The Austin Silicon Hills Group at Morgan Stanley

Mark Kaye is an Executive Director and founding partner of his team within Morgan Stanley’s Wealth Management Group. He is one of a small number of advisors within his firm who currently hold the Dedicated Equity Plan Specialist designation focusing on unique corporate services. Additionally, he has garnered the Portfolio Manager title, which represents his dedication to providing exemplary service to clients through capital markets coverage, proactive management, and consistent and direct communication.

As a founder and senior advisor of The Austin Silicon Hills Group at Morgan Stanley, Mark is responsible for shaping the team’s strategic vision. He has dedicated his career to providing tailored financial advice to successful families, corporations, and high net-worth individuals through a disciplined and goals-based process. Mark's extensive financial background enables him to help clients achieve their personal and mission-based goals, while building a diversified investment portfolio.

Mark graduated from the University of Texas at Austin with Honors in 2005. With over 17 years of experience, he has earned several professional accolades, including Forbes America’s Top Next-Generation Wealth Advisor four years in a row and Forbes Best-In-State Wealth Advisor, 2020.

Diversification does not guarantee a profit or protect against loss in a declining financial market.

​Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Jan 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/18 - 6/30/19.

2018-2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Weatlh Advisors)
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

Anthony Cortina began his investment career in 2009 after earning his bachelor's degree in finance from The College of New Jersey. Anthony’s responsibilities include providing wealth management services to individual and corporate clients, including investment strategies, liability management, coordinating with accountants, estate attorneys, and other professionals to shape clients' full financial lives. Anthony and his team specialize in assisting equity plan participants through Morgan Stanley with investment strategies and building holistic financial plans to incorporate each individual client’s needs.

Anthony holds the Chartered Retirement Planning Counselor™ designation, awarded by the Certified Financial Planner™ Board of Standards, Inc. Prior to joining Morgan Stanley, Anthony spent the previous decade with UBS and Merrill Lynch, where he worked as a Financial Advisor.

Anthony’s passions include golf, travel, and time spent at the shore with his family. He lives with his wife, Nicole, and their children, daughters Addison and Emma, at their home in Allentown, New Jersey.

As the head of financial planning and wellness with The Austin Silicon Hills Group, Jordan Winterfeld creates personalized financial plans to help clients clarify their goals for their investments, taxes, estate management, insurance, college, business, and philanthropy. Holistic financial planning gives our clients a road map we use to help you efficiently grow and preserve your hard-earned resources and wealth.

After earning his bachelor’s degree in Communication with a minor in Political Science from Texas A&M University, Jordan continued studying the markets and learning about how to better serve clients. He earned the CERTIFIED FINANCIAL PLANNER™ designation, awarded by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc., and the Certified Exit Planning Advisor designation awarded by the Exit Planning Institute™.

Along with his wife, Chelsea, and their twins, Sarah and Xander, Jordan is active with his church community, The Houston Food Bank, and Bo's Place. They also have a special place in their hearts for promoting cancer research and resources through MD Anderson Cancer Center and Seattle Children's Hospital. He enjoys reading fiction, playing with their Great Dane, and tackling physical challenges like ToughMudder, GoRuck, and the MS150 cycling fundraising event.


Disclosures:
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

The CFP^® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP^® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Elizabeth Cummins has worked in the financial services industry for over 20 years. Since joining Morgan Stanley in 2011, her primary focus has been managing Executive Financial Services and Equity Compensation activities, including open-market transactions and Rule 10b5-1 trading plans. Today, Elizabeth serves as the team’s primary point of contact to assist Corporate Executives and Board Members with their equity, ensuring compliance with Insider Trading Policy, Section 16, and Rule 144, and as a liaison to our Morgan Stanley @ Work corporate client relationships.
Elizabeth was born and raised in Houston, TX. She earned a BA from the University of Texas at Austin, where she met her husband of 24 years, Ed. In addition to raising their three boys, Elizabeth enjoys reading, running, hiking, yoga, and skiing in Crested Butte, Colorado.

Denaee Eastwood is a Senior Registered Client Service Associate of The Austin Silicon Hills Group. Denaee helps service all administrative requests from clients and the Financial Advisors on the team. Her responsibilities include helping open new accounts, working through tax complications, and creating performance reviews. She brings a wealth of industry experience and insight to create an excellent experience for each of our clients.

Before Denaee joined Morgan Stanley, she spent 25 years at UBS holding many different positions, including client service as well as operations and management. Denaee has her Series 7, 9, 10, and 63 licenses.

Denaee has many interests. When she is out of the office, she has a passion for outdoors activities like camping, snow skiing, and enjoying the mountains. She loves the Astros and Spurs, and her favorite musician is George Strait. She is a native Texan who was raised in Victoria. One day, Denaee hopes to live on a farm with a pasture full of Longhorn Cattle among other farm animals. She has taught Sunday School, done missionary work, and taught Vacation Bible School which she has enjoyed doing for years now. At home, you may find her spending time with her husband and son or cooking something tasty in the kitchen.