Managing Director, Private Wealth Management, Portfolio Management Director, Alternative Investments Director
Morgan Stanley Private Wealth Management
The 2 Wall Wealth Management Group
Direct:
(212) 296-1067(212) 296-1067
Our Mission Statement
To empower our clients through advice-driven strategies that align with their unique goals, objectives, and purpose of wealth. We are dedicated to understanding the personal and financial aspirations of each family, providing tailored solutions to not only help preserve and grow their wealth but most importantly serve the greater purpose behind it. Through our commitment to excellence, integrity, and personalized service, we strive to create a bespoke experience in helping our clients achieve the goals they set out for themselves and their future generations.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Forbes Best-In-State Wealth Management Teams 2025
Source: Forbes (Jan 2025) 2025 Forbes Best-In-State Wealth Management Teams ranking awarded in 2025. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23–3/31/24.
Forbes Best-In-State Wealth Management Teams 2025
Source: Forbes (Jan 2025) 2025 Forbes Best-In-State Wealth Management Teams ranking awarded in 2025. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23–3/31/24.
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.
MANAGING FAMILY & GENERATIONAL WEALTH
Managing significant family and generational wealth is complex and often raises difficult questions. See the resources below for more information about managing and preserving significant family wealth.
Family Governance and Wealth Education Fact Sheet
Our mission is to help clients maximize the value of their family capital through the transfer and preservation of the family's shared values, and the creation of an enduring family legacy.
Opening Pandora's Box: 10 Rules for Talking to Kids About Money
Discussing family wealth and financial matters with children can be daunting for families. Read the linked article from Glenn Kurlander, Head of Family Governance & Wealth Education at Morgan Stanley, for more information about navigating this delicate subject.
Wealth Education Development Plan
The Family Governance & Wealth Education group helps ultra-high net worth families strive to maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation they need to lead meaningful, fulfilled and engaged lives.
Your Guide to Life and Money Playbook
Our goal is to help prepare the next generation of leaders, parents, philanthropists, innovators, trustees, executors, board members, and investors by empowering you with the knowledge and tools needed to achieve your goals.
Estate Planning Strategies
Tax, Trust & Estate (TTE) strategy has the potential to be incredibly powerful if executed effectively. For a successful TTE plan, it is critical to create a TTE implementation in combination with a TTE strategy.
Importance of a Holistic Approach to Your Wealth Video
Watch the below video from Morgan Stanley Family Office Resources to learn how Morgan Stanley FOR can help integrate family values, philanthropy, and legacy into your unique wealth plan.
FAMILY OFFICE RESOURCES
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth clients across a broad range of family wealth management issues. View our linked resources below to learn more about Morgan Stanley Family Office Resources capabilities.
Family Office Resources Overview
As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. As the demands of your family grow and evolve, you will likely need professionals who have expanded capabilities.
Philanthropy Management
Philanthropy Management supports individuals, families, corporate and private foundations, and nonprofit organizations by offering a suite of services to help define and realize clients' charitable missions. View the link below to learn more about Philanthropy Management.
Family Governance and Wealth Education
For many UHNW clients, the most difficult wealth planning challenge they face relates not to their financial capital, but to their human capital. Family Governance Services is a comprehensive offering designed to support each family's unique challenges.
Estate Planning Strategies
Our experienced professionals are available to discuss various tax, trust and estate strategies with you and your advisors, help facilitate the implementation of those strategies, and focus on the integration of your investment plans.
Donor Advised Funds
While many individuals and families have a deep commitment to philanthropy, charitable giving is not limited to those with significant wealth. Donor advised funds (DAFs) are among the easiest and most tax-advantaged ways to give to charity for donors across the spectrum of wealth.
Trust Services
Our trustee platform is "open architecture," meaning that we provide you with access and ability to select an appropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley, analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
ESTATE PLANNING
Our experienced professionals are available to discuss various tax, trust and estate strategies with you and your advisors, help facilitate the implementation of those strategies, and focus on the integration of your investment plans.
US Legacy Income Trusts Brochure
The U.S. Legacy Income Trusts (Trusts) are next-generation charitable planned giving instruments established by the U.S. Charitable Gift Trust® (Gift Trust), a tax-exempt public charity offering donor advised funds.
Spousal Lifetime Access Trusts (SLAT) Illustration
View the presentation below to learn more about SLATs.
Gifting the Estate Tax Exemption While Maintaining Access
The gift and estate tax exemption amount is $12.92 million in 2023. Many clients wish to use the exemption but are concerned with maintaining control of the funds and maintaining access should they need it.
Concentrated Position Toolkit
The concentrated position toolkit assists in curating and navigating an expansive suite of specialized resources to address concentrated positions.
Equity Compensation Can Have Complex Implications
Your Compensation Package may Include an Equity Plan. Learn more about various equity compensation forms below.
Maximizing Your Equity Compensation
Learn how executives can define a strategy that efficiently navigates the complexities of equity awards to achieve their personal financial goals.
Location
55 East 52nd Street 10th
6th FL
New York, NY 10055
US
Direct:
(212) 296-1067(212) 296-1067
Meet The 2 Wall Wealth Management Group
Matt Lavin
Vice President, Private Wealth Management, Private Wealth Advisor
David Pando
Client Service Associate
Laura Gilbert
About Casey Taylor Weyand
Casey manages a team of Financial Advisors who work with high-net worth individuals and their families. Casey is responsible for providing holistic advice around long-term planning, asset allocation and investment management. His practice focuses on developing a client’s objectives and constraints to align a client’s assets and liabilities with their purpose.
