Fotios Piniros
Managing Director, Private Wealth Management, Private Wealth Advisor, International Client Advisor
Phone:
(212) 761-4382(212) 761-4382
Morgan Stanley Private Wealth Management
The BHP Group
Direct:
(212) 761-4226(212) 761-4226
Our Mission Statement
We help affluent families address the complexities of significant wealth and create the greatest impact for generations to come by combining our global perspective with a personalized approach.
Welcome
For over 20 years, The BHP Group has grown into one of the top 50 private wealth management practices in the United States, as ranked by Barron's. We are a ten member team, with a combined industry experience of over 125 years. Our team's knowledge and experience in investing, planning and client service help us serve a global clientele of individuals, their families, including the NextGen, and foundations. The BHP Group currently manages over $13 billion in assets.
Morgan Stanley Private Wealth Management (PWM) is a boutique advisory group catering exclusively to the needs of ultra-high net worth individuals, families and foundations. Within PWM, the BHP Group strives to simplify and solve our clients' most important financial challenges with a constant eye toward their life-long aspirations. With our experience and tenure at Morgan Stanley, we are uniquely positioned to deliver highly customized client service, drawing on the deep relationships we develop with our clients and their families.
We look forward to learning more about your goals and demonstrating how we can help you achieve them through fully customized wealth management solutions.
The BHP Group was named to Barron's Top 100 Teams in the Country list from 2021-2024, the Forbes Best-In-State Wealth Management Teams list 2023 and 2024, and the Forbes America's Top Wealth Management Team 2024.
In addition to our team award, our partners have earned recognition as:
- Barron's Top 100 Advisors in New York 2010-2018, 2022, 2023, 2024
- Forbes Top Wealth Advisors 2016-2024
- Forbes Best-In-State Wealth Advisors 2018-2024
Barron's Top 100 Private Wealth Management Teams. Source: Barron's.com (Awarded Apr 2021-2024) Data compiled by Barron's based on 12-month time period concluding in December of year prior to the issuance of the award. Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2010-2012, 2014-2018, 2022, 2023, 2024 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2010-2012, 2014-2018, 2022, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2018-2024 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2016-2024 Forbes America's Top Wealth Advisors Source: Forbes.com (Awarded 2016-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March (2019-2023 award) and June (2016-2018 award) of the year the award was issued.
2024 Forbes America's Top Wealth Management Team Source: Forbes (Awarded Nov 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/23-3/31/24.
Morgan Stanley Private Wealth Management (PWM) is a boutique advisory group catering exclusively to the needs of ultra-high net worth individuals, families and foundations. Within PWM, the BHP Group strives to simplify and solve our clients' most important financial challenges with a constant eye toward their life-long aspirations. With our experience and tenure at Morgan Stanley, we are uniquely positioned to deliver highly customized client service, drawing on the deep relationships we develop with our clients and their families.
We look forward to learning more about your goals and demonstrating how we can help you achieve them through fully customized wealth management solutions.
The BHP Group was named to Barron's Top 100 Teams in the Country list from 2021-2024, the Forbes Best-In-State Wealth Management Teams list 2023 and 2024, and the Forbes America's Top Wealth Management Team 2024.
In addition to our team award, our partners have earned recognition as:
- Barron's Top 100 Advisors in New York 2010-2018, 2022, 2023, 2024
- Forbes Top Wealth Advisors 2016-2024
- Forbes Best-In-State Wealth Advisors 2018-2024
Barron's Top 100 Private Wealth Management Teams. Source: Barron's.com (Awarded Apr 2021-2024) Data compiled by Barron's based on 12-month time period concluding in December of year prior to the issuance of the award. Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2010-2012, 2014-2018, 2022, 2023, 2024 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2010-2012, 2014-2018, 2022, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2018-2024 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2016-2024 Forbes America's Top Wealth Advisors Source: Forbes.com (Awarded 2016-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March (2019-2023 award) and June (2016-2018 award) of the year the award was issued.
2024 Forbes America's Top Wealth Management Team Source: Forbes (Awarded Nov 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/23-3/31/24.
