

The BHR Group at Morgan Stanley

Our Mission Statement
The BHR Group - Balance, Health & Reliability
Based in Hartford, Connecticut, The BHR Group at Morgan Stanley is a tight-knit team of dedicated professionals devoted to helping successful families, entrepreneurs and corporate executives achieve their specific financial goals in today’s complex global marketplace. The team has been recognized on the 2024 Forbes Best-In-State Wealth Management List for Connecticut, a testament to The BHR Group’s commitment to delivering exceptional financial experience and personalized service to their valued clients.
For Families Seeking Wealth Planning Guidance: we serve as their primary Financial Advisor creating a comprehensive road map that seeks to ensure financial success over multiple generations. We combine the disciplines of financial planning, professional portfolio management and tax-efficient investment strategies through our personalized and disciplined approach to stewarding wealth for our valued clients.
For Corporate Executives: We place additional focus on the complexities of equity compensation and highly concentrated stock portfolios. Our team has experience in 10b5-1 plans and corporate stock administration as we strive to be a trusted partner for company leadership. We are dedicated to make it easy for you and your family to manage virtually every aspect of your financial life, no matter how complex your specific challenges may be.
At The BHR Group, our mission is to inspire you to be confident in your financial decisions. From an established foundation backed by Morgan Stanley’s vast resources and leading intellectual capital, our team operates with an entrepreneurial mindset, continuously striving to challenge the status quo and provide our valued clients with customized advice, guidance and service excellence.
Disclaimer:
Clients executing a 10b5-1 Plan should keep the following important considerations in mind: (1) 10b5-1 Plans should be approved by the compliance officer or general counsel of the company; (2) A 10b5-1 Plan may require a cessation of trading activities at times when lockups may be necessary to the company (i.e. secondary offerings, pooling transactions, etc.); (3) A 10b5-1 Plan does not generally alter the regulatory requirements (e.g. Rule 144, Section 16, Section 13D) that may otherwise be applicable; (4) 10b5-1 Plans that are modified or terminated early may weaken or lose the benefit of the affirmative defense; (5) Public disclosure of 10b5-1 Plans (e.g., via press release) may be appropriate for some insiders; (6) Most companies will permit 10b5-1 Plans to be implemented only during open window periods; and (7) Morgan Stanley Smith Barney, as well as some issuers, imposes a mandatory waiting period between the execution of the 10b5-1 Plan and the first sale pursuant to the 10b5-1 Plan.
Preset Diversification Program is a registered Trademark of Morgan Stanley Smith Barney LLC, protected in the United States and other countries.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
- Financial PlanningFootnote1
- Executive Financial ServicesFootnote2
- Retirement PlanningFootnote3
- Asset Management
- Professional Portfolio ManagementFootnote4
- Alternative InvestmentsFootnote5
- Sustainable InvestingFootnote6
- Business Succession PlanningFootnote7
- Estate Planning StrategiesFootnote8
- Trust ServicesFootnote9
- Planning for Education FundingFootnote10
- Philanthropic ManagementFootnote11
- Stock Plan ServicesFootnote12
- Cash Management and Lending ProductsFootnote13
With help from speakers across the firm, we are dedicated in providing clients with timely and educational resources on their financial journey.
Understanding insurance is a crucial step in helping to secure your financial future and making informed decisions to help ensure you are adequately protected.
This session is specifically designed for the "Sandwich Generation". As individuals balancing the dual responsibilities of caring for aging parents and supporting their own children, effective estate planning is crucial. This webcast will provide valuable strategies to manage these unique challenges, ensuring financial security and peace of mind for you and your loved ones.
Dr. Kim Henderson, Head of Wealth Management Health & Wellness Education, will provide valuable insights into managing healthcare effectively, emphasizing the importance of investing in preventative care and cultivating healthy habits.
Join Morgan Stanley Wealth Management's Chief Economic Strategist Ellen Zentner in a conversation with Morgan Stanley Wealth Management's Head of U.S. Policy Monