Fotios Piniros
Managing Director, Private Wealth Management, Private Wealth Advisor, Founders Specialist
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
Our team offers a full-scale suite of strategies to the world’s most sophisticated clients. Integrating our firm’s resources with our global perspective and institutional access, we aim to deliver bespoke strategies that reflect our clients’ core values, helping create legacies that transcend generations.
Welcome
Who We Are at A Glance:
What distinguishes us is not any single capability. It is the continuity of relationships built over decades, the depth of our advisory team, and access to the full breadth of Morgan Stanley's integrated platform.
- Team: 13-member team with deep Private Wealth Management experience
- Continuity: Advisors with more than 30 years at Morgan Stanley
- Assets Under Management: Approximately $21 billion
- Clientele: UHNW and multi-generational families, family offices, foundations, executives and entrepreneurs
- Advisory Expertise: Long-term wealth strategy, portfolio management, global diversification, private direct investing, cross-border planning, and coordination across trusts, foundations, and public and private business interests
- Global Client Reach: Serving clients across the United States, Europe, Asia, and the Middle East
- Recognition: Barron's Top 100 Private Wealth Management Teams (2021–2026)
International Wealth Management
Managing wealth across borders requires a distinct approach, both logistically and strategically. Factors such as tax treaties, changes in domicile, cross-border reporting obligations, and currency considerations necessitate deep knowledge. Our strategy is designed to address these complexities, rather than applying a one-size-fits-all framework.
With dedicated International Client Advisors and extensive experience serving clients across Europe, Asia, the Middle East, and beyond, we are well-equipped for this work. We provide guidance to global families with ties across continents, U.S. citizens living and working abroad, and individuals navigating changes in domicile, each with a tailored approach based on their unique circumstances.
Our U.S.-based platform offers international clients access to the full capabilities of Morgan Stanley's integrated firm, while our team provides the focused, hands-on guidance needed to navigate cross-border complexities.
Our Approach
Our clients' financial lives rarely fit within a single jurisdiction or structure. Acting as long-term advisors, we help clients navigate the financial, personal, and strategic decisions that accompany significant wealth.
Our role extends well beyond portfolio management. We coordinate estate and legacy planning strategy, philanthropic initiatives, liquidity events, family governance, lifestyle advisory, private health management, and other complex matters that shape our clients' lives. By bringing together the appropriate specialists at the right time, we help simplify complexity, provide continuity across generations, and allow our clients to focus on what matters most.
The Power of an Integrated Firm
In our practice we bring the breadth of Morgan Stanley's Integrated Firm to each client relationship. Drawing on longstanding relationships across the firm, we connect clients with the resources and experience of Morgan Stanley's Investment Banking, Institutional Equities, Investment Management and Global Capital Markets divisions when their needs call for it.
Whether providing institutional insights, access to certain private direct and secondary investment opportunities, or utilizing an expansive open-architecture investment platform, we bring these resources together thoughtfully within the context of each client's broader wealth strategy.
We incorporate AI-enabled analytics where appropriate to help identify patterns, help monitor portfolios andhelp enhance the speed of analysis. Yet important decisions involving significant wealth require experienced judgment—particularly when balancing family dynamics, multiple jurisdictions, concentrated positions, liquidity needs and multigenerational objectives. Technology can help enhance our process; it does not replace the client relationships at the center of our advice.
Source: Barron's.com (April 2021-2026) Barron's Top 100 Private Wealth Management Teams. This ranking was determined based on an evaluation process conducted by Barron's during the period from December - December. 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.
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 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- 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, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. 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 an 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 assessment of Barron's and 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.
Through Morgan Stanley Private Wealth Management, clients have access to an institutional-caliber platform designed to help address the planning, governance, liability management, and investment needs associated with complex, multigenerational wealth. Our differentiation is defined by integrated execution - aligning investment strategy with risk management, cash flow and liquidity planning, lending solutions, and legacy and philanthropic goals through a coordinated approach connected to the broader resources of Morgan Stanley.