Casey has been recognized as a 2022 and 2023 Forbes Best-in-State Wealth Advisor within Private Wealth Management. Casey obtained his Chartered Financial Analyst (CFA) Designation in 2012 and holds Series 7, 63 and 65 licenses. Casey obtained his Bachelor of Fine Arts Degree in 2001 from the Maryland Institute College of Art.
Casey continues to be involved in the arts through his philanthropic work. He is on the Photography Acquisitions Committee of the Whitney Museum of American Art in New York City, a member of the Board of Trustees at the Maryland Institute College of Art in Baltimore Maryland and a member of the Board of Trustees of Aperture Foundation; a photographic non-profit started by Ansel Adams and Minor White. Casey also sits on the Advisory Board of RxArt, a nonprofit organization whose mission is to help children heal through the extraordinary power of visual art. Casey resides in New York City with his wife and dog Van Gogh.
*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.
Casey has been recognized as a 2022 and 2023 Forbes Best-in-State Wealth Advisor within Private Wealth Management. Casey obtained his Chartered Financial Analyst (CFA) Designation in 2012 and holds Series 7, 63 and 65 licenses. Casey obtained his Bachelor of Fine Arts Degree in 2001 from the Maryland Institute College of Art.
Casey continues to be involved in the arts through his philanthropic work. He is on the Photography Acquisitions Committee of the Whitney Museum of American Art in New York City, a member of the Board of Trustees at the Maryland Institute College of Art in Baltimore Maryland and a member of the Board of Trustees of Aperture Foundation; a photographic non-profit started by Ansel Adams and Minor White. Casey also sits on the Advisory Board of RxArt, a nonprofit organization whose mission is to help children heal through the extraordinary power of visual art. Casey resides in New York City with his wife and dog Van Gogh.
*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.
Securities Agent: IL, MD, MN, MS, NC, NJ, NV, NY, KY, OR, PA, SC, TX, UT, WA, LA, MI, AZ, CA, CO, CT, DE, FL, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 821494
NMLS#: 821494
About Matt Lavin
As a Private Wealth Advisor, Matt Lavin focuses on long term planning working closely with clients to fully understand their goals and constraints. With 15 years of industry experience, Matt has a deep understanding of markets, asset allocation, and trust and estate planning strategies. His goal is to provide actionable advice to help optimize each client’s balance sheet and the accomplishment of their unique financial goals.
Matt holds Series 6, 7, 63 and 65 licenses. Matt received his degree from Widener University with a Bachelor of Arts in Government and Politics. Matt was also the captain of the men’s soccer team at Widener.
In his free time, interests include playing sports, being disappointed by his beloved Philadelphia sports teams, attending concerts, and spending time with family and friends.
Disclaimer:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Matt holds Series 6, 7, 63 and 65 licenses. Matt received his degree from Widener University with a Bachelor of Arts in Government and Politics. Matt was also the captain of the men’s soccer team at Widener.
In his free time, interests include playing sports, being disappointed by his beloved Philadelphia sports teams, attending concerts, and spending time with family and friends.
Disclaimer:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Securities Agent: NJ, DE, OR, SC, IL, CO, MN, KY, NV, MI, LA, GA, PA, NE, CT, NY, CA, AZ, TX, NC, MS, FL, UT, AR, WA, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 1990418
NMLS#: 1990418
About David Pando
As a Client Service Associate, David is focused on providing excellent service to our high-net worth clients. David graduated with a B.B.A from the Zicklin School of Business at Baruch College with Cum Laude honors majoring in Finance and Investments, with a double minor in Communications and Political Science. He currently holds Series 7 and 66 licenses.
Prior to joining Morgan Stanley, David spearheaded a new business venture providing home-delivered meals to older adults during the Covid-19 pandemic contracted by the City of New York. His team’s weekly output was over 14,000 individually packaged meals to over 3,000 addresses. Over the course of the contract, David and his team provided over 1,000,000 meals to those experiencing food insecurity in NYC.
David currently resides in Manhattan and is an active member of the Young Wall Street Committee at the UJA-Federation of New York.
Prior to joining Morgan Stanley, David spearheaded a new business venture providing home-delivered meals to older adults during the Covid-19 pandemic contracted by the City of New York. His team’s weekly output was over 14,000 individually packaged meals to over 3,000 addresses. Over the course of the contract, David and his team provided over 1,000,000 meals to those experiencing food insecurity in NYC.
David currently resides in Manhattan and is an active member of the Young Wall Street Committee at the UJA-Federation of New York.
Contact Casey Taylor Weyand
Contact Matt Lavin
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Andrew Howard
Planning Associate
About Andrew Howard
Andrew Howard is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Andrew provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from the University of Connecticut, School of Business, and received the Financial Planning Specialist® designation from the College for Financial Planning. Andrew is originally from Fairfield County, Connecticut, and currently resides in Norwalk, Connecticut.
He earned his undergraduate degree from the University of Connecticut, School of Business, and received the Financial Planning Specialist® designation from the College for Financial Planning. Andrew is originally from Fairfield County, Connecticut, and currently resides in Norwalk, Connecticut.
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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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.
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
LISTEN | Passion Assets: Investing in Art
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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, 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
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)
