Welcome

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 Breitenecker Hart Piniros Team strives to simplify and solve our clients' most important financial challenges with a constant eye toward their life-long aspirations.  With over 80 years of combined 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.
Capabilities
  • Comprehensive Wealth Planning
  • Investment Management
  • Proprietary Investment Opportunities
  • Open-Architecture Platform
  • Risk Management
  • Family Governance & Wealth Education
  • Sustainable & Responsible Investing
  • Corporate Services
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 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • 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 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

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 Breitenecker Hart Piniros Team 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.

Clients

We work with a small number of highly successful entrepreneurs, executives, families and foundations around the world. While our clients reside in Europe, 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.

Location

1585 Broadway
22nd Fl
New York, NY 10036
US
Direct:
(212) 761-4226(212) 761-4226

Meet The BHP Group

About Me

Fotios is a 25-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 among the Top 200 Wealth Advisors in 2016, America's Top 250 Wealth Advisors in 2017, and Best-In-State Wealth Advisors for 2018 and 2019. In addition, he has been recognized by Barron's Magazine among the Top 100 Advisors in New York from 2011 through 2018, and by Financial Times' 400 Top Financial Advisors in 2013, 2014 and 2016.
Securities Agent: TX, IL, WY, WI, WA, VT, VA, UT, TN, SC, PR, PA, OH, NY, NM, NJ, NH, NC, MT, MN, MI, MD, MA, LA, HI, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1255361

About Me

Drawing on over three 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, and 2014 - 2018, and by Financial Times among the 400 Top Financial Advisers in 2014 - 2016, and 2018. In addition, he was recognized in Forbes' 2018 and 2019 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.
Securities Agent: TX, MT, IL, WY, WI, WA, VT, VA, UT, TN, SC, PR, PA, OH, NY, NM, NJ, NH, NC, MN, MI, MD, MA, LA, KS, HI, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1339293

About Me

With 20 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.
Securities Agent: TX, IL, WY, WI, WA, VT, VA, UT, TN, SC, PA, OH, NY, NM, NJ, NH, NC, MT, MN, MI, MD, MA, LA, HI, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1369333

About Me

David brings 14 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 Me

With twelve years of experience, Lauren provides the team's clients with an excellent experience by delivering key operational, trade and client service support Lauren is a graduate of Villanova University with a B.S. in Business Administration, majoring in Finance ('07) Joining Morgan Stanley in 2007, Lauren worked as a Management Operations Analyst and as a Trade Support Associate in Morgan Stanley's Institutional Equity Division prior to joining Private Wealth Management in 2011 Lauren is an active volunteer with Investwrite and Covenant House. She enjoys running, yoga, playing tennis, reading, and travelling.

About Me

Connor brings three 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 Me

With eight years of experience, Chris is responsible for providing the team's clients with broad operational and administrative support Chris joined Morgan Stanley in 2011 as an Anti-Money Laundering Compliance Analyst, earned a Certified Anti-Money Laundering Specialist (CAMS) designation in 2015. Prior to joining Morgan Stanley, Chris studied Economics at Union College and was a four-year member of the Union College Varsity Soccer team Chris is an active leader in fundraising efforts for Memorial Sloan Kettering Cancer Center, having established teams for the Annual Terry Fox Run and the Wall Street Decathlon that have raised thousands of dollars to support research and treatment of rare cancers On his free time, Chris enjoys playing soccer, softball, football, and cooking.

About Me

Lane began her career at Morgan Stanley in 2015 as an intern and went on to join the Wealth Management Rotational Analyst Program. As part of the two year program, Lane worked in Alternative Investments Due Diligence, Private Banking Sales Strategy, and Capital Markets Equity Sales. In 2018, Lane joined the BHP Group as a Wealth Advisor Associate, with a focus on client relationship management and the team's marketing efforts. Prior to joining Morgan Stanley, Lane studied Marketing and Theatre at Bucknell University. Lane enjoys running, live music, skiing, and attending Broadway plays.
Securities Agent, Investment Advisor Representative, General Securities Representative; CT; NY
Professional Insights

Michael Wilson: Monthly Investment Perspectives Webcast


Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Early-Stage Trust and Estate Planning

Early-Stage Trust and Estate Planning

The early stage of your company’s growth is an important time to consider in-depth estate planning.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Charitable Planning: In the Case of Modest Charitable Inclinations

Charitable Planning: In the Case of Modest Charitable Inclinations

A charitable remainder unitrust (CRUT) is a split-interest trust with charitable and non-charitable beneficiaries. Consider the case study of an investor who is seeking to diversify a large position of zero basis stock.

More from Morgan Stanley

Morgan Stanley Ideas Podcast

Morgan Stanley Ideas Podcast

Bringing you revealing stories about the world of business, finance, technology and beyond.
Learn more about Morgan Stanley Ideas Podcast
OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
The Playbook: A Millennial's Guide to Life & Money

The Playbook: A Millennial's Guide to Life & Money

This collection of resources provides highly actionable, jargon-free advice for young investors navigating major life milestones such as starting a new job, getting married, buying a home, and more. Learn More
Learn more about The Playbook: A Millennial's Guide to Life & Money
LISTEN | The Pyramid of Giving: When to Say Yes. How to Say No.

LISTEN | The Pyramid of Giving: When to Say Yes. How to Say No.

You can support the people and causes you care about, while also turning down requests when you feel you have done enough. Tune in for tips and hear from Katherine Lorenz, President of the Cynthia and George Mitchell Foundation, who shares her story.
Learn more about LISTEN | The Pyramid of Giving: When to Say Yes. How to Say No.
See Your Complete Financial Picture

See Your Complete Financial Picture

Now you view your accounts from other financial institutions on Morgan Stanley Online and the Morgan Stanley Mobile App.
Learn more about See Your Complete Financial Picture
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Market Information Delayed 20 Minutes
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 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

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.