based on time period from Sept 2021 - Sept 2022.
6
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- 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
PWM Leadership Insights & Outcomes
Article Image
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.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
CRC 4677197 (7/2025)