Below are examples of these capabilities:
International Wealth Management
For individuals and families with global financial lives, managing wealth across borders requires insight and careful coordination. Our comprehensive offering stands out within the financial industry. We take a holistic view of each client's global financial life, including domicile considerations, cross-border assets, currency exposure, liquidity needs, and family or legacy planning priorities. By combining our team's knowledge with access to Morgan Stanley's global resources and close coordination with clients' outside tax and legal advisors, we help bring clarity, structure, and strategic guidance to the unique opportunities and challenges that come with international wealth.
Alternative Investments Platform
Morgan Stanley's Alternative Investments platform provides access to approximately 250 carefully vetted funds, spanning nearly all alternative categories.* 70% of new offerings are first look or exclusive, and we offer customized structures to help meet specific needs. With 45 years of experience and ~$295+ billion in client assets invested, we are recognized as a leader in the industry. Individuals and institutions can gain access to exclusive offerings, preeminent fund managers and innovative investment opportunities spanning private equity, private credit, real assets, hedge funds and more.
*Morgan Stanley Wealth Management Alternative Investments Group. As of March 31, 2026. For Qualified Purchaser offerings available broadly on the platform, including proprietary funds (excludes democratized funds).
Private Markets Program
Morgan Stanley Private Markets has the resources, reputation and relationships aimed to connect private market participants to range of opportunities across asset classes, industries, investment stages and geographies. Our exclusive platform offers proprietary deal flow, originated from Morgan Stanley's broad global network, granting our clients the opportunity to transact in curated deals and self-directed opportunities. We also have access to the Private Markets Secondary Transaction desk – a concierge service designed to support clients to buy or sell shares of private companies in the secondary market, and referrals to third-party liquidity providers.
Lending and Cash Management
Morgan Stanley offers a variety of financial products including cash management with deposit services and debit and credit cards, personalized home loan services, securities-based lending options, and tailored lending solutions for Ultra High Net Worth clients. These comprehensive offerings aim to meet diverse financing needs and wealth expansion goals.
Morgan Stanley Family Office
The Morgan Stanley Family Office group works with our team and offers an extensive variety of institutional-level investment and advisory capabilities, holistic operational support, and a vast array of wealth management services to supplement the capabilities of single and multifamily offices. You receive all the benefits of having access to Morgan Stanley's full suite of services, with custom solutions designed to power the unique pursuits of your family.
Morgan Stanley Client Experiences
Morgan Stanley Private Wealth Management offers unique experiences to exclusive sporting and cultural events and high-level educational and networking opportunities for entrepreneurs, NextGen, women and other segments. Some of the events include The US Open Tennis, Formula 1 Grand Prix, The Players Championship, and many more.
The ALADDIN Risk Management Platform
Powered by Blackrock, ALADDIN enables quantification and stress-testing of portfolio risks, and the evaluation of potential portfolio changes, designed to help align with individual financial goals. This tool provides sophisticated risk analytics and a view of returns across portfolios held at Morgan Stanley and at other financial institutions. We are the first in the industry to apply these analytics to a client's entire portfolio.
Morgan Stanley Shareworks
Morgan Stanley Shareworks is an intuitive digital solution that simplifies cap table management and provides a unified, real-time view for all stakeholders. Our industry-leading offering serves more than 6.5 million participants at more than 3,100 public and private companies in nearly 180 countries.
Morgan Stanley at Work
Our Morgan Stanley at Work Platform includes a comprehensive offering of workplace wealth solutions to support your company and employees at various stages of growth through a powerful combination of modern technology, insightful guidance and dedicated service.
Entrepreneurs and Business Owners
With prime Private Wealth Management and institutional capabilities, Morgan Stanley offers specialized services and access to the knowledge needed for entrepreneurs and business owners to assist in the growth and monetization their business. We are able to help individuals across a broad range of industries and nationalities at various stages in the development of their enterprises.
