Executive Director, Financial Advisor, Portfolio Management Director, Workplace Advisor - Equity Compensation
Phone:
(512) 370-0470(512) 370-0470
The Austin Silicon Hills Group at Morgan Stanley
Direct:
(512) 370-0470(512) 370-0470
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With nearly a century of combined industry experience, our team provides personalized wealth management for corporate stock benefit plan executives through tailored financial planning that seeks to address the full spectrum of liquidity, longevity, and legacy needs.
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Family Office Resources help clients and Financial Advisors curate and navigate an expansive suite of highly specialized resources to help address the complex multifaceted challenges of managing significant wealth so clients may make complicated decisions confidently. Here are some resources to help you navigate:
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
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Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
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The 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, leading to more informed investment decisions when looking at their estate plan holistically.
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Executives today are increasingly compensated with stock or stock options. It is critical that an executive understands the risk of investing financial assets and the potential reward of preferential income tax treatment.
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Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
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U.S. Policy Pulse: 100 Days of Trump 2.0
DATE: April 24, 2025 at 4:15 p.m. ETWhat do the policies of the administration's first 100 days indicate for the economy and the markets? Join Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, for a conversation with Global Head of Government Relations, Michael J. Stein, and Head of U.S. Policy, Monica Guerra, about potential implications for investors.Can't attend the live event? Register anyway for access to the replay.
4398292 04/2025
Online
Location
8701 Bee Caves Rd
Ste 300
Austin, TX 78746
US
Direct:
(512) 370-0470(512) 370-0470
Meet The Austin Silicon Hills Group
Anthony Cortina
Senior Vice President, Financial Advisor, Senior Portfolio Manager, Workplace Advisor - Equity Compensation
Phone:
(609) 844-7941(609) 844-7941
Jordan Winterfeld
Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation
Phone:
(720) 488-2333(720) 488-2333
Elizabeth E Cummins
Vice President, Director of Business Strategy
Phone:
(713) 651-5899(713) 651-5899
M. Denaee Eastwood
Senior Registered Client Service Associate
Phone:
(713) 651-5896(713) 651-5896
About Mark Kaye
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.
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.
Securities Agent: VT, RI, TX, VA, PR, CT, NH, MS, MA, MN, TN, AK, ID, MO, NV, PA, UT, LA, NC, SD, WV, WA, DC, WI, OK, SC, KS, CA, OH, CO, IN, WY, IL, ME, AL, ND, VI, NE, NJ, NM, OR, KY, MI, GA, IA, NY, MD, MT, AR, AZ, DE, FL, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 2078587
NMLS#: 2078587
About Anthony Cortina
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.
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.
Securities Agent: WY, GA, MS, UT, NE, OR, NY, MD, IL, IA, FL, CT, KY, DE, AR, WI, SD, PR, NM, MN, HI, AZ, AL, WV, OK, NV, ND, MT, MI, ME, PA, NH, CO, TN, IN, CA, AK, VT, VA, TX, SC, MO, DC, OH, KS, WA, RI, NJ, NC, MA, LA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 959477
NMLS#: 959477
About Jordan Winterfeld
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.
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.
Securities Agent: UT, OK, WV, WY, OH, NM, PA, VI, CT, CA, ND, KY, MT, WI, MS, VT, PR, TN, TX, OR, SD, DE, NH, SC, NJ, RI, WA, NY, VA, IA, HI, IN, KS, GA, NV, MO, IL, MI, NE, MN, NC, MD, AK, AZ, ME, AR, DC, MA, LA, ID, FL, CO, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 2134918
NMLS#: 2134918
About Elizabeth E Cummins
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.
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.
About M. Denaee Eastwood
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.
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.
Contact Mark Kaye
Contact Anthony Cortina
Contact Jordan Winterfeld
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Ready to start a conversation? Contact The Austin Silicon Hills Group today.
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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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)