Bruce DiBiase
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(303) 572-4824(303) 572-4824
Morgan Stanley Private Wealth Management
The 1550 Group
Our 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 Denver and Houston team of seasoned Wealth Management professionals with over 100 years of combined experience 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 has been named to numerous rankings, including Forbes Top Wealth Management Teams in Colorado (2025, 2023), Forbes Top Wealth Advisors in Colorado (2022), Forbes Top Next-Gen Wealth Advisors in Texas (2022), and Forbes Top Women Wealth Advisors in Texas (2023).
*Team Member Experience: Bruce DiBiase, 38 years; Jamie Henkel, 25 years; Conor McCallin, 16 years; Carla McConnell, 15 years; Jerry Mathew, 15 years.
Forbes Best-In-State Wealth Management Teams (2022- 2025)
Source: Forbes.com. Data compiled by SHOOK Research LLC.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (2022)
Source: Forbes.com. Data compiled by SHOOK Research LLC.
Forbes Best-In-State Wealth Advisors (2022)
Source: Forbes.com. Data compiled by SHOOK Research LLC.
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State (2023- 2025)
Source: Forbes.com. Data compiled by SHOOK Research LLC.
The 1550 Group is a Denver and Houston team of seasoned Wealth Management professionals with over 100 years of combined experience 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 has been named to numerous rankings, including Forbes Top Wealth Management Teams in Colorado (2025, 2023), Forbes Top Wealth Advisors in Colorado (2022), Forbes Top Next-Gen Wealth Advisors in Texas (2022), and Forbes Top Women Wealth Advisors in Texas (2023).
*Team Member Experience: Bruce DiBiase, 38 years; Jamie Henkel, 25 years; Conor McCallin, 16 years; Carla McConnell, 15 years; Jerry Mathew, 15 years.
Forbes Best-In-State Wealth Management Teams (2022- 2025)
Source: Forbes.com. Data compiled by SHOOK Research LLC.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (2022)
Source: Forbes.com. Data compiled by SHOOK Research LLC.
Forbes Best-In-State Wealth Advisors (2022)
Source: Forbes.com. Data compiled by SHOOK Research LLC.
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State (2023- 2025)
Source: Forbes.com. Data compiled by SHOOK Research LLC.
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 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
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking 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.
Our Tools
We strive to ensure our clients are aware and using all of the safe, efficient, and flexible digital tools at their disposal. Let us know if you have any questions about these:
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
• Current Financial News – access up-to-date news, current market data, research, company profiles, and quotes.
• Access Import Documents – sign up for digital access to all of your financial documents.
• Manage Everyday Finances – mobile check deposit, online bill pay, send money with Zelle, and e-authorizations.
Enroll in Morgan Stanley Online• Current Financial News – access up-to-date news, current market data, research, company profiles, and quotes.
• Access Import Documents – sign up for digital access to all of your financial documents.
• Manage Everyday Finances – mobile check deposit, online bill pay, send money with Zelle, and e-authorizations.
Total Wealth View
It’s hard to see the complete picture with only half the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Link and Add External AccountsThe ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Online Security Center
Protecting your online security is our top priority at Morgan Stanley. We proactively defend our systems and monitor the threat landscape to help anticipate issues before they arise and respond appropriately when they do. We also provide advice and best practices to safeguard your personal information external of the firm as well. To learn more about the measures we take in the face of a constantly evolving cyber threat landscape and how you can better protect yourself, please visit our new Online Security Center.
Online Security CenterAladdin - Intelligent Risk Management
There’s a chance your portfolio may be at risk, but how we manage that risk is what matters.
Morgan Stanley's Portfolio Risk Platform analyzes over 3,000 risk factors, and models what-if scenarios so you can see the potential impact of hypothetical market shocks. The Portfolio Risk Platform integrates the leading risk analytics engine into Morgan Stanley Wealth Management’s platform to improve the quality, transparency, and efficiency of the end to end risk management processes for the Firm and our Clients.
Assessing our clients’ full investment needs and risks is an essential component of providing comprehensive financial advice in portfolio construction. Key features of the Portfolio Risk Tool, Aladdin, include broadly managing risk, identifying risk based concerns and constructing risk mitigated portfolios.