Concierge Private Health and Advisory Services
Through Morgan Stanley Family Office Resources, we are able to offer our domestic and international clients access to both health advisory support and education and private health advisory and advocacy. With our Health and Wellness Education Offering, clients can engage in customized discussions covering topics such as eldercare decisions, emerging mental health concerns, the implications of a new diagnosis, and navigating Medicare and private insurance, to name a few. In addition, our platform provides private health advisory and advocacy, including on-call, individualized support to help facilitate access to care and guidance in navigating complex medical needs, as well as connectivity to specialized providers and centers of excellence based on a client's needs.
Important: Morgan Stanley does not provide medical advice, and certain health advisory and advocacy services are delivered by third-party service providers (not Morgan Stanley); clients should consult their healthcare professionals for medical decisions.
Private Health Management
Private Health Management (PHM) is a concierge service that offers access to comprehensive care guidance for individuals with complex conditions, or with a health dilemma that has defied diagnosis. Their independent, expert advisors can assist you or your loved ones with insights and assistance in obtaining the best possible medical care.
PinnacleCare
PinnacleCare is an objective, unbiased health care resource that helps individuals and their families through a logical, thorough and informed decision-making process on all matters relating to their health. Offering 24/7/365 access to consolidated medical records and a dedicated advisory team, they help coordinate care across world-renowned specialists and evidence-based treatments on a global basis. PinnacleCare emphasizes a personalized approach to ensure members have access to the best possible health care experiences both domestically and internationally.
In-Home Healthcare
TrustHouse provides unparalled in-home healthcare in the U.S., emphasizing bespoke care plans managed by dedicated RNs and highly trained private duty nurses from top hospitals. It offers rigorous vetting, hospital-caliber support, and additional services like gratis health visits and insurance facilitation.
Additional resources available to you as a Private Wealth Management client are designed to support your investment needs and help you stay informed and engaged. Bringing together Morgan Stanley's digital tools, timely market and portfolio education, philanthropic planning, and access to other specialized capabilities, we offer you added support beyond the day-to-day. Helping you streamline your experience, enhance communication and connect you with resources tailored to your priorities.
- Travel and Concierge Services
- Health and Security Advisory
- Art Collectibles Advisory
- Personal Enrichment
- Bill pay Services
The BHP Group Gives Back
Each year, our team organizes an in-person charity event in partnership with a local nonprofit as a way to give back to the community. In late 2025, we partnered with Big Brothers Big Sisters NYC and welcomed 20 Manhattan high school students for a "Shark Tank"-style exercise focused on idea development and presentation. The experience was a powerful reminder of the impact we can have when we come together to support and inspire the next generation.
The year prior, we partnered with Covenant House NYC, where we assembled toiletry kits with essential items for individuals in need.
We're always looking for meaningful ways to give back, and this annual event has become one of the most special and rewarding moments of our year.
Morgan Stanley Online
Built to enhance the client-Private Wealth Advisor experience, Morgan Stanley Online (MSO) enables our clients to seamlessly and securely manage their investments and everyday finances anytime, anywhere. Clients can access key information, make money transfers, track spending with the budget tool and access Zelle, to name a few.
Morgan Stanley Security Center
The Morgan Stanley Security Center manages an advanced suite of technical controls and processes in place to protect our clients and systems. Morgan Stanley has built a leading cyber defense organization in-house, who work nonstop around the globe to defend your digital assets and monitor the digital landscape on your behalf.
Digital Vault
The digital vault, accessible through Morgan Stanley Online, provides a secure platform to store and share documents with your Private Wealth Advisor and team.
Morgan Stanley Philanthropy Management
Morgan Stanley's Philanthropy Management provides a comprehensive framework for individuals, families, and corporate and private foundations, to define and implement their philanthropic goals. The approach includes articulating a vision, identifying patterns of giving, developing a mission statement, and building a philanthropic portfolio. Services offered include evaluating nonprofits, structuring philanthropic vehicles such as foundations and donor-advised funds, and connecting clients with philanthropic networks. The focus is on aligning philanthropic efforts with personal values and creating a meaningful legacy.
