Alexander Kramer
Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Management Director
Phone:
(212) 893-6565(212) 893-6565
Morgan Stanley Private Wealth Management
The 399 Park Group
Direct:
(212) 893-6565(212) 893-6565
Toll-Free:
(866) 202-1255(866) 202-1255
Industry Award WinnerOur Mission Statement
An experienced team of professionals, we dedicate ourselves to building close wealth management relationships based on integrity and mutual respect. Our goal is to help our clients grow their assets, secure their legacy and realize their vision of a successful life.
Our Private Wealth Management Team
We are a seasoned team of hands-on investment professionals, wealth planners and client service associates who combine our talents to serve highly affluent families and individuals. We build strong and productive relationships that often span several decades and multiple generations. Our process allows us to develop a deep understanding of each family’s challenges and aspirations, and to deliver an exceptional level of highly personalized service.
Our approach to wealth management is rooted in the development of custom investment portfolios, and touches virtually every aspect of our clients’ financial lives. Combining our own talents as designated Portfolio Managers with the vast resources of Morgan Stanley, we offer the experienced counsel needed to help make informed decisions on complex financial matters, along with the ability to put those decisions into action. We help coordinate the efforts of your advisory team to ensure that we are all working in concert to help you achieve your objectives.
We look forward to learning more about you and the future you envision for yourself, your family and your business and philanthropic ventures. To begin that conversation, please reach out.
Thanks to the trust our clients have placed in us, we have been recognized as one of Barron's Top 250 Private Wealth Management Teams in 2024.
Source: Barron's (Awarded May 2024) Data compiled by Barron's for the period from Jan 2023 - Dec 2023.
Our approach to wealth management is rooted in the development of custom investment portfolios, and touches virtually every aspect of our clients’ financial lives. Combining our own talents as designated Portfolio Managers with the vast resources of Morgan Stanley, we offer the experienced counsel needed to help make informed decisions on complex financial matters, along with the ability to put those decisions into action. We help coordinate the efforts of your advisory team to ensure that we are all working in concert to help you achieve your objectives.
We look forward to learning more about you and the future you envision for yourself, your family and your business and philanthropic ventures. To begin that conversation, please reach out.
Thanks to the trust our clients have placed in us, we have been recognized as one of Barron's Top 250 Private Wealth Management Teams in 2024.
Source: Barron's (Awarded May 2024) Data compiled by Barron's for the period from Jan 2023 - Dec 2023.
Capabilities
- Professional Portfolio ManagementFootnote1
- Alternative InvestmentsFootnote2
- Wealth ManagementFootnote3
- Estate Planning StrategiesFootnote4
- Trust ServicesFootnote5
- Cash Management and Lending ProductsFootnote6
- Philanthropic ManagementFootnote7
- Sustainable InvestingFootnote8
- Endowments and FoundationsFootnote9
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.
Location
399 Park Ave
12th Fl
New York, NY 10022
US
Direct:
(212) 893-6565(212) 893-6565
Toll-Free:
(866) 202-1255(866) 202-1255
Meet The 399 Park Group
Lisa Wolf
Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director, Alternative Investments Director, Global Sports and Entertainment Director
Phone:
(212) 893-6555(212) 893-6555
Bibi Conrad
Executive Director, Private Wealth Advisor, Portfolio Management Director
Phone:
(212) 271-0453(212) 271-0453
Phone:
(212) 893-7605(212) 893-7605
Thomas E Goss, Jr.