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.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Philosophy
The BHP Group offers fully customized wealth management solutions and advice, precisely suited to the individual objectives of each of our clients. By leveraging the extraordinary breadth of firm-wide expertise and resources, we apply our unique global perspective to develop sophisticated strategies for our clients to protect and grow their assets, transfer wealth to future generations, and define their philanthropic legacies. Combining Morgan Stanley’s world-class investment platform with our team’s depth of knowledge across asset classes, including alternative investments, foreign exchange, and impact investing, to name a few, we are able to access the best investment solutions for our clients in an ever-changing global market.
Central to our business is our commitment to simplify financial complexity for our clients with the goal of providing clarity and control. We employ a truly personalized and holistic approach that speaks directly to clients and their family’s needs. Quarterly reviews with our team and daily access to dedicated client service associates provide our clients with ease of access, while allowing us the opportunity to work with clients on executing their comprehensive financial plans. We frequently access the expertise of our firm in estate planning, family governance and philanthropic giving to facilitate conversations and address some of the most challenging topics faced by families with significant wealth.
Central to our business is our commitment to simplify financial complexity for our clients with the goal of providing clarity and control. We employ a truly personalized and holistic approach that speaks directly to clients and their family’s needs. Quarterly reviews with our team and daily access to dedicated client service associates provide our clients with ease of access, while allowing us the opportunity to work with clients on executing their comprehensive financial plans. We frequently access the expertise of our firm in estate planning, family governance and philanthropic giving to facilitate conversations and address some of the most challenging topics faced by families with significant wealth.
Clients
We work with a small number of highly successful entrepreneurs, executives, families and foundations around the world. While our clients reside in Europe, Asia, the Middle East and throughout the United States, their wealth management needs share much in common. Most have built successful enterprises, many have sold them, but they all tend to share a similar global view. Our clients believe that no region has a monopoly on opportunity and that global diversification is essential to their long-term success. They come to us not only for our expansive resources and capabilities, but also for the worldwide perspective that our clients themselves help us derive through our daily interactions. Our ability to deliver unparalleled service and client support enables us to serve as a virtual family office for our clients while delivering objective solutions to the complex financial challenges presented by our uncommonly diverse clientele.
Some of our clients include:
- High net worth families & individuals
- Offshore investors
- CEOs & other senior execs of publicly traded companies
- Single & Multi-family offices
- Private Family Foundations & DAFs
- Entrepreneurs
Some of our clients include:
- High net worth families & individuals
- Offshore investors
- CEOs & other senior execs of publicly traded companies
- Single & Multi-family offices
- Private Family Foundations & DAFs
- Entrepreneurs
Location
1585 Broadway
22nd Fl
New York, NY 10036
US
Direct:
(212) 761-4226(212) 761-4226
Meet The BHP Group
Andrew Hart
Managing Director, Private Wealth Management, Private Wealth Advisor, International Client Advisor
Phone:
(212) 761-4356(212) 761-4356
Roland Breitenecker
Executive Director, Private Wealth Advisor, International Client Advisor
Phone:
(212) 761-4417(212) 761-4417
David Newton
First Vice President, Director of Business Strategy, Private Wealth Management
Phone:
(212) 761-4226(212) 761-4226
Lauren Closs
First Vice President, Group Director
Phone:
(212) 761-4237(212) 761-4237
Connor Urban
Assistant Vice President, Portfolio Management Associate
Phone:
(212) 761-4459(212) 761-4459
Michael Cascione
PWM Registered Associate
Phone:
(212) 761-3098(212) 761-3098
Bianca Conway, Wealth Management Associate
Assistant Vice President, PWM Registered Associate
Phone:
(212) 761-2747(212) 761-2747
Robert Tirrito
PWM Registered Associate
Phone:
(212) 761-9430(212) 761-9430
Spilios Kanellopoulos
Portfolio Management Associate
Phone:
(212) 761-7754(212) 761-7754
Dominic Venuti
Client Service Associate
Phone:
(212) 761-0044(212) 761-0044
About Fotios Piniros
Fotios is a 28-year veteran at Morgan Stanley, having started his career in the Institutional Equity Division and now advising both domestic and international UHNW clients on investing their wealth. Fotios serves his clients with specific experience in alternative investing, asset allocation, and opportunistic fixed income and equity trading. As a designated International Client Advisor and an Alternative Investment Director, Fotios is responsible for covering his team’s expanding global client base which includes some of the wealthiest families in both Europe and the U.S.
