Phone:
(212) 643-5709(212) 643-5709
The Atlas Edge Group at Morgan Stanley
Direct:
(212) 643-5702(212) 643-5702
Our Mission Statement
Our mission is to provide comprehensive, personalized financial guidance that helps clients navigate every stage of life with clarity and confidence.
we start with a deep understanding of each client's unique goals and financial needs. Global perspectives. Wise advice.
we start with a deep understanding of each client's unique goals and financial needs. Global perspectives. Wise advice.
Our Story and Services
With decades of experience in wealth management and investment advisory, our team provides thoughtful, full-service planning for high-net-worth individuals, families, and their closely held businesses. We guide clients through every stage of their financial journey—from helping build wealth to helping preserve it for future generations.
Our background includes working with international clients, supporting multigenerational planning, and helping business owners navigate complex financial needs. We prioritize understanding each client’s unique goals and values, helping deliver strategies tailored to their long-term success.
We give clients across the atlas an edge with our expertise, compassion and wise counsel. We are trusted partners for U.S. and cross-border clients, however complex. Backed by the global resources of Morgan Stanley, our team is committed to helping clients make informed, confident decisions—today and for the future.
Disclaimer:
Not all products and services are available in all jurisdictions or countries
Our background includes working with international clients, supporting multigenerational planning, and helping business owners navigate complex financial needs. We prioritize understanding each client’s unique goals and values, helping deliver strategies tailored to their long-term success.
We give clients across the atlas an edge with our expertise, compassion and wise counsel. We are trusted partners for U.S. and cross-border clients, however complex. Backed by the global resources of Morgan Stanley, our team is committed to helping clients make informed, confident decisions—today and for the future.
Disclaimer:
Not all products and services are available in all jurisdictions or countries
Services Include
- Professional Portfolio ManagementFootnote1
- Asset Management
- Cash Management and Lending ProductsFootnote2
- Alternative InvestmentsFootnote3
- Structured ProductsFootnote4
- Trust AccountsFootnote5
- Endowments and FoundationsFootnote6
- Financial PlanningFootnote7
- Estate Planning StrategiesFootnote8
- Life InsuranceFootnote9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Legacy Planning
Financial planning customized to your family's needs is essential to preservation of wealth. Keeping the next generation informed is key to their future financial goals.
Financial Literacy
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. It's never too early to start improving financial literacy in your family.
Conversation Guide
Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.
“Thoughts on the Market” Podcast
Listen in as Morgan Stanley colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Access your financial world at your convenience.
Morgan Stanley Online
Morgan Stanley Online (MSO) enables you to view your account activity, manage your everyday finances, and authorize transactions.
Total Wealth Tool
You can now conveniently view your accounts from other financial institutions on Morgan Stanley Online giving you a complete financial picture.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Location
1 Penn Plaza 43rd
Fl
New York, NY 10119
US
Direct:
(212) 643-5702(212) 643-5702
Meet The Atlas Edge Group
Phone:
(212) 643-5959(212) 643-5959
Jorge Reyes
Wealth Management Associate
Phone:
(212) 643-5702(212) 643-5702
About Eric Cheng
Eric Cheng is a Senior Vice President and International Client Advisor at Morgan Stanley Wealth Management in New York, bringing more than two decades of family office and asset management experience and nearly three decades across financial services. He advises family offices, principal family members, and foundations, developing long-term, goals-based investment strategies across public equities and fixed income, tax-managed solutions, concentrated equity positions, corporate executive compensation, and select private secondary direct offerings.
His career began in equity research at Credit Lyonnais and Legg Mason, followed by leadership roles including Chief Investment Officer for an equity fund and positions at a European family office and BNY. Today, he leverages that breadth of knowledge to serve a diverse clientele with a focus on long-term, goals-based investment planning.
Eric has spent most of his career advising families, helping them navigate complex financial decisions and align their investment strategies with their values and aspirations. His approach is rooted in understanding each client’s unique needs and delivering tailored solutions that span generations. Fluent in Cantonese and Mandarin, Eric is particularly attuned to the needs of domestic, international, and multi-generational families.
A graduate of the University of Michigan with a degree in Biology and an MBA from Fordham University, Eric is a Portfolio Manager (PM) and an active member of his community. He supports causes such as the American Friends of Westminster Cathedral and participates in his children’s school PTA.
Eric lives in Brooklyn with his wife and two sons, and enjoys spending time with his family, traveling, reading, and exploring new restaurants. Whether helping clients pursue financial independence or managing complex family wealth, Eric’s mission is simple: to guide clients toward greater clarity and confidence.
His career began in equity research at Credit Lyonnais and Legg Mason, followed by leadership roles including Chief Investment Officer for an equity fund and positions at a European family office and BNY. Today, he leverages that breadth of knowledge to serve a diverse clientele with a focus on long-term, goals-based investment planning.