First Vice President, Wealth Management, Financial Advisor, Portfolio Manager, Financial Planning Specialist
Phone:
(212) 271-0680(212) 271-0680
Christopher Hart, CFA
Financial Advisor
Phone:
(212) 893-6303(212) 893-6303
Amy Daly
Vice President, Group Director
Phone:
(212) 893-6527(212) 893-6527
Kenneth W. Henry
Vice President, Portfolio Management Associate Director
Phone:
(212) 893-6384(212) 893-6384
Cristobal Colon
Portfolio Associate
Phone:
(212) 893-6375(212) 893-6375
Oliver E. Kelley
Wealth Management Associate
Phone:
(212) 893-6361(212) 893-6361
Emmett de Kanter
Client Service Associate
Phone:
(212) 893-7624(212) 893-7624
Jake P Shulman
Team Associate
Phone:
(212) 893-6513(212) 893-6513
Mary Grace Regan
Wealth Management Analyst
Phone:
(212) 893-6360(212) 893-6360
About Alexander Kramer
Drawing on more than 35 years of professional portfolio management and wealth planning experience, Alexander Kramer creates custom strategies for a select clientele of affluent families and individuals. Alex works with many of the team’s largest relationships, leading efforts to deliver truly comprehensive solutions that touch virtually every aspect of their financial lives. Thanks to the trust his clients place in him and his team, Alex was named to Forbes Magazine lists of America’s Best-In-State Wealth Advisors from 2019-2023.
Alex joined Smith Barney, a predecessor firm of Morgan Stanley, as a Financial Advisor in 1995. He was promoted into branch management in 1998 and served in a variety of management roles in the firm’s New York and New Jersey complexes. Alex began his career at Financial Northeastern Securities, where he managed fixed income portfolios for banks, credit unions and pension funds.
Alex graduated from the Kent School and went on to earn a BSBA in finance from Villanova University and an MBA from Fordham University. He later attended Columbia University, where he was awarded the Certified Portfolio Manager™ designation (CPM®).
A native New Yorker, Alex grew up on the Upper East Side of Manhattan. He now lives on the South Shore of Long Island with his wife, Kate, and their three children.
2019-2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019 - 2023) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Alex joined Smith Barney, a predecessor firm of Morgan Stanley, as a Financial Advisor in 1995. He was promoted into branch management in 1998 and served in a variety of management roles in the firm’s New York and New Jersey complexes. Alex began his career at Financial Northeastern Securities, where he managed fixed income portfolios for banks, credit unions and pension funds.
Alex graduated from the Kent School and went on to earn a BSBA in finance from Villanova University and an MBA from Fordham University. He later attended Columbia University, where he was awarded the Certified Portfolio Manager™ designation (CPM®).
A native New Yorker, Alex grew up on the Upper East Side of Manhattan. He now lives on the South Shore of Long Island with his wife, Kate, and their three children.
2019-2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019 - 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: KY, PA, NC, DE, FL, WA, MA, LA, KS, DC, AK, OR, CA, WI, UT, GA, CT, TX, NV, ME, MN, VT, NJ, NH, IN, IL, VA, SD, NY, MI, CO, MD, TN, RI, SC, OH, NM, AZ; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282889
NMLS#: 1282889
About Lisa Wolf
Lisa Bjornson Wolf brings more than 35 years of institutional and non-profit investing and private wealth management experience serving her clients. Working with a small group of ultra-high net worth families and philanthropies, Lisa crafts portfolios and wealth plans based on each client’s specific short and long-term goals.
Prior to joining Morgan Stanley in 2016, Lisa spent 13 years at JPMorgan in both their Investment Bank and Asset Management divisions. Earlier in her career, she served as a Director in Institutional Equities at Salomon Smith Barney Citigroup.
A graduate of the Hotchkiss School, Lisa earned a B.A. cum laude from Cornell University’s College of Arts and Sciences. She went on to receive an M.S. in International Economics from Johns Hopkins University’s School for Advanced International Studies (SAIS) in Washington D.C.
Lisa holds Morgan Stanley designations as a Family Wealth Director, Alternative Investments Director, Global Sports and Entertainment Director, and Lending Specialist designations. She has served on numerous nonprofit boards and currently serves as a Trustee of Lotusland (Montecito, California) and on the Board of Governors of the Hotchkiss School (Lakeville, CT).
