Eliah S. Najjar
Senior Investment Management Consultant, Managing Director, Investing with Impact Director
Phone:
(312) 453-9143(312) 453-9143
Morgan Stanley Private Wealth Management
The 92nd Group
Direct:
(312) 453-9143(312) 453-9143
Our Mission Statement
To provide families of multi-generational wealth: first with superior investment advice, which includes strong performance and risk management; second with thoughtful advice about their total wealth, including their businesses and non-investment assets; and third, to help them with the governance of their family, the development of their human capital opportunities, and the creation of their legacy.
Welcome
The post-internet world is becoming increasingly complex at an increasing rate, and only a dominant firm such as Morgan Stanley Private Wealth Management can field the hundreds of experts and specialists that go into creating superior outcomes for our clients. Our team members then deliver a luxury-hotel level of service and responsiveness to free your time for the most valuable things in your life.
Based in Chicago, but with a nationwide presence, our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come. We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Team Highlights:
• Elite Chicago Morgan Stanley PWM team with ~$1.5B AUM, as of January 2022
• Thoughtful, comprehensive wealth management services for our entrepreneurial, multigenerational, and high-net-worth clients;
• Personal, customized, responsive attention through a concierge-level of service;
• Deep resources in Sustainable and Values-based Investing;
• Broad, deep experience with significant families and clients. We have seen the successes and failures, and the unintended consequences of decisions made early in the process.
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.
Based in Chicago, but with a nationwide presence, our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come. We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Team Highlights:
• Elite Chicago Morgan Stanley PWM team with ~$1.5B AUM, as of January 2022
• Thoughtful, comprehensive wealth management services for our entrepreneurial, multigenerational, and high-net-worth clients;
• Personal, customized, responsive attention through a concierge-level of service;
• Deep resources in Sustainable and Values-based Investing;
• Broad, deep experience with significant families and clients. We have seen the successes and failures, and the unintended consequences of decisions made early in the process.
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- 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, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the 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.
TRANSACTION PLANNING
Many of our clients come referred to us in advance of a potential liquidity event. In advising them, we separate our advice into three distinct phases.
PRE-LIQUIDITY
There are many things for the client to consider before approaching investment bankers or potential buyers. Because of our experience in middle-market mergers and acquisitions and exit planning, we try to get clients to specifically address 3 things:
1. Deciding what to sell; to whom; and when – some parts of your business may be of more value to you than to potential buyers. You may want to keep these. Would you rather have management or family own the company even if it’s at a lower price? Also, do you feel you are too young to sell, or would you rather start another idea?
2. Fix problems now, before any one else’s opinion is affected…“You only have one chance to make a first impression”
3. Maximum value is achieved through an auction process. Get several buyers into a competitive bid process. Do not approach buyers one at a time.
Before undertaking a sale or monetization, we help clients think through various estate planning and tax sensitive strategies to maximize after-sale proceeds as well as optimize generational wealth transfer.
We also work to understand your objectives and long-term goals for your family, so we can examine your estate plan in light of a potential transaction, adjust for actions you should take before liquidity, and help stress-test the possible outcomes against your desired outcomes.
AT-LIQUIDITY
Often the time leading up to the sale of a business is stressful. There are endless tasks and managing the process is all-encompassing. Our advice is that clients should leave long-term investment decisions for another day. Instead, we engage our Morgan Stanley colleagues specializing in Strategic Liquidity Management. Together, we build clients customized cash management portfolios that tailor fixed income maturities with our clients' specific liabilities and risk tolerance.
POST-LIQUIDITY
Once we have an effective cash management strategy in place, and our clients are ready, we begin the long-term investment and family office planning process. This is when we take a deep dive into your personal and unique circumstances, goals, and situation.
PRE-LIQUIDITY
There are many things for the client to consider before approaching investment bankers or potential buyers. Because of our experience in middle-market mergers and acquisitions and exit planning, we try to get clients to specifically address 3 things:
1. Deciding what to sell; to whom; and when – some parts of your business may be of more value to you than to potential buyers. You may want to keep these. Would you rather have management or family own the company even if it’s at a lower price? Also, do you feel you are too young to sell, or would you rather start another idea?