Eric has spent most of his career advising families, helping them navigate complex financial decisions and align their investment strategies with their values and aspirations. His approach is rooted in understanding each client’s unique needs and delivering tailored solutions that span generations. Fluent in Cantonese and Mandarin, Eric is particularly attuned to the needs of domestic, international, and multi-generational families.
A graduate of the University of Michigan with a degree in Biology and an MBA from Fordham University, Eric is a Portfolio Manager (PM) and an active member of his community. He supports causes such as the American Friends of Westminster Cathedral and participates in his children’s school PTA.
Eric lives in Brooklyn with his wife and two sons, and enjoys spending time with his family, traveling, reading, and exploring new restaurants. Whether helping clients pursue financial independence or managing complex family wealth, Eric’s mission is simple: to guide clients toward greater clarity and confidence.
Securities Agent: VA, NY, NJ, IN, DC, WY, WA, CO, TX, NC, IL, FL, OR, MD, MA, CT, GA, OH, CA, AZ, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 2723502
NMLS#: 2723502
About Me
Robyn Meredith brings a rare combination of financial expertise and international perspective to her work as a Financial Advisor and Senior Vice President at Morgan Stanley in New York. Over the course of her career, she has advised ultra-high net worth families, family offices, and foundations, drawing on leadership roles across premier institutions including Goldman Sachs, J.P. Morgan and BNY —as well as 15 years of on-the-ground experience in Hong Kong and the broader Asia region.
Robyn has spent much of her professional life helping sophisticated clients navigate complex decisions—whether involving multi-generational wealth planning, philanthropic goals, or the financial implications of global economic and geopolitical shifts. Known as a trusted, well-connected advisor, she is recognized for building enduring relationships and bringing the right resources to the table to help clients protect and enhance their long-term financial health.
In addition to her financial services career, Robyn is an acclaimed writer and speaker and an expert on the Global Economy. She is the best-selling author of “The Elephant and the Dragon: The Rise of India and China and What It Means For All of Us.” An expert on geopolitics and the global economy, she has also delivered a TED talk and has a distinguished media background, including roles at The New York Times, Forbes Magazine, Bloomberg TV and the American Banker, where her investigative reporting prompted congressional hearings and regulatory changes.
Robyn is a Life Member of the Council on Foreign Relations, reflecting her sustained engagement with international affairs.
Robyn has spent much of her professional life helping sophisticated clients navigate complex decisions—whether involving multi-generational wealth planning, philanthropic goals, or the financial implications of global economic and geopolitical shifts. Known as a trusted, well-connected advisor, she is recognized for building enduring relationships and bringing the right resources to the table to help clients protect and enhance their long-term financial health.
In addition to her financial services career, Robyn is an acclaimed writer and speaker and an expert on the Global Economy. She is the best-selling author of “The Elephant and the Dragon: The Rise of India and China and What It Means For All of Us.” An expert on geopolitics and the global economy, she has also delivered a TED talk and has a distinguished media background, including roles at The New York Times, Forbes Magazine, Bloomberg TV and the American Banker, where her investigative reporting prompted congressional hearings and regulatory changes.
Robyn is a Life Member of the Council on Foreign Relations, reflecting her sustained engagement with international affairs.
Securities Agent: NJ, MI, NY, GA, MD, CO, DE, SC, NC, CA, FL, IL, DC, PR, IN, HI, AZ, TX, CT, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 2750304
NMLS#: 2750304
About Jorge Reyes
Jorge Reyes serves as a Wealth Management Associate on the Atlas Edge Group at Morgan Stanley. Jorge works closely with the team to support the financial advisors in building financial plans for their clients, assisting in account openings and maintenance, preparing meeting materials, facilitating client requests, and helping ensure key operational details are addressed in a timely manner.
Prior to joining Morgan Stanley, Jorge worked at BNY Mellon within their International Wealth Management team, where he focused on client service and financial planning support. Jorge earned a bachelor’s degree in business finance from Marist University. He holds the series 7 and series 66 licenses.
Jorge resides in Astoria, NY and his favorite leisure activities include soccer, gym and traveling.
Prior to joining Morgan Stanley, Jorge worked at BNY Mellon within their International Wealth Management team, where he focused on client service and financial planning support. Jorge earned a bachelor’s degree in business finance from Marist University. He holds the series 7 and series 66 licenses.
Jorge resides in Astoria, NY and his favorite leisure activities include soccer, gym and traveling.
Contact Eric Cheng
Contact Robyn Meredith
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Ready to start a conversation? Contact The Atlas Edge Group today.
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.
2Morgan 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
3Alternative 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.
4Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
5Morgan 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 (“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.
7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
8Morgan 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.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Alternative 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.
4Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
5Morgan 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 (“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.
7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
8Morgan 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.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