Lisa and her family reside in New York City and spend time in Santa Barbara, California, as well as Florida and Connecticut.
Prior to joining Morgan Stanley in 2016, Lisa spent 13 years at JPMorgan in both their Investment Bank and Asset Management divisions. Earlier in her career, she served as a Director in Institutional Equities at Salomon Smith Barney Citigroup.
A graduate of the Hotchkiss School, Lisa earned a B.A. cum laude from Cornell University’s College of Arts and Sciences. She went on to receive an M.S. in International Economics from Johns Hopkins University’s School for Advanced International Studies (SAIS) in Washington D.C.
Lisa holds Morgan Stanley designations as a Family Wealth Director, Alternative Investments Director, Global Sports and Entertainment Director, and Lending Specialist designations. She has served on numerous nonprofit boards and currently serves as a Trustee of Lotusland (Montecito, California) and on the Board of Governors of the Hotchkiss School (Lakeville, CT).
Lisa and her family reside in New York City and spend time in Santa Barbara, California, as well as Florida and Connecticut.
Securities Agent: OH, WA, UT, NM, IL, DE, AK, PA, NY, MD, CT, CA, TX, MN, MI, DC, LA, GA, KY, SD, NJ, NH, IN, AZ, KS, VT, RI, NV, NC, FL, TN, VA, SC, OR, ME, CO, MA, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 821518
NMLS#: 821518
About Bibi Conrad
Drawing on more than 30 years of experience managing both private client and institutional assets, Bibi Conrad crafts custom portfolios for ultra-high net worth families, trusts and foundations. These portfolios are a central component of comprehensive private wealth management strategies based on the unique needs and aspirations of her clients.
Prior to joining Morgan Stanley in 2019, Bibi spent 15 years at Fiduciary Trust Company International, a wholly owned subsidiary of Franklin Templeton Investments. She previously served as Vice President in the Wealth Management Department of U.S. Trust Company and, earlier, at the Bank of New York and Bankers Trust. Among the many highlights of her career, Bibi was a member of the first delegation of women executives from Wall Street to be invited to China and she has been a frequent public speaker on global investing and technology trends.
Bibi is a Trustee Emerita and the former Treasurer of the Marine Biological Laboratory at Woods Hole, Massachusetts, and a former Director of Cigna Life Insurance Company of New York. She currently serves on the board of the Charles Evans Hughes Foundation, and the board of the Halcyon Foundation, a U.S.-based nonprofit representing the American Museum in Britain. A native New Yorker who attended the Chapin School and graduated from Wheaton College, Ms. Conrad currently lives in Manhattan with her husband, Jonathan.
Prior to joining Morgan Stanley in 2019, Bibi spent 15 years at Fiduciary Trust Company International, a wholly owned subsidiary of Franklin Templeton Investments. She previously served as Vice President in the Wealth Management Department of U.S. Trust Company and, earlier, at the Bank of New York and Bankers Trust. Among the many highlights of her career, Bibi was a member of the first delegation of women executives from Wall Street to be invited to China and she has been a frequent public speaker on global investing and technology trends.
Bibi is a Trustee Emerita and the former Treasurer of the Marine Biological Laboratory at Woods Hole, Massachusetts, and a former Director of Cigna Life Insurance Company of New York. She currently serves on the board of the Charles Evans Hughes Foundation, and the board of the Halcyon Foundation, a U.S.-based nonprofit representing the American Museum in Britain. A native New Yorker who attended the Chapin School and graduated from Wheaton College, Ms. Conrad currently lives in Manhattan with her husband, Jonathan.