2. Fix problems now, before any one else’s opinion is affected…“You only have one chance to make a first impression”
3. Maximum value is achieved through an auction process. Get several buyers into a competitive bid process. Do not approach buyers one at a time.
Before undertaking a sale or monetization, we help clients think through various estate planning and tax sensitive strategies to maximize after-sale proceeds as well as optimize generational wealth transfer.
We also work to understand your objectives and long-term goals for your family, so we can examine your estate plan in light of a potential transaction, adjust for actions you should take before liquidity, and help stress-test the possible outcomes against your desired outcomes.
AT-LIQUIDITY
Often the time leading up to the sale of a business is stressful. There are endless tasks and managing the process is all-encompassing. Our advice is that clients should leave long-term investment decisions for another day. Instead, we engage our Morgan Stanley colleagues specializing in Strategic Liquidity Management. Together, we build clients customized cash management portfolios that tailor fixed income maturities with our clients' specific liabilities and risk tolerance.
POST-LIQUIDITY
Once we have an effective cash management strategy in place, and our clients are ready, we begin the long-term investment and family office planning process. This is when we take a deep dive into your personal and unique circumstances, goals, and situation.
ENTREPRENEUR RESOURCES
By engaging our team, you gain access to the intellectual capital and vast resources of our firm to help you manage your personal finances. Private Wealth Management can extend that range into your professional life, delivering the capital markets and institutional investing solutions needed to help pursue the strategic ambitions of your enterprise.
Reach out to us to find out how we can assist with your entrepreneurial endeavors.
Reach out to us to find out how we can assist with your entrepreneurial endeavors.
Insights for Entrepreneurs
FAMILY WEALTH MANAGEMENT
As your family grows and your wealth increases, you may face a broader and more complex set of wealth management challenges. As Private Wealth Advisors, we have the extensive experience, dedicated training and the resources necessary to help you and your family address these needs.
Private Wealth Management combines the vast resources of a global financial services firm with the individualized services of an investment boutique to address planning, governance, liability management and investing needs of ultra high net worth families, their businesses and their philanthropic enterprises. Our goal is to help preserve and grow your financial, family and social capital so that you can create a positive impact today and for generations to come.
Significant families have unique competitive advantages over every other type of investor, and you should capture these advantages in your planning: you have more resources than the average investor, and with the help of Morgan Stanley due to its dominant industry position, you can gain access to unique and powerful opportunities. Unlike pension funds and endowments, you have a very long time horizon – 20, 50, even 100 years. Only the significant private investor can capture opportunities in land, art, early technologies, and other long-term ideas. Also, unlike pensions and endowments, you do not have to report to outsiders; you can wait out a difficult period, or even hold cash as you wait to seize the right moment.
Private Wealth Management combines the vast resources of a global financial services firm with the individualized services of an investment boutique to address planning, governance, liability management and investing needs of ultra high net worth families, their businesses and their philanthropic enterprises. Our goal is to help preserve and grow your financial, family and social capital so that you can create a positive impact today and for generations to come.
Significant families have unique competitive advantages over every other type of investor, and you should capture these advantages in your planning: you have more resources than the average investor, and with the help of Morgan Stanley due to its dominant industry position, you can gain access to unique and powerful opportunities. Unlike pension funds and endowments, you have a very long time horizon – 20, 50, even 100 years. Only the significant private investor can capture opportunities in land, art, early technologies, and other long-term ideas. Also, unlike pensions and endowments, you do not have to report to outsiders; you can wait out a difficult period, or even hold cash as you wait to seize the right moment.
Family Office Resources – Overview
Ultra-high net worth families have unique, complex needs, and Morgan Stanley has created a dedicated team to service those needs and provide an enhanced offering. 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.
View Presentation
Family Office Resources – Case Studies
In four separate case studies, learn how a Morgan Stanley Private Wealth Advisor can leverage Family Office resources to assist ultra-high net worth families in situations that are unique to their circumstances. With professionals standing by to assist, the advisor and Firm can work together to help families in their most important issues and create solutions to address their needs.
Read the Case Studies
Family Governance & Dynamics
Family Governance & Wealth Education is a comprehensive, family-focused offering designed to help ultra-high net worth families address their human capital challenges.