After graduating from Adelphi University in 1994, Fotios joined Morgan Stanley and meanwhile earned his MBA from Fordham University in 2000. Highly active in the Greek-American community, Fotios is a member of The Hellenic Institute, Leadership 100 of the Greek Orthodox Church of America and Hellenic Bankers Association. He also volunteers his time at the Greek Orthodox Church of our Savior in Rye, NY and enjoys spending time outside the office playing tennis, soccer and windsurfing.
Fotios has earned rankings by Forbes as one of America's Top Wealth Advisors from 2016 – 2024, and Best-In-State Wealth Advisors from 2018 - 2024. In addition, he has been recognized by Barron's Magazine among the Top 100 Advisors in New York from 2011 through 2018, 2022, 2023 (#29), and by Financial Times' 400 Top Financial Advisors in 2013, 2014 and 2016.
2016-2024 Forbes America's Top Wealth Advisors Source: Forbes.com (Awarded 2016-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March (2019-2024 award) and June (2016-2018 award) of the year the award was issued.
2018-2024 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2011-2018, 2022, 2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2011-2018, 2022, 2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2013, 2014, 2016 Financial Times 400 Top Financial Advisors Source: ft.com (Awarded Apr 2013, Mar 2014, Mar 2016) Data compiled by Financial Times based on data as of 12/31/12, 9/30/12 - 9/30/13, and 9/30/13 - 9/30/15.
After graduating from Adelphi University in 1994, Fotios joined Morgan Stanley and meanwhile earned his MBA from Fordham University in 2000. Highly active in the Greek-American community, Fotios is a member of The Hellenic Institute, Leadership 100 of the Greek Orthodox Church of America and Hellenic Bankers Association. He also volunteers his time at the Greek Orthodox Church of our Savior in Rye, NY and enjoys spending time outside the office playing tennis, soccer and windsurfing.
Fotios has earned rankings by Forbes as one of America's Top Wealth Advisors from 2016 – 2024, and Best-In-State Wealth Advisors from 2018 - 2024. In addition, he has been recognized by Barron's Magazine among the Top 100 Advisors in New York from 2011 through 2018, 2022, 2023 (#29), and by Financial Times' 400 Top Financial Advisors in 2013, 2014 and 2016.
2016-2024 Forbes America's Top Wealth Advisors Source: Forbes.com (Awarded 2016-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March (2019-2024 award) and June (2016-2018 award) of the year the award was issued.
2018-2024 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2011-2018, 2022, 2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2011-2018, 2022, 2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2013, 2014, 2016 Financial Times 400 Top Financial Advisors Source: ft.com (Awarded Apr 2013, Mar 2014, Mar 2016) Data compiled by Financial Times based on data as of 12/31/12, 9/30/12 - 9/30/13, and 9/30/13 - 9/30/15.
Securities Agent: MA, VT, UT, GA, WY, PA, FL, WA, NC, CO, WI, TX, RI, MD, SC, OR, NM, MI, IL, LA, ID, TN, OH, NJ, NH, DC, CA, DE, CT, PR, KY, HI, AZ, VA, NY, MT, MN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1255361
NMLS#: 1255361
About Andrew Hart
Drawing on over four decades of financial industry experience, Andrew serves the team’s top clients by focusing on asset allocation, equity portfolio management and private equity opportunities. Andrew manages discretionary strategies including Core U.S. Growth and Global Dividend Growth portfolios. Andrew was ranked by Barron’s Magazine among the Top 100 Advisors in New York in 2010 - 2012, 2014 - 2018, 2022, 2023 and by Financial Times among the 400 Top Financial Advisers in 2014 - 2016, and 2018. In addition, he was recognized in Forbes' 2018 - 2023 Best-In-State Wealth Advisors.
A graduate of Ohio Wesleyan University, Andrew joined Morgan Stanley in 1991 after working at Wertheim Schroder and then Oppenheimer & Co. He is active in his community, serving on the board of Neighborhood Studios, a school for visual and performing arts in Bridgeport, CT. Andrew also donates his time and resources to fundraising for cancer research through various organizations including the Pan-Mass Challenge.
Andrew is a member of the Montclair Golf Club, who also enjoys skiing, ice hockey, fly fishing and reading. He and his family particularly enjoy spending time together on their ranch in Montana.