Securities Agent: NV, CT, WA, TX, WI, ME, LA, DE, CA, MN, MA, IL, GA, VA, NM, NJ, MD, NH, IN, AZ, VT, UT, OH, MI, RI, OR, NC, FL, DC, AK, PA, NY, CO, KY, TN, SD, SC, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1920562
NMLS#: 1920562
About Lora Cooperman
Lora Cooperman brings more than 16 years of private wealth management experience to helping ultra-high net worth families manage, invest, and structure their wealth. In this capacity, she creates custom wealth management plans tailored to each client’s needs with a focus on strategies around public and private investing, credit and liquidity needs, charitable giving, and trust and estate planning strategies for entrepreneurs, executives of public companies, and financial principals.
Prior to joining Morgan Stanley in 2019, Lora spent 12 years at JPMorgan Asset Management as a Private Banker.
Originally from Maine, Lora graduated from Bowdoin College in 2004 with a Bachelor of Arts degree in government & legal studies. While at Bowdoin, she earned honors as a three-time NCAA All-American, team captain, and Division III National Champion Finalist in women’s basketball. She was recently inducted into the New England Basketball Hall of Fame, Bowdoin College Athletic Hall of Honor, and the Maine Basketball Hall of Fame.
Lora served as a board member of The Arthur Project and is an active supporter of other charitable organizations benefiting children. She resides in New York City with her husband and twin girls.
Prior to joining Morgan Stanley in 2019, Lora spent 12 years at JPMorgan Asset Management as a Private Banker.
Originally from Maine, Lora graduated from Bowdoin College in 2004 with a Bachelor of Arts degree in government & legal studies. While at Bowdoin, she earned honors as a three-time NCAA All-American, team captain, and Division III National Champion Finalist in women’s basketball. She was recently inducted into the New England Basketball Hall of Fame, Bowdoin College Athletic Hall of Honor, and the Maine Basketball Hall of Fame.
Lora served as a board member of The Arthur Project and is an active supporter of other charitable organizations benefiting children. She resides in New York City with her husband and twin girls.
Securities Agent: CT, TX, NV, FL, WA, TN, RI, MA, KS, GA, DE, SC, NJ, NH, MD, DC, CO, WI, VT, NY, NC, CA, KY, SD, AK, UT, PA, IN, MN, LA, AZ, OH, MI, ME, VA, OR, NM, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 821443
NMLS#: 821443
About Thomas E Goss, Jr.
Tom Goss is a Portfolio Manager and Financial Advisor with the 399 Park Group at Morgan Stanley. Based in NYC, Tom has been providing investment advice to individuals and institutions for over 40 years. Tom began his career as a Financial Advisor at Shearson Loeb Rhodes after earning a BA from Washington & Lee University in Lexington, VA.
Prior to joining Morgan Stanley, Tom was in Institutional Equities as a Managing Director at BMO Capital Markets and Lehman Brothers, where he was responsible for leading teams and significant client relationships. Previous assignments included co-heading Cap Intro/Prime Brokerage and NY Research Sales at Lehman, Equity Sales at Bank of Montreal, as well as roles in Equity Syndicate at Paine Webber and Lehman in London, Tokyo, Hong Kong.
Today, Tom advises successful business executives, family offices, and philanthropies on structuring their investments, risk management, borrowing needs, and wealth preservation and planning. His particular focus is on investments, where he is a Portfolio Manager with the 399 Park Group.
Originally from Cleveland, Tom and his wife, Lib, live in Manhattan and enjoy spending time with their two grown children and many friends and community activities, including Kiawah and St. James’ Church.
Prior to joining Morgan Stanley, Tom was in Institutional Equities as a Managing Director at BMO Capital Markets and Lehman Brothers, where he was responsible for leading teams and significant client relationships. Previous assignments included co-heading Cap Intro/Prime Brokerage and NY Research Sales at Lehman, Equity Sales at Bank of Montreal, as well as roles in Equity Syndicate at Paine Webber and Lehman in London, Tokyo, Hong Kong.
Today, Tom advises successful business executives, family offices, and philanthropies on structuring their investments, risk management, borrowing needs, and wealth preservation and planning. His particular focus is on investments, where he is a Portfolio Manager with the 399 Park Group.