Morgan Stanley Global Impact Funding Trust (MS GIFT)
MS GIFT offers a streamlined and strategic Donor Advised Fund (DAF) platform for philanthropic giving. It simplifies charitable donations with features like donor portal access, automated charity vetting, tax-free investment growth, and privacy options. The program supports impactful philanthropy with resources and expert guidance, enhancing the donor's giving experience.
Tax, Trust and Estate Advisory
Wealth and Estate Planning Strategists are available to address various tax, trust and estate strategies to help facilitate the implementation of those strategies and focus on the integration of your investment plans. These resources include a comprehensive analysis of your current plan along with ideas and solutions for future legacy planning objectives. Our tax and philanthropic areas are designed to complement your overall estate planning efforts. And finally, our unique corporate trustee platform offers a choice of different trustees and jurisdictions to help you implement your estate plan.
Signature Access Lifestyle Advisory
Offers access to an extensive array of services to ease the administration and enhance the enjoyment of the affluent lifestyle, including:
529 Education Savings Plans
529 Plans offer a tax-advantaged way to help save for education, establish a legacy and can assist in estate planning. Any U.S. resident over 18 can open or contribute to a 529 Plan account.
PWM Wealth Organizer
A comprehensive guide for organizing personal and financial information to align with one's goals. It outlines steps for providing for loved ones, setting and clarifying goals, updating estate plans, and organizing important documents.
American Express for Morgan Stanley
Morgan Stanley partners with American Express to offer two Cards developed exclusively for MS clients. The Platinum Card and the Morgan Stanley Blue Cash Preferred. These two cards offer clients the service and rewards American Express is known for, plus added benefits and perks.
Client must maintain an eligible account with Morgan Stanley Smith Barney LLC (including E*TRADE from Morgan Stanley) (generally a brokerage/bank account held in the client's name, certain grantor/trustee trusts, or certain non-operating entities).
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, Family Wealth Director
Phone:
(212) 761-4356(212) 761-4356
Roland Breitenecker
Managing Director, Private Wealth Management, Private Wealth Advisor, International Client Advisor
Phone:
(212) 761-4417(212) 761-4417
Brad Backus
Executive Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director, Alternative Investments Director, Portfolio Management Director
Phone:
(212) 761-5435(212) 761-5435
David Newton, CFA
Senior Vice President, PWM Investment Consultant
Phone:
(212) 761-4226(212) 761-4226
Lauren Closs
Senior Vice President, Chief of Staff
Phone:
(212) 761-4237(212) 761-4237
Lawrence White
First Vice President, Portfolio Management Associate Director
Phone:
(212) 761-5431(212) 761-5431
Connor Urban
Vice President, Portfolio Management Associate
Phone:
(212) 761-4459(212) 761-4459
Bianca Conway
Vice President, PWM Wealth Management Associate
Phone:
(212) 761-2747(212) 761-2747
Michael Cascione
Assistant Vice President, PWM Wealth Management Associate, Alternative Investments Specialist
Phone:
(212) 761-3098(212) 761-3098
Dominic Venuti
PWM Registered Client Service Associate
Phone:
(212) 761-0044(212) 761-0044
About Fotios Piniros
Fotios is a 31-year veteran at Morgan Stanley, having begun his career in the Institutional Equity Division before transitioning to Private Wealth Management where he now advises domestic and international ultra-high-net-worth clients on the complexities of managing significant wealth. His practice is grounded in a deep understanding of global markets, investment strategy, and the evolving needs of sophisticated families, executives, entrepreneurs, and family offices.