Learn More HereMorgan Stanley's Portfolio Risk Platform analyzes over 3,000 risk factors, and models what-if scenarios so you can see the potential impact of hypothetical market shocks. The Portfolio Risk Platform integrates the leading risk analytics engine into Morgan Stanley Wealth Management’s platform to improve the quality, transparency, and efficiency of the end to end risk management processes for the Firm and our Clients.
Assessing our clients’ full investment needs and risks is an essential component of providing comprehensive financial advice in portfolio construction. Key features of the Portfolio Risk Tool, Aladdin, include broadly managing risk, identifying risk based concerns and constructing risk mitigated portfolios.
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
James Henkel, CFA
Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director
Phone:
(303) 572-4822(303) 572-4822
Conor McCallin
Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director
Phone:
(303) 572-4821(303) 572-4821
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
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
Client Service Associate
Phone:
(303) 572-4897(303) 572-4897
About Bruce DiBiase
Bruce DiBiase is a Managing Director with Morgan Stanley Private Wealth Management, and a founding member of The 1550 Group at Morgan Stanley, a ten-person team based in based in Morgan Stanley’s Denver and Houston offices. 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.
From 2022 to 2025, The 1550 Group has been named one of Forbes Top Wealth Management Teams in Colorado.
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.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
From 2022 to 2025, The 1550 Group has been named one of Forbes Top Wealth Management Teams in Colorado.
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.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Securities Agent: MN, DE, AR, NV, NE, KS, WY, WI, TN, MO, CA, VA, TX, OK, MT, NY, GA, CT, AL, UT, FL, CO, AZ, PA, MD, IL, DC, WA, SC, NM, NC, MI, MA, MS, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 822165
NMLS#: 822165
About James Henkel
Jamie is a Managing Director and Private Wealth Advisor at Morgan Stanley where he is responsible for implementing and managing client portfolios in addition to assisting self-directed clients in the execution of opportunistic investment strategies. In 2022 and 2023 he was named one of Forbes Top Wealth Advisors in Colorado, and from 2022 to 2025 the team has been named one of Forbes Top Wealth Management Teams in Colorado. He is a founding member of the 1550 Group at Morgan Stanley based in Morgan Stanley’s downtown Denver, Colorado office. He has been in the financial industry since 1999 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 is involved with Children’s Hospital Colorado, where he and his family have raised over $500K supporting the center for cancer and blood disorders in honor of his daughter Allie. Their support expanded a physical therapy program for children receiving chemotherapy and radiation and built out a physical space for therapists and children to engage in play based physical therapy. Jamie also serves on the board of directors of The Crested Butte Land Trust and Housing for Seniors, Inc.
Jamie lives in Denver with his wife and three children.
2022-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
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 is involved with Children’s Hospital Colorado, where he and his family have raised over $500K supporting the center for cancer and blood disorders in honor of his daughter Allie. Their support expanded a physical therapy program for children receiving chemotherapy and radiation and built out a physical space for therapists and children to engage in play based physical therapy. Jamie also serves on the board of directors of The Crested Butte Land Trust and Housing for Seniors, Inc.
Jamie lives in Denver with his wife and three children.
2022-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Securities Agent: KS, AL, AR, WY, VA, TN, NY, NC, CT, WA, PA, NJ, DC, AZ, MN, ID, CA, MT, MA, IL, DE, WI, TX, NM, UT, OK, MI, MD, FL, GA, CO, MO, SC, NV, MS; General Securities Representative; Investment Advisor Representative
NMLS#: 837081
NMLS#: 837081
About Conor McCallin
Conor is a Managing Director 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 at Morgan Stanley, a ten-person team based in based in Morgan Stanley’s Denver and Houston offices. He has been in the financial industry since 2009.
From 2022 to 2025, The 1550 Group has been named one of Forbes Top Wealth Management Teams in Colorado.
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 and four children.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
From 2022 to 2025, The 1550 Group has been named one of Forbes Top Wealth Management Teams in Colorado.