Learn About the Family Governance Group
Art Resources Team (ART)
Learn about all the art-related resources and services available at Morgan Stanley. Discover a holistic approach to looking at art as an asset and taking prudent measures to plan for what happens to one's collection both during life and after death.
Explore the Art Resources Team
Philanthropy Management
Philanthropy Management supports individual, family, corporate and private foundation, and nonprofit clients ($25MM+ AUM) by offering a suite of services to help define and realize clients’ charitable missions.
Learn About MS Philanthropy Management
Estate Planning Strategies
Morgan Stanley Wealth and Estate Planning Strategists look at all aspects of an individual’s estate to understand the potential income tax and estate planning attributes of the vehicles. The goal is for the client and his or her investment professionals to make more informed investment decisions looking at their estate plan holistically.
View the One-Pager
Trust Services
Your Morgan Stanley Financial Advisor works with Morgan Stanley Trust Specialists to review your trust document and analyze your situation to recommend a selection of corporate trustee partners who they believe may be the "right fit" for your situation. This arrangement includes compelling investment management platforms available through Morgan Stanley.
View the One-Pager
Insurance Solutions
Insurance Solutions offers a customized suite of industry-leading products, featuring Life, Long-Term Care (LTC), and Disability Income (DI) Insurance. Products are designed to mitigate and manage clients' risk and provide a potent wealth planning tool for an uncertain future.
Explore Insurance Solutions
Signature Access Lifestyle Advisory
Lifestyle Advisory provides Financial Advisors and their clients with access to a referral network that can offer an array of specialty services.
Learn About Signature AccessLocation
233 S Wacker Dr
Ste 9200
Chicago, IL 60606
US
Direct:
(312) 453-9143(312) 453-9143
Meet The 92nd Group
Drew Cleereman, CFP®, CIMA®*
Assistant Vice President, PWM Wealth Management Associate
Phone:
(312) 453-9175(312) 453-9175
Ben Wolter
Registered Client Service Associate
Phone:
(312) 453-9146(312) 453-9146
Zack Mappa
Registered Client Service Associate
Phone:
(312) 453-9470(312) 453-9470
Mamta Shah
Executive Director, Trust Specialist
Craig Styles
Vice President, Philanthropic Advisor
Melanie Schnoll-Begun
Managing Director, Head of Philanthropy Management and President of Morgan Stanley Impact Funding Trust
Charline Burgess
Vice President, Senior Wealth Education Specialist, Family Office Resources
Mary DiChristofano
Managing Director, Lending Specialist, Family Wealth Director
Brian Birnbaum
Executive Director, Alternative Investments Director
Robert Iverson
Executive Director, Wealth and Estate Planning Strategist, Family Office Resources
About Eliah S. Najjar
Eliah is an Managing Director and a Senior Investment Management Consultant with Morgan Stanley in the firm’s Private Wealth Management Group. He joined Morgan Stanley in 2004, and has spent his entire career working with ultra-high net worth families. Prior to joining Morgan Stanley, Eliah began his career at JP Morgan’s Private Bank in Chicago and worked for a brief time at Lehman Brothers. In his role, Eliah works with families to understand their investment goals and objectives, and assists in the development and implementation of solutions for these families. Furthermore, Eliah works across generations within families to help ensure long-term relationship continuity, and to ensure the understanding of basic financial principles across the generations. Additionally, Eliah is part of a select group of advisors at Morgan Stanley that has earned the firm’s “Impact Director” designation, qualifying him to create investment portfolios that address issues of sustainability and social change or adhere to religious principles. In 2019, Eliah was first named to the list of Forbes Best-in-State Financial Advisors. He currently serves as the sole Private Wealth Management representative on the Morgan Stanley Great Lakes Region Financial Advisory council.
Eliah and his family are deeply involved with Roberti Community House, which works to provide food and educational resources to help foster talent and skill development in the Waukegan, Illinois community. Eliah is also a direct supporter of the Catholic Charities, Lake Forest Country Day School, Pathways.org and Sinai (Chicago) Health System. Eliah serves on the Parish Council of St. Patrick’s Catholic Church (Lake Forest) and was recently a Board and finance committee member of the Lake Forest Symphony. Eliah received his MBA from the Ross School of Business at the University of Michigan in 2004, with concentrations in finance and corporate strategy. He received his BA magna cum laude in Economics from Northwestern University in 1999. He currently resides in Lake Forest, Illinois with his wife and two daughters.