Originally from Cleveland, Tom and his wife, Lib, live in Manhattan and enjoy spending time with their two grown children and many friends and community activities, including Kiawah and St. James’ Church.
Securities Agent: OH, KS, IL, GA, WA, SD, MA, LA, IN, WV, NY, KY, SC, NV, NM, NH, DE, RI, NJ, NC, ME, FL, WY, WI, MT, DC, CA, AK, VA, UT, PA, MN, MI, CO, TN, MO, VT, PR, NE, MD, CT, AZ, AR, TX, OR; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1610609
NMLS#: 1610609
About Christopher Hart, CFA
Chris Hart brings more than 8 years of experience in the financial services industry managing portfolios and creating custom strategies tailored to help meet clients’ long term investment goals. Primarily working with sophisticated high net worth clients, Chris works to understand clients’ needs and designs asset allocations that are appropriate for each client.
Prior to joining Morgan Stanley in 2025, Chris spent 4 years working at the JPMorgan Private Bank as an investment specialist for family wealth. Chris spent the first 4 years of his career at Gabelli Funds, working on both the hedge fund and mutual fund teams.
Chris graduated from Brunswick School and went on to earn a BSBA in economics from Wesleyan University. Chris earned his CFA charter in 2023 and is involved in the CFA Society both in New York and nationally.
Originally from Darien Connecticut, Chris lives in midtown Manhattan and spends his free time visiting family, playing racquet sports like squash and padel, and learning how to cook new dinner recipes.
Prior to joining Morgan Stanley in 2025, Chris spent 4 years working at the JPMorgan Private Bank as an investment specialist for family wealth. Chris spent the first 4 years of his career at Gabelli Funds, working on both the hedge fund and mutual fund teams.
Chris graduated from Brunswick School and went on to earn a BSBA in economics from Wesleyan University. Chris earned his CFA charter in 2023 and is involved in the CFA Society both in New York and nationally.
Originally from Darien Connecticut, Chris lives in midtown Manhattan and spends his free time visiting family, playing racquet sports like squash and padel, and learning how to cook new dinner recipes.
Securities Agent: AZ, HI, TN, PA, OK, NC, MA, DE, RI, OR, MN, KY, KS, IA, VT, SC, NV, NE, MO, VI, VA, TX, NJ, ME, MD, IL, ID, WV, MT, MI, FL, NM, AK, PR, CT, CA, WA, UT, NH, LA, IN, GA, DC, CO, AL, WI, MS, AR, WY, SD, OH, NY, ND; General Securities Representative; Investment Advisor Representative
NMLS#: 2690006
NMLS#: 2690006
About Amy Daly
With more than 30 years of diverse financial services industry experience, Amy Daly contributes to an outstanding overall service experience for clients of The 399 Park Group. As Group Director, Amy is principally responsible for the day-to-day operations and administration of client accounts.
Amy has spent the entirety of her career at Morgan Stanley and its predecessor firms. She initially joined Shearson Lehman Brothers in 1992, where she worked in several areas of the operations department including cashiering, stock receivables and as a wire operator. In 1997, she moved to the International Money Management department of Smith Barney Asset Management as their Operations Manager.
Amy attended her father’s alma mater, The Pennsylvania State University Smeal College of Business, where she graduated with a B.S. in finance. She then followed in both of her parents’ footsteps and entered the financial services industry.
Amy is a native Long Islander who now makes her home in Huntington, New York with her husband, Jim, and their two teenage children. They enjoy living near Long Island Sound and are often found boating out of Huntington Harbor.
Amy has spent the entirety of her career at Morgan Stanley and its predecessor firms. She initially joined Shearson Lehman Brothers in 1992, where she worked in several areas of the operations department including cashiering, stock receivables and as a wire operator. In 1997, she moved to the International Money Management department of Smith Barney Asset Management as their Operations Manager.