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 and four children.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Securities Agent: UT, SC, IL, AR, WI, ID, CO, WA, VA, NE, MS, TN, RI, PA, MO, GA, DC, TX, NV, MT, MA, IA, FL, AZ, AL, WY, NH, NC, KS, OK, NM, NJ, MI, DE, CA, NY, ME, MD, CT, OH, MN, LA, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 821723
NMLS#: 821723
About Carla Scanniello McConnell
Carla is a Senior 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 at Morgan Stanley, a ten-person team based in Morgan Stanley’s Denver and Houston offices.
Carla and her team have been named in numerous rankings: Forbes Top Next-Gen Wealth Advisors in Texas (2022-2024), Forbes Top Women Wealth Advisors in Texas (2023-2025), and Forbes Top Wealth Management Teams in Colorado (2022-2025).
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 the Sun Devils in the Pacific 12 conference as the captain on the Division I women’s soccer team.
Carla serves on numerous boards including Co-Chair of WILD, a network of successful business leaders, and as 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 splits her time between Houston and Denver with her family. She enjoys the outdoors, playing competitive golf, traveling the world. She is the Ladies Golf Club Champion at her home course, The Clubs at Houston Oaks.
Carla and her team have been named in numerous rankings: Forbes Top Next-Gen Wealth Advisors in Texas (2022-2024), Forbes Top Women Wealth Advisors in Texas (2023-2025), and Forbes Top Wealth Management Teams in Colorado (2022-2025).
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 the Sun Devils in the Pacific 12 conference as the captain on the Division I women’s soccer team.
Carla serves on numerous boards including Co-Chair of WILD, a network of successful business leaders, and as 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 splits her time between Houston and Denver with her family. She enjoys the outdoors, playing competitive golf, traveling the world. She is the Ladies Golf Club Champion at her home course, The Clubs at Houston Oaks.
Securities Agent: NV, MN, NY, NC, DC, CA, AR, TX, TN, MA, CT, AL, PA, DE, NJ, GA, FL, CO, KS, AZ, WY, NE, MT, VA, MI, MD, IL, HI, WI, WA, OK, NM, MS, MO, UT, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 943061
NMLS#: 943061
About Jerry Mathew
Jerry Mathew is an Executive Director with Morgan Stanley Private Wealth Management, where he is responsible for advising clients across all aspects of their balance sheet. His areas of concentration include investment management, execution of opportunistic investment ideas and liability management. Jerry joined Morgan Stanley and The 1550 Group in 2020.
From 2022 to 2025, The 1550 Group has been named one of Forbes Top Wealth Management Teams in Colorado.
Prior to joining Morgan Stanley, Jerry spent a decade with J.P. Morgan Private Bank. He initially worked in London covering clients in the UK, Germany, Scandinavia and the Middle East. In 2013, he moved to Denver to cover clients across the Rockies and oversaw more than $2.5 billion of client assets. Prior to joining J.P. Morgan Jerry worked at an Austrian Government agency focused on funding start-ups and small and medium sized enterprises.
Originally from Vienna, Austria, Jerry earned BSc in Accounting and Finance at the London School of Economics and is a CFA Charterholder.
Jerry lives in Denver with his wife, Kristin, two children and bernedoodle, Finley.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
From 2022 to 2025, The 1550 Group has been named one of Forbes Top Wealth Management Teams in Colorado.
Prior to joining Morgan Stanley, Jerry spent a decade with J.P. Morgan Private Bank. He initially worked in London covering clients in the UK, Germany, Scandinavia and the Middle East. In 2013, he moved to Denver to cover clients across the Rockies and oversaw more than $2.5 billion of client assets. Prior to joining J.P. Morgan Jerry worked at an Austrian Government agency focused on funding start-ups and small and medium sized enterprises.
Originally from Vienna, Austria, Jerry earned BSc in Accounting and Finance at the London School of Economics and is a CFA Charterholder.