Disclosures:
2019-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Portfolios using Environmental, Social and Governance (“ESG”) criteria, also known as sustainable or impact investing, may perform differently than those without such considerations. ESG focused investments may face market limitations, and there is no guarantee they will achieve better financial or sustainability outcomes.
Eliah and his family are deeply involved with Roberti Community House, which works to provide food and educational resources to help foster talent and skill development in the Waukegan, Illinois community. Eliah is also a direct supporter of the Catholic Charities, Lake Forest Country Day School, Pathways.org and Sinai (Chicago) Health System. Eliah serves on the Parish Council of St. Patrick’s Catholic Church (Lake Forest) and was recently a Board and finance committee member of the Lake Forest Symphony. Eliah received his MBA from the Ross School of Business at the University of Michigan in 2004, with concentrations in finance and corporate strategy. He received his BA magna cum laude in Economics from Northwestern University in 1999. He currently resides in Lake Forest, Illinois with his wife and two daughters.
Disclosures:
2019-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Portfolios using Environmental, Social and Governance (“ESG”) criteria, also known as sustainable or impact investing, may perform differently than those without such considerations. ESG focused investments may face market limitations, and there is no guarantee they will achieve better financial or sustainability outcomes.
Securities Agent: CA, UT, SD, ME, PA, IA, CO, TX, MT, MD, LA, ID, WY, NC, MO, NM, NJ, FL, AZ, TN, KS, WI, WA, NY, DE, GA, DC, OR, OH, NV, MN, MI, IN, MA, IL, CT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1375298
NMLS#: 1375298
About Drew Cleereman
Drew is a Wealth Management Associate with Morgan Stanley’s Private Wealth Management division. In his role, Drew supports The 92nd Group with the planning and management of ultra-high net worth client assets. Drew joined The 92nd Group in 2024 after previously serving as an Investment Analyst for the Graystone Consulting, from Morgan Stanley team in Green Bay, Wisconsin. Drew brings to the team over 5 years of industry experience.
Drew graduated from Lake Forest College in 2019 with a B.A. in Finance and concentration in Computer Science. He currently resides in Grayslake, Illinois with his wife, Megan, and their daughter. When away from the office, he enjoys fishing, taking his dog for walks, and spending time with friends and family.
*Disclaimer: This role cannot solicit or provide investment advice
Drew graduated from Lake Forest College in 2019 with a B.A. in Finance and concentration in Computer Science. He currently resides in Grayslake, Illinois with his wife, Megan, and their daughter. When away from the office, he enjoys fishing, taking his dog for walks, and spending time with friends and family.
*Disclaimer: This role cannot solicit or provide investment advice
About Ben Wolter
Ben is a Client Service Associate with Morgan Stanley’s Private Wealth Management division. In his role, Ben supports The 92nd Group with the planning and management of ultra-high net worth client assets. Ben became a full time associate in 2023 after previously supporting The 92nd Group as an intern in 2022.
Ben graduated from Northwestern University with a BA in Economics, minoring in Computer Science. During his time at Northwestern, he served as a Student Ambassador for Movember, a global charity that raises awareness and funds for men’s health issues. In his free time, he enjoys playing soccer, training in Brazilian Jiu-Jitsu, and spending time with friends and family. Ben was raised in Kansas and currently resides in Evanston, Illinois.
Ben graduated from Northwestern University with a BA in Economics, minoring in Computer Science. During his time at Northwestern, he served as a Student Ambassador for Movember, a global charity that raises awareness and funds for men’s health issues. In his free time, he enjoys playing soccer, training in Brazilian Jiu-Jitsu, and spending time with friends and family. Ben was raised in Kansas and currently resides in Evanston, Illinois.
About Zack Mappa
Zack is a Client Service Associate with Morgan Stanley’s Private Wealth Management division. In his role, Zack supports The 92nd Group with the planning and management of ultra-high net worth client assets. Zack joined The 92nd Group in 2024 after previously working as a financial advisor for Equitable Advisors.