Amy attended her father’s alma mater, The Pennsylvania State University Smeal College of Business, where she graduated with a B.S. in finance. She then followed in both of her parents’ footsteps and entered the financial services industry.
Amy is a native Long Islander who now makes her home in Huntington, New York with her husband, Jim, and their two teenage children. They enjoy living near Long Island Sound and are often found boating out of Huntington Harbor.
About Kenneth W. Henry
Kenneth Henry brings more than 40 years of institutional and private wealth investing experience to the service of the team’s ultra high net worth clientele. As The 399 Park Group’s Portfolio Management Associate Director, Kenneth manages assets for clients on a global basis, and is responsible for trading- and investment-related advice.
Kenneth began his career in 1980 as an equity trader at Drexel Burnham Lambert. He moved to Smith Barney, Harris Upham & Co. in 1990, a predecessor firm of Morgan Stanley, where he served in a dual role as an assistant to the Deputy Chairman and Head of Operations of the International Money Management Group. He later took on the role of Equity Trader for the six portfolio managers within the group.
Kenneth and his wife, Carol, have been married for 27 years and have three children. He is an active volunteer in the soccer and basketball programs in their hometown of East Brunswick, New Jersey.
Kenneth began his career in 1980 as an equity trader at Drexel Burnham Lambert. He moved to Smith Barney, Harris Upham & Co. in 1990, a predecessor firm of Morgan Stanley, where he served in a dual role as an assistant to the Deputy Chairman and Head of Operations of the International Money Management Group. He later took on the role of Equity Trader for the six portfolio managers within the group.
Kenneth and his wife, Carol, have been married for 27 years and have three children. He is an active volunteer in the soccer and basketball programs in their hometown of East Brunswick, New Jersey.
About Cristobal Colon
Dedicated to creating an exceptional service experience, Cristobal Colon (Cris) supports the team’s clients and Advisors across an extensive range of administrative and operational functions, with a particular focus on cash management.
After graduating from Cardinal Hayes Memorial in the Bronx, Cris went on to earn a B.A. in social sciences at Dominican College of Blauvelt, New York. Determined to make a difference in his community, Cris began his professional life working with troubled families in New York City as a case manager for a nonprofit family assistance program. His focus was on helping families develop the skills needed to prevent placement of their children into foster care.
Cris transitioned to the financial services industry in 2000, joining the operations department of Citigroup Asset Management, a predecessor company of Morgan Stanley. In that role, he was responsible for cash management duties that ranged from funds transfers to trading. In 2006, he was promoted to Senior Registered Associate, allowing him to work directly with clients, provide premier customer service, and utilize the skills he developed earlier in life as a case manager.
Born and raised on the Upper West Side of Manhattan in New York City, Cris currently lives in the Van Cortlandt Park area of the Bronx with his partner, Lizandra, and two children. He is a competitive bowler and loves spending time with his family.
After graduating from Cardinal Hayes Memorial in the Bronx, Cris went on to earn a B.A. in social sciences at Dominican College of Blauvelt, New York. Determined to make a difference in his community, Cris began his professional life working with troubled families in New York City as a case manager for a nonprofit family assistance program. His focus was on helping families develop the skills needed to prevent placement of their children into foster care.
Cris transitioned to the financial services industry in 2000, joining the operations department of Citigroup Asset Management, a predecessor company of Morgan Stanley. In that role, he was responsible for cash management duties that ranged from funds transfers to trading. In 2006, he was promoted to Senior Registered Associate, allowing him to work directly with clients, provide premier customer service, and utilize the skills he developed earlier in life as a case manager.
Born and raised on the Upper West Side of Manhattan in New York City, Cris currently lives in the Van Cortlandt Park area of the Bronx with his partner, Lizandra, and two children. He is a competitive bowler and loves spending time with his family.
About Oliver E. Kelley
Drawing on more than 9 years of experience in the private wealth management industry, Oliver Kelley contributes to an outstanding service experience for clients of The 399 Park Group.