As a designated International Client Advisor, Fotios has extensive experience advising clients across Europe, the Middle East, Hong Kong, and the United States, including internationally mobile families, executives, and entrepreneurs with multi-jurisdictional assets and interests. He understands the complexities that often accompany cross-border wealth, including multi-currency cash flow management, concentrated positions, jurisdiction-specific planning considerations, and global asset allocation, and works to align these challenges with each client's long-term objectives. His global perspective is strengthened by decades of advising international families and navigating the unique financial considerations that arise across multiple jurisdictions.
Fotios also holds the following internal designations: Alternative Investments Director, International Client Advisor, and Founders Specialist. He serves on Morgan Stanley's Private Wealth Advisor Advisory Council.
His areas of focus include alternative investments, private investment opportunities, direct investments and secondary transactions, derivatives, concentrated position management, Rule 10b5-1 plans, tailored lending strategies, global asset allocation, portfolio management, cross-border planning, philanthropic strategies, and opportunistic trading.
After graduating from Adelphi University in 1994, Fotios joined Morgan Stanley and later earned his MBA from Fordham University in 2000. He is highly active within the Greek-American community and is a member of The Hellenic Initiative, Leadership 100 of the Greek Orthodox Church of America, and the Hellenic Bankers Association. He also volunteers with the Greek Orthodox Church of Our Savior in Rye, New York. Outside the office, Fotios enjoys tennis, soccer, and windsurfing.
Fotios has been recognized by Barron's Magazine among the Top 100 Advisors in 2025 and 2026, and the Top Advisors in New York from 2022, 2023 (#29), 2024-2026.
2022-2026 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2022-2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
As a designated International Client Advisor, Fotios has extensive experience advising clients across Europe, the Middle East, Hong Kong, and the United States, including internationally mobile families, executives, and entrepreneurs with multi-jurisdictional assets and interests. He understands the complexities that often accompany cross-border wealth, including multi-currency cash flow management, concentrated positions, jurisdiction-specific planning considerations, and global asset allocation, and works to align these challenges with each client's long-term objectives. His global perspective is strengthened by decades of advising international families and navigating the unique financial considerations that arise across multiple jurisdictions.
Fotios also holds the following internal designations: Alternative Investments Director, International Client Advisor, and Founders Specialist. He serves on Morgan Stanley's Private Wealth Advisor Advisory Council.
His areas of focus include alternative investments, private investment opportunities, direct investments and secondary transactions, derivatives, concentrated position management, Rule 10b5-1 plans, tailored lending strategies, global asset allocation, portfolio management, cross-border planning, philanthropic strategies, and opportunistic trading.
After graduating from Adelphi University in 1994, Fotios joined Morgan Stanley and later earned his MBA from Fordham University in 2000. He is highly active within the Greek-American community and is a member of The Hellenic Initiative, Leadership 100 of the Greek Orthodox Church of America, and the Hellenic Bankers Association. He also volunteers with the Greek Orthodox Church of Our Savior in Rye, New York. Outside the office, Fotios enjoys tennis, soccer, and windsurfing.
Fotios has been recognized by Barron's Magazine among the Top 100 Advisors in 2025 and 2026, and the Top Advisors in New York from 2022, 2023 (#29), 2024-2026.
2022-2026 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2022-2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: WY, PA, FL, WA, OK, NC, ME, CO, DE, CT, VT, UT, NV, GA, MD, PR, KY, KS, HI, AZ, VA, NY, MT, MN, IL, SC, OR, NM, MI, MA, LA, IN, ID, TN, OH, NJ, NH, DC, CA, WI, TX, RI; 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, 2022-2025 and by Financial Times among the 400 Top Financial Advisers in 2014 - 2016, and 2018.
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, 2022-2025 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, 2022-2025). 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.
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, 2022-2025 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, 2022-2025). 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.