Zack graduated from Purdue University with a B.A. in Financial Counseling and Planning. During his time at Purdue, he was the treasurer of his fraternity and was also a founding member of the university’s Financial Planning Association chapter. Zack currently resides in Chicago, Illinois with his fiancée, Hannah. In his free time, he enjoys playing pickleball, exploring new restaurants and spending time with friends and family.
Zack graduated from Purdue University with a B.A. in Financial Counseling and Planning. During his time at Purdue, he was the treasurer of his fraternity and was also a founding member of the university’s Financial Planning Association chapter. Zack currently resides in Chicago, Illinois with his fiancée, Hannah. In his free time, he enjoys playing pickleball, exploring new restaurants and spending time with friends and family.
About Mamta Shah
Mamta Shah is the Trust Specialist based in Chicago, covering the Midwest Region. Morgan Stanley provides a full array of personal and institutional trust services to high net worth clients of the firm. Mamta’s responsibilities include educating Financial Advisors and their clients on the open architecture trust service model and helping them identify opportunities to leverage the trust partners on the platform.
About Craig Styles
Craig advises clients on charitable giving strategies, nonprofit governance, fundraising and establishment of Family Foundations and/or Donor Advised Funds.
About Melanie Schnoll-Begun
Melanie Schnoll-Begun is Managing Director and Head of Wealth Management’s Philanthropy Management group. She works with the firm’s most influential clients to focus, support, and scale their philanthropic endeavors. In addition to spearheading Philanthropic Consulting Services, Melanie launched and oversees the Morgan Stanley Global Impact Funding Trust (GIFT), the firm’s global Donor-Advised Fund, and Foundation Management Services, a platform for family and corporate foundations.
About Charline Burgess
Charline Burgess is the Senior Wealth Education Specialist in Morgan Stanley’s Family Governance & Wealth Education unit within Family Office Resources. In this role, she develops, coordinates, and curates financial education programs, and teaches those programs to the Firm’s UHNW clients and their next generation. She has a passion for education, and has over sixteen years of experience in education instruction, curriculum and content development for a variety of platforms.
Charline graduated from the University of Florida with a Master of Education degree and a B.A. in English with a double minor in Education and Environmental Studies. Charline has presented at both national and state level education conferences as well as financial industry conferences and local community groups. She has been published in Kiplinger’s and interviewed for The Family Wealth Report. Charline currently holds her FINRA Series 7, 63 and 65 securities licenses.
Charline graduated from the University of Florida with a Master of Education degree and a B.A. in English with a double minor in Education and Environmental Studies. Charline has presented at both national and state level education conferences as well as financial industry conferences and local community groups. She has been published in Kiplinger’s and interviewed for The Family Wealth Report. Charline currently holds her FINRA Series 7, 63 and 65 securities licenses.
About Mary DiChristofano
Mary DiChristofano is a Managing Director, Private Wealth Advisor, Lending Specialist and Family Wealth Director for Graystone Consulting – Chicago at Morgan Stanley. She currently services the firm’s clients as their Family CFO, coordinating all their financial and estate planning needs as well as philanthropic intents. Backed by a talented team of specialized professionals, Mary’s attention to the nuances of each client profile and unique financial goals has cemented Morgan Stanley/Graystone’s reputation as a firm in a category of one.
Securities Agent: MO, IA, VT, UT, TX, NE, PA, KS, HI, FL, NC, DE, AZ, AR, SC, OR, NY, MA, AK, VA, NM, MT, LA, AL, WA, GA, CO, SD, IL, DC, CT, OH, NJ, NH, KY, IN, ID, CA, WI, TN, NV, MN, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1492070
Securities Agent: MO, IA, VT, UT, TX, NE, PA, KS, HI, FL, NC, DE, AZ, AR, SC, OR, NY, MA, AK, VA, NM, MT, LA, AL, WA, GA, CO, SD, IL, DC, CT, OH, NJ, NH, KY, IN, ID, CA, WI, TN, NV, MN, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1492070
Securities Agent: MO, IA, VT, UT, TX, NE, PA, KS, HI, FL, NC, DE, AZ, AR, SC, OR, NY, MA, AK, VA, NM, MT, LA, AL, WA, GA, CO, SD, IL, DC, CT, OH, NJ, NH, KY, IN, ID, CA, WI, TN, NV, MN, MI; General Securities Representative; Investment Advisor Representative
About Brian Birnbaum
Brian Birnbaum is an Executive Director for Graystone Consulting – Chicago at Morgan Stanley. Brian has worked with clients in the areas of asset allocation and investment policy development, manager selection and ongoing program monitoring. Brian is a Chartered Financial Analyst® charterholder and a member of the CFA Society of Chicago and the CFA Institute.
