The 720 Wealth Management Group at Morgan Stanley

Harold J. Trischman, a Managing Director at Morgan Stanley, provides guidance on a spectrum of complex wealth issues that face ultra-high net worth individuals and businesses. A seasoned professional with 35 years of experience, he develops highly customized investment strategies. Harold’s in-depth knowledge spans many disciplines, such as portfolio management, estate planning strategies, philanthropy, alternative investments, control and restricted securities, hedging and monetization, and option strategies. Harold’s experience in capital markets helps clients to maximize investment opportunities in all types of economic scenarios.

Managing generational wealth is highly complex and multifaceted. Harold is among an elite group of just 4% of Morgan Stanley Financial Advisors who have demonstrated professional knowledge and experience in meeting the needs of ultra-wealthy families, and to have earned the Family Wealth Director designation as of September 2019. As a Family Wealth Director, our team has access to family advisory services to address family office needs, including family governance and dynamics, philanthropy management and lifestyle advisory. He is committed to delivering his depth of experience and breadth of knowledge in wealth planning and capital markets to the team’s valued clients.

A graduate of McGill University, Harold earned his Bachelor of Science in biochemistry in 1983, and an MBA in international finance from New York University in 1993. His passion for his clients’ success is only equaled by his commitment to philanthropy. Harold is a member of the board of directors and past Board Chair of LifeBridge Community Services in Bridgeport, Connecticut. He is also a member of the board of directors of two McGill University advisory boards. Harold resides in Fairfield, Connecticut, with his wife, Susan, and has two grown children, John and Hannah. In his spare time, he enjoys travel, golf and curling.

Robert A. Franchini works with many of the group's ultra high net worth individuals and families, helping them to preserve their legacies. As a Certified Financial Planner™ with more than 24 years of experience, he has spent his career providing guidance to clients with the most sophisticated wealth planning needs. As their trusted Advisor, clients count on Robert’s insights and counseling for almost any financial matter they face.

A Family Wealth Director, Robert is part of an elite group of just 4% of Morgan Stanley Financial Advisors who have demonstrated knowledge and experience across an extensive range of wealth management disciplines, as of September 2019. Robert advises families on multifaceted wealth transfer strategies, charitable planning and business succession planning. Additionally, Robert’s areas of experience encompass, but are not limited to, portfolio construction, risk management, lending, hedging and monetization, and other techniques to deal with concentrated positions, trust and estate analysis and plan design, and almost all issues surrounding divorcing clients.

Robert earned his Bachelor of Arts from Denison University in 1996. He and his wife, Stephanie, live in his hometown of Fairfield, Connecticut, with their two children, R.J. and Lucy. Robert enjoys volunteering at a number of local charities. Presently, he is a member of both the finance board and the investment committee of the Greenfield Hill Congregational Church. Active in his children’s sports, Robert coaches both of his children’s soccer teams. When not volunteering, he most enjoys traveling and spending time with his family, playing soccer, skiing and tennis.

With more than four decades of experience working with ultra high net worth clients, Joyce Goldfarb, an Executive Director at Morgan Stanley, brings keen insights and a historical perspective to managing clients’ portfolios. Known for listening intently to clients, Joyce strives to find opportunities that help add value to clients’ financial objectives, and to their life aspirations. With her extensive experience, Joyce guides clients’ portfolios rationally and confidently through the market’s many cycles. Joyce focuses on building individualized portfolios for each client, incorporating equities, fixed income, alternative investments, retirement planning and estate planning strategies. Joyce is also deeply rooted in the fixed income markets, providing insight to the team's fixed income portfolio management.

Throughout her career, Joyce has attained a number of professional distinctions, including Portfolio Management Director and Wealth Advisor at Morgan Stanley. As a Portfolio Management Director, Joyce is part of an exclusive group of Morgan Stanley Financial Advisors who are qualified by the firm to manage clients’ assets on a discretionary basis. Additionally, understanding the importance of financial planning for clients’ financial success, Joyce earned her certified financial planner™ designation early in her career, in 1983.

Recognizing Joyce’s commitment to her clients, she has been acknowledged by Forbes magazine multiple times for excellence. Joyce has been named to the Forbes Top Women Wealth Advisors list from 2017 through 2023. Additionally, Forbes named Joyce among the Best in State Wealth Advisors for 2018 through 2023. She has been on both lists every year since each list began.

A graduate of Brooklyn College, Joyce received her Bachelor of Arts, with a major in economics and English literature. Joyce lives in Westport with her husband, Arthur, and their two beloved yellow Labs. They enjoy traveling, are passionate “foodies” and avid readers. She and Arthur are proud of their time volunteering in the Emergency Department at Norwalk Hospital and their work with many local charities.