Securities Agent: WA, NC, LA, AZ, VA, PR, NM, DE, OR, IL, ID, OH, WY, SC, PA, MT, UT, RI, NY, NV, MI, MA, DC, TX, NH, KS, ME, MD, HI, FL, CT, CO, CA, GA, WI, TN, OK, MN, VT, NJ, KY, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1339293
NMLS#: 1339293
About Roland Breitenecker
With 29 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 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, HI, ME, MD, DE, UT, RI, VA, PA, NM, ID, VT, TN, OR, NY, IN, NV, GA, WI, SC, NJ, MT, LA, MN, MA, KY, KS, CA, AZ, WY, WA, OH, DC, OK, FL, CT, CO, PR, NH, NC, MI, IL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1369333
NMLS#: 1369333
About Brad Backus
Brad Backus is an Executive Director at Morgan Stanley Private Wealth Management. He has over 15 years of experience working with high net worth individuals, families, foundations and endowments. His expertise includes strategic asset allocation, portfolio construction and the implementation of customized strategies. In 2018, Brad earned the designation of Family Wealth Director.
Brad joined Morgan Stanley Private Wealth Management in 2009 after three years as an investment banking analyst in Morgan Stanley's municipal securities division where he had over $2 billion of transactional experience working with senior managed bond issues and derivative transactions for leading tax-exempt health care institutions.
Brad is an active volunteer with Read Ahead, a reading-based mentoring program that pairs professionals in New York City with elementary school students to offer weekly tutoring sessions.
Brad earned his B.A. in English from Amherst College. He resides in Manhattan with his wife and three daughters.
Brad joined Morgan Stanley Private Wealth Management in 2009 after three years as an investment banking analyst in Morgan Stanley's municipal securities division where he had over $2 billion of transactional experience working with senior managed bond issues and derivative transactions for leading tax-exempt health care institutions.
Brad is an active volunteer with Read Ahead, a reading-based mentoring program that pairs professionals in New York City with elementary school students to offer weekly tutoring sessions.
Brad earned his B.A. in English from Amherst College. He resides in Manhattan with his wife and three daughters.
Securities Agent: IN, CO, VT, NV, NH, FL, OK, NJ, MT, MD, WA, VA, TX, ID, AZ, WY, WI, NM, ME, UT, PR, KS, HI, OR, MN, LA, KY, IL, DE, PA, NY, NC, GA, CA, TN, SC, OH, RI, MI, MA, DC, CT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1475802
NMLS#: 1475802
About David Newton
David brings 21 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.
NMLS ID 2824287
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.
NMLS ID 2824287
About Lauren Closs
Lauren Closs serves as the Group Director for The BHP Group at Morgan Stanley. With 18 years of experience, Lauren provides the team's clients with an excellent experience by delivering key operational, trade and client service support. She also focuses on 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 Lawrence White
Larry serves as a PWM Portfolio Management Associate Director for the BHP Group at Morgan Stanley. He focuses on a wide array of client services including relationship management, financial planning and assisting in developing and implementing customized portfolio strategies.
Larry graduated from St. Joseph’s University (NY) with a BS in Business Administration with a concentration in Finance and joined Morgan Stanley PWM in 2011. Prior to working at MS, he worked at UBS Wealth Management International in Compliance and Trade Support roles.
Larry is an active volunteer with Read Ahead, a literacy-focused mentorship program that pairs professionals in NYC with elementary school students to offer weekly tutoring sessions. Outside of work, he enjoys playing soccer, long-distance motorcycle touring, live music and traveling. Larry currently lives in Astoria, Queens with his wife and their beloved dog.
Larry graduated from St. Joseph’s University (NY) with a BS in Business Administration with a concentration in Finance and joined Morgan Stanley PWM in 2011. Prior to working at MS, he worked at UBS Wealth Management International in Compliance and Trade Support roles.
Larry is an active volunteer with Read Ahead, a literacy-focused mentorship program that pairs professionals in NYC with elementary school students to offer weekly tutoring sessions. Outside of work, he enjoys playing soccer, long-distance motorcycle touring, live music and traveling. Larry currently lives in Astoria, Queens with his wife and their beloved dog.
About Connor Urban
Connor brings 10 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 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 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 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.
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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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
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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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
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