Jerry lives in Denver with his wife, Kristin, two children and bernedoodle, Finley.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Securities Agent: GA, CO, AL, WY, UT, NC, MT, MO, KS, TX, MN, FL, WA, TN, NE, MA, IL, CT, CA, SC, OK, NV, NJ, DC, AZ, NM, PA, MD, NY, VA, MS, MI, WI, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1103706
NMLS#: 1103706
About Molly Strenk
Molly is Chief of Staff with the 1550 Group at 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.
*Disclaimer: This role cannot solicit or provide investment advice
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.
*Disclaimer: This role cannot solicit or provide investment advice
About Kelsey Spalding
Kelsey is a Wealth Management Associate with Morgan Stanley Private Wealth Management. Kelsey is responsible for enhancing client experiences by providing exceptional customer service, supporting branch functions, assisting in safeguarding client assets, and serving as administrative and operational support to the Financial Advisors.
Prior to joining Morgan Stanley in the Fall of 2020, Kelsey worked as a Hairstylist for five years where she developed her passion for customer service.
Kelsey graduated Summa Cum Laude from The University of Colorado Denver with her B.S. in Business Administration with a concentration in Finance.
As a Colorado Native, Kelsey enjoys many of the outdoor adventures Colorado has to offer including skiing, hiking, and camping. Kelsey currently lives in Parker with her husband Scott, sons Vincent and Wes, and German Shepherd Koji. Kelsey’s licenses include Series 7 and 66.
Prior to joining Morgan Stanley in the Fall of 2020, Kelsey worked as a Hairstylist for five years where she developed her passion for customer service.
Kelsey graduated Summa Cum Laude from The University of Colorado Denver with her B.S. in Business Administration with a concentration in Finance.
As a Colorado Native, Kelsey enjoys many of the outdoor adventures Colorado has to offer including skiing, hiking, and camping. Kelsey currently lives in Parker with her husband Scott, sons Vincent and Wes, and German Shepherd Koji. Kelsey’s licenses include Series 7 and 66.
About Nate Osborne
Nate is a Wealth Management Associate with Morgan Stanley Private Wealth Management. His role entails conducting portfolio research and analytics as well as day-to-day maintenance on client accounts.
Prior to joining Morgan Stanley in the winter of 2019, Nate worked as a Financial Advisor with Merrill Lynch in Boston, providing customized financial plans to individuals and families.
Nate grew up in New Jersey and earned his B.S. in Business Administration from Anisfield School of Business. He lives in Denver and enjoys snowboarding, fly-fishing, golfing and attending sport outings. Nate’s licenses include Series 7 and 66.
Prior to joining Morgan Stanley in the winter of 2019, Nate worked as a Financial Advisor with Merrill Lynch in Boston, providing customized financial plans to individuals and families.
Nate grew up in New Jersey and earned his B.S. in Business Administration from Anisfield School of Business. He lives in Denver and enjoys snowboarding, fly-fishing, golfing and attending sport outings. Nate’s licenses include Series 7 and 66.
About Nim Kaur
Nim Kaur is a Client Service Associate with Morgan Stanley Private Wealth Management, where she provides administrative and operational support to Financial Advisors while ensuring a seamless client experience.
Prior to joining Morgan Stanley, Nim interned at Charles Schwab and Spectrum, where she gained experience in project management and business analysis. Her background has equipped her with strong problem-solving and client service skills.
Originally from Northern Virginia, Nim graduated from Colorado State University with a B.S. in Business Administration, with concentrations in marketing and finance. She has passed the Securities Industry Essentials (SIE) exam and is currently studying for her Series 7 and 66 licenses.
Now based in Aurora, CO, Nim enjoys hiking, golfing, weightlifting, and playing sports in her free time.
Prior to joining Morgan Stanley, Nim interned at Charles Schwab and Spectrum, where she gained experience in project management and business analysis. Her background has equipped her with strong problem-solving and client service skills.
Originally from Northern Virginia, Nim graduated from Colorado State University with a B.S. in Business Administration, with concentrations in marketing and finance. She has passed the Securities Industry Essentials (SIE) exam and is currently studying for her Series 7 and 66 licenses.
Now based in Aurora, CO, Nim enjoys hiking, golfing, weightlifting, and playing sports in her free time.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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
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, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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
CRC 4237142 (02/2025)