2018-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.


2017-2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2017-2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

A Certified Financial Planner™, Stephanie M. Franchini provides strategic planning and financial guidance on all issues surrounding wealth management for high net worth individuals, families and business owners. She focuses on helping clients to preserve and grow their wealth, and create efficient wealth transfer strategies, all of which are designed to be in alignment each client’s values. Stephanie is also responsible for managing and facilitating the team's growing defined-benefit and defined-contribution plan business. Passionate about helping clients going through a transition, Stephanie obtained the Certified Divorce Financial Analyst™ designation, and is one of the lead advisors on the team’s most complex divorce issues. Additionally, Stephanie is responsible for overseeing the team’s trading operations, which include, but are not limited to, the trading of equities, options, bonds and commodities.

Stephanie’s experience in financial services spans more than 21 years. A graduate of the University of Massachusetts, Stephanie earned her Bachelor of Science in business administration in 1999. Stephanie resides in Fairfield, Connecticut, with her husband, Robert, and their two children, R.J. and Lucy. In her spare time, she enjoys traveling, reading, tennis, spending time with her family and volunteering in the local community.

Karl is a seasoned financial professional with over 20 years of experience in a variety of capacities including Portfolio Manager at Avatar Associates, Equity Analyst at Bank of America Securities, and Executive Director at JP Morgan. Over the course of his career, Karl has worked with some of the largest and most sophisticated investors in the world. For the past five years, Karl has had the pleasure of working as a Morgan Stanley Financial Advisor to high net worth individuals, local businesses, and non-profits. He has top notch industry credentials, including an MBA from Columbia Business School, as well as the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations.

Karl has long-standing and deep ties in the local community and is involved in the Westport Rotary Club, Habitat for Humanity, and other local organizations. In addition, Karl has been fortunate to share his knowledge with the next generation as an Adjunct Professor at Columbia Business for more than a decade. His experience has taught him that the key to investing is to maintain a long term perspective, avoid fads and high-flyers, and focus on risk management.

Ben has a deep passion for bringing order to clients’ finances, and helping them to achieve their financial goals. He strives to make a difference in clients’ lives by taking a holistic view. Ben’s goals-based approach to wealth planning, employing principles, a consultative style and transparency are at the crux of his client relationships.

Growing up in a family where both of his parents are teachers, Ben believes it is important to financially educate clients as part of his role as a Financial Advisor. He spends time helping clients to understand the how and why of each recommendation, translating financial jargon into easy to understand terms. As a millennial, he enjoys expanding client relationships with the next generation of multi-generational families. Ben helps younger family members understand prudent investing and the benefits of financial planning. It is with this dedication to collaboration and exceptional service that he builds strong client relationships.

Ben is actively involved in his community, serving as Chairman of the Young Professionals Committee for the Susie Foundation, where he also sits on the Board of Directors. In addition, he volunteers as a Big Brother with Big Brothers Big Sisters of Connecticut, supporting and mentoring local youth. In his free time, Ben enjoys playing and watching sports, as well as just about any outdoor activity that keeps him active. He currently lives in Stamford, Connecticut.

Brett Rosen is a Vice President and Financial Advisor in the Greenwich, Connecticut office of Morgan Stanley Wealth Management. Brett partners with a select number of entrepreneurs, corporate executives, and private equity, hedge fund, & venture capital principals in developing comprehensive investment, lending, and wealth planning solutions. With over a decade of experience, Brett provides holistic advice by helping his clients navigate the challenging financial decisions that are demanded by the complexities of affluent families, their balance sheet, and their businesses.

Brett provides a highly personalized approach to the clients he serves, while being able to connect them with the broader resources and capabilities that the firm has to offer. Brett takes the time to fully understand the needs of each of his clients so that he can collaborate with them to develop detailed and integrated strategies. Such strategies include custom asset & portfolio management advice, creative lending solutions, access to next generation education, philanthropic offerings, and other legacy planning strategies.

Having spent his entire career in Wealth Management, Brett has worked with many High & Ultra High Net Worth families with tenure at firms such as JPMorgan, Goldman Sachs, & Alliance Bernstein. Brett has extensive insight into the needs of successful clients and takes a lot of pride in being able to provide timely advice & planning strategies across a wide variety of client backgrounds and situations. Brett has experience working with a diverse range of clients and draws on that experience to help navigate life-changing transactions and inflection points for his clients, while helping to guide them in preserving and developing their wealth for generations to come.

Brett holds a B.S. from Babson College in Wellesley, MA, where he was Captain of the Men’s NCAA Lacrosse Team. Brett grew up in New Jersey and currently lives with his wife in New Canaan, Connecticut. In his free time, Brett enjoys golf, skiing, fly-fishing, and traveling.