Securities Agent: IA, AZ, WI, VA, NE, IN, FL, AL, PA, OR, MO, KY, NH, MN, HI, VT, SD, WA, TN, NY, NV, DC, NC, MA, GA, CA, TX, SC, OH, NM, DE, AK, UT, NJ, MT, CO, LA, CT, AR, MI, KS, IL, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1698552
Securities Agent: IA, AZ, WI, VA, NE, IN, FL, AL, PA, OR, MO, KY, NH, MN, HI, VT, SD, WA, TN, NY, NV, DC, NC, MA, GA, CA, TX, SC, OH, NM, DE, AK, UT, NJ, MT, CO, LA, CT, AR, MI, KS, IL, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1698552
Securities Agent: IA, AZ, WI, VA, NE, IN, FL, AL, PA, OR, MO, KY, NH, MN, HI, VT, SD, WA, TN, NY, NV, DC, NC, MA, GA, CA, TX, SC, OH, NM, DE, AK, UT, NJ, MT, CO, LA, CT, AR, MI, KS, IL, ID; General Securities Representative; Investment Advisor Representative
About Robert Iverson
Robert Iverson is a Wealth and Estate Planning Specialist at Morgan Stanley as apart of the firm’s Family Office Resources team. In this role, he serves as a resource for private wealth advisors and their ultra-high net worth clients in matters related to estate planning, tax, wealth preservation and philanthropy.
Contact Eliah S. Najjar
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
Mike Manson
Private Banker
Lynn King
Family Office Resources Generalist
About Mike Manson
Mike Manson is a Private Banker serving Morgan Stanley Wealth Management offices in Illinois.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Mike began his career in financial services in 2010, and joined Morgan Stanley in 2019 as an Associate Private Banker. Prior to joining the firm, he was a Senior Wealth Strategist and Banking Consultant at UBS. He also was a Bank Manager at BMO Harris Bank.
Mike is a graduate of Roosevelt University, where he received a Bachelor of Business Administration in Accounting. He also received a Post- Baccalaureate Certificate in Finance from Northwestern University. Mike and his family resides in Glenview, IL. Outside of the office, Mike enjoys early morning workouts, golf, and playing 16 inch softball.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Mike began his career in financial services in 2010, and joined Morgan Stanley in 2019 as an Associate Private Banker. Prior to joining the firm, he was a Senior Wealth Strategist and Banking Consultant at UBS. He also was a Bank Manager at BMO Harris Bank.
Mike is a graduate of Roosevelt University, where he received a Bachelor of Business Administration in Accounting. He also received a Post- Baccalaureate Certificate in Finance from Northwestern University. Mike and his family resides in Glenview, IL. Outside of the office, Mike enjoys early morning workouts, golf, and playing 16 inch softball.
NMLS#: 728335
About Lynn King
Lynn R. King is a Family Office Resource Generalist for the Mid-America region. She has over 15 years of experience working with families, family offices, and their attorneys, CPAs and financial advisors on issues unique to the UHNW client. Lynn started her career as an attorney in Illinois working with closely held businesses across the country on a broad range of topics, including entity structuring, estate planning, business succession and tax. She then joined New York Life Insurance as a Corporate Vice President in their Advanced Planning Group. In this role she expanded on her experience from private practice and engaged with clients on complex business and personal planning needs.
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.
Private Wealth Management
Professional Insights
On the Markets
Wealth Management
Global Investment Office
Portfolio Insights
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.
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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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.
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.
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 6295606 (3/2024)