2010-2012, 2014-2018, 2022, 2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2010-2012, 2014-2018, 2022, 2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2014, 2016, 2018 Financial Times 400 Top Financial Advisors Source: ft.com (Awarded Mar 2014, Mar 2016, Mar 2018) Data compiled by Financial Times based on data as from 9/30/12 - 9/30/13, 9/30/13 - 9/30/15, and 6/30/15 - 6/30/17.
2018-2023 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
A graduate of Ohio Wesleyan University, Andrew joined Morgan Stanley in 1991 after working at Wertheim Schroder and then Oppenheimer & Co. He is active in his community, serving on the board of Neighborhood Studios, a school for visual and performing arts in Bridgeport, CT. Andrew also donates his time and resources to fundraising for cancer research through various organizations including the Pan-Mass Challenge.
Andrew is a member of the Montclair Golf Club, who also enjoys skiing, ice hockey, fly fishing and reading. He and his family particularly enjoy spending time together on their ranch in Montana.
2010-2012, 2014-2018, 2022, 2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2010-2012, 2014-2018, 2022, 2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2014, 2016, 2018 Financial Times 400 Top Financial Advisors Source: ft.com (Awarded Mar 2014, Mar 2016, Mar 2018) Data compiled by Financial Times based on data as from 9/30/12 - 9/30/13, 9/30/13 - 9/30/15, and 6/30/15 - 6/30/17.
2018-2023 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: DC, TX, NH, KS, OH, WY, SC, PA, MT, VA, PR, NM, DE, OR, IL, ID, WA, NC, LA, GA, AZ, MD, HI, FL, CT, CO, CA, WI, TN, MN, VT, NJ, KY, UT, RI, NY, MI, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1339293
NMLS#: 1339293
About Roland Breitenecker
With 27 years of financial industry experience at Morgan Stanley, Roland brings knowledge and a focus on municipal and corporate fixed income management, asset allocation and family office services to the team. After spending five years in Tokyo, Japan working at Interac Co, Ltd and Tokuei Shoji CO., Ltd, Roland joined Morgan Stanley in 1997. Within the firm, Roland is part of the President's Club, an elite group composed of the firm's top advisors.
Roland earned his B.A. from the University of North Carolina in 1990 and his MBA from the Fuqua School of Business at Duke University in 1997. Roland is active with Student Sponsor Partners, and supports a variety of philanthropic organizations in the areas of education. He is also passionate about Lacrosse, as a former college player and coach in the John Jay Youth League in Lewisboro, NY. Outside of the office, Roland enjoys photography, backcountry skiing, live music, and playing golf. Roland speaks three languages: English, German and Japanese.
Roland has earned rankings by Forbes as one of America's Best-In-State Wealth Advisors from 2023-2024.
2023,2024 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Roland earned his B.A. from the University of North Carolina in 1990 and his MBA from the Fuqua School of Business at Duke University in 1997. Roland is active with Student Sponsor Partners, and supports a variety of philanthropic organizations in the areas of education. He is also passionate about Lacrosse, as a former college player and coach in the John Jay Youth League in Lewisboro, NY. Outside of the office, Roland enjoys photography, backcountry skiing, live music, and playing golf. Roland speaks three languages: English, German and Japanese.
Roland has earned rankings by Forbes as one of America's Best-In-State Wealth Advisors from 2023-2024.
2023,2024 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: LA, VT, TN, OR, NY, MD, DE, UT, RI, PR, NH, NC, MI, IL, HI, MN, MA, KY, CA, AZ, WY, WA, OH, DC, VA, PA, NM, ID, TX, FL, CT, CO, GA, WI, SC, NJ, MT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1369333
NMLS#: 1369333
About David Newton
David brings 19 years of experience at Morgan Stanley to provide the team with his trading knowledge in equities, fixed income, foreign exchange and complex products David also focuses on client portfolio analytics as well as development and execution of asset allocation strategies After graduating from Boston College, magna cum laude, with a B.A. in Economics, David joined Morgan Stanley Private Wealth Management as an Analyst in 2005 and earned his Chartered Financial Analyst (CFA) designation in 2009. He is a member of the CFA Institute and the New York Society of Security Analysts David has volunteered with Student Sponsor Partners and Habitat for Humanities. He also enjoys spending time outside the office skiing, playing soccer and playing tennis.