Prior to joining Morgan Stanley in 2023, Oliver spent over four years with Wells Fargo Advisors, primarily focused on portfolio management duties within their Wealth and Investment Management division. He started his career as a Registered Client Associate with Moors & Cabot in Boston.
Oliver graduated with a B.A. in economics from Trinity College in 2016. While in college, he spent guest semesters at the Tuck Business Bridge Program at Dartmouth, and at Charles University in Prague, Czech Republic. A native of the Boston area, he currently resides in New York City. He is an avid skier and golfer.
Prior to joining Morgan Stanley in 2023, Oliver spent over four years with Wells Fargo Advisors, primarily focused on portfolio management duties within their Wealth and Investment Management division. He started his career as a Registered Client Associate with Moors & Cabot in Boston.
Oliver graduated with a B.A. in economics from Trinity College in 2016. While in college, he spent guest semesters at the Tuck Business Bridge Program at Dartmouth, and at Charles University in Prague, Czech Republic. A native of the Boston area, he currently resides in New York City. He is an avid skier and golfer.
About Emmett de Kanter
Emmett de Kanter earned his B.A. in Biology at Harvard University, where he was president of his class, rowed varsity crew, studied in Seville, and was awarded for his commitment to community. He attended the Westminster School in Simsbury, Connecticut, where he grew up on campus, captained three sports, and won academic awards. Emmett is an avid reader, runner and rower, and resides in Manhattan.
About Jake P Shulman
Jake Shulman is a graduate of The Pennsylvania State University, where he earned a Bachelor of Science in Economics. He began his career at Morgan Stanley in 2022 as a Financial Planning Specialist before joining The 399 Park Group.
An active investor since 2018, Jake has cultivated a deep understanding of the Equity and Fixed Income markets. His passion led him to pursue the Certified Investment Management Analyst® (CIMA®) designation through the Yale School of Management, which he has since earned.
Originally from Long Island, Jake now resides in Manhattan. In his free time, he enjoys golfing, fishing, and spending time with family and friends.
An active investor since 2018, Jake has cultivated a deep understanding of the Equity and Fixed Income markets. His passion led him to pursue the Certified Investment Management Analyst® (CIMA®) designation through the Yale School of Management, which he has since earned.
Originally from Long Island, Jake now resides in Manhattan. In his free time, he enjoys golfing, fishing, and spending time with family and friends.
About Mary Grace Regan
Mary Grace Regan joined Morgan Stanley as a Client Service Associate after several years at JPMorgan Advisors, where she served ultra-high net worth clients on a nationally ranked team. Mary Grace focuses on all aspects of account opening and service as well as money movement and reporting.
Originally from the New York area, Mary Grace is a graduate of the College of the Holy Cross, where she obtained a B.A. in Economics, a minor in Statistics, and was a member of the Ciocca Center for Business, Ethics, and Society.
She holds FINRA Series 7 and 66 securities licenses and resides in NYC.
Originally from the New York area, Mary Grace is a graduate of the College of the Holy Cross, where she obtained a B.A. in Economics, a minor in Statistics, and was a member of the Ciocca Center for Business, Ethics, and Society.
She holds FINRA Series 7 and 66 securities licenses and resides in NYC.
Contact Alexander Kramer
Contact Lisa Wolf
Contact Bibi Conrad
Contact Lora Cooperman
Contact Thomas E Goss, Jr.
Contact Christopher Hart, CFA
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
Barron's Top 250 Private Wealth Management Teams
Barron's Top 250 Private Wealth Management Teams Source: barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023.
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Private Wealth Management
Professional Insights
399 Park Group - Market Update - Fall 2025
Wealth Management
Global Investment Office
Portfolio Insights
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
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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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
5Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
6Morgan 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
7Products 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Investing 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
5Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
6Morgan 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
7Products 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Investing 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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
CRC 4237142 (02/2025)
