The Bear Hill Group at Morgan Stanley

Keith is the founding member of The Bear Hill Group, and a Managing Director at Morgan Stanley. Keith concentrates primarily on customized asset allocation modeling tailored to our clients’ individual risk parameters. Where appropriate, Keith integrates institutional equity managers with an array of tailored alternative investment solutions to complement our core fixed income portfolios. His additional areas of focus include liability management through his access to the firm’s banking and lending products and services. Keith also works closely with Morgan Stanley’s Estate Planning Group and clients’ outside advisors to help deliver comprehensive, multi-generational wealth transfer solutions to our clients.

Prior to Morgan Stanley, Keith served as a Private Wealth Advisor at UBS and was a member of the firm’s President Council. He was a regular speaker for the firm’s corporate advisory council and an active mentor for incoming associate classes. Keith holds FINRA Series 3, 7, 31, 63 and 65 licenses as well as PA Life and Health insurance licenses. Keith is also a Chartered Retirement Plans Specialist with a CRPS designation, in addition to his NMLS license for mortgage and tailored lending solutions.

Backed by 9 years of industry experience all with The Bear Hill Group, Blaise focuses on client relationship management and business development. Blaise coordinates comprehensive, long-term, tax efficient wealth management solutions for the families and institutions we represent. On a daily basis, Blaise creates wholistic, tax-efficient financial plans for existing and prospective clients and their families, while also employing cash management tactics, managed equity, fixed income, and alternative portfolio allocation solutions, hedging strategies, equity trading, performance reporting, tax preparation, and philanthropic initiatives.

Blaise holds his Series 7 and 66 licenses as well as his NMLS license for mortgage and tailored lending solutions.

With more than 30 years of experience in the financial services industry, Jen began her career at the Philadelphia Stock Exchange before moving to UBS (formerly PaineWebber) in 1993. She joined the team in 2004 and continued with the group through its transition to Morgan Stanley in 2008.

Jen is dedicated to delivering a truly concierge-level client experience. As the team’s primary point of contact, she builds lasting relationships with clients and seeks to ensures their needs are met with care, responsiveness, and attention to detail. She oversees administrative and transactional matters-including money movement, trade execution and account administration, working closely with the team to provide seamless, personalized service. Her depth of industry knowledge and genuine commitment to clients help foster strong and long-term relationships.

Jen holds her Series 7, 31, 63 and 65 licenses.

Angela is a Saint Joseph’s University Graduate with degrees in both Finance and Business Intelligence and Analytics. Angela has five years of experience in the Financial Services Industry and was previously a Team Leader managing Investment Service Representatives and Supply/Demand Operations.

Angela is originally from Mechanicsburg, PA but now resides in Philly. In her free time, she likes to explore different eateries in the city, watch Philly sports, and go to the shore.