About Lauren Closs
Lauren Closs serves as the Group Director for The BHP Group at Morgan Stanley. With 17 years of experience, Lauren provides the team's clients with an excellent experience by delivering key operational, trade and client service support. She also specializes in Family Office Resources and handles the BHP Group’s events and marketing efforts.
Prior to joining The BHP Group in 2011, Lauren worked as a PWM Operations Analyst and as a Trade Support Associate in Morgan Stanley’s Institutional Equity Division.
Lauren is a graduate of Villanova University with a B.S. in Business Administration, majoring in Finance (’07). Lauren is an active volunteer with Investwrite. She enjoys running, yoga, playing tennis, reading, and travelling. Lauren lives in NJ with her husband and three daughters.
Prior to joining The BHP Group in 2011, Lauren worked as a PWM Operations Analyst and as a Trade Support Associate in Morgan Stanley’s Institutional Equity Division.
Lauren is a graduate of Villanova University with a B.S. in Business Administration, majoring in Finance (’07). Lauren is an active volunteer with Investwrite. She enjoys running, yoga, playing tennis, reading, and travelling. Lauren lives in NJ with her husband and three daughters.
About Connor Urban
Connor brings nine years of experience at Morgan Stanley Private Wealth Management to the team, with experience handling account onboarding and broad client operational needs Connor joined Morgan Stanley in 2015 after graduating from Penn State University with a B.S. in Finance Outside the office, Connor enjoys cooking, traveling and playing basketball and softball.
About Michael Cascione
Michael is a graduate of Loyola University Maryland with a B.S. in in Business Administration, majoring in Finance ('12). Michael joined the firm in 2013 working as a Financial Control Analyst in the firm’s Investment Banking Controller team before transitioning to an Operations role in the Collateral Management Group as a Financial Associate. Michael is an active volunteer at Saint William the Abbot parish in Long Island, NY. Outside of work, Michael enjoys swimming, playing baseball, and boating.
About Bianca Conway
Bianca joined Morgan Stanley in 2017. Prior to that, she was a member of Credit Risk team at JP Morgan for 10 years. Before joining our team, she was a regional risk team lead for International Wealth Management.
Bianca has a BA in Finance from SUNY New Paltz. In her spare time she competes in Rodeo (barrel racing) events and uses her farm to help mitigate fresh food shortages in urban neighborhoods in NYC.
Bianca has a BA in Finance from SUNY New Paltz. In her spare time she competes in Rodeo (barrel racing) events and uses her farm to help mitigate fresh food shortages in urban neighborhoods in NYC.
About Robert Tirrito
Rob is a graduate of the US Merchant Marine Academy with a B.S. in Marine Systems Engineering (’16). Prior to joining Morgan Stanley in 2022, Rob worked for Norfolk Naval Shipyard as a nuclear engineer and served six years in the US Navy Reserve. Outside of work, Rob enjoys golfing, fishing, and spending time at the beach.
About Spilios Kanellopoulos
Spilios graduated from Georgetown University in 2019 with a B.A. in Economics. He joined the firm and the BHP group in 2019 as a PWM Client Service Associate. In January 2023, Spilios joined Morgan Stanley Investment Management in London where he worked in the Client Relationship Management team servicing Separately Managed Accounts (SMAs) for institutional clients including pension funds, sovereign wealth funds and sophisticated family offices in the EMEA region. Starting September 2024, Spilios has rejoined PWM and the BHP Group as a Portfolio Management Associate.
Outside of work Spilios enjoys travelling, skiing and playing soccer, padel and tennis.
Outside of work Spilios enjoys travelling, skiing and playing soccer, padel and tennis.
About Dominic Venuti
Dominic is a graduate of The University of Virginia and North Carolina State University, earning an M.S. in Commerce (’23) and a B.A. in International Studies (’22) respectively. While in school, Dominic interned with the United States Committee for Refugees and Immigrants, contributing research to the organization’s legal and grant writing teams in Raleigh, NC. Outside of work, Dominic enjoys watching and playing sports like basketball and tennis, going to stand-up comedy shows, and playing guitar.
Contact Fotios Piniros
Contact Andrew Hart
Contact Roland Breitenecker
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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
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
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
3Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
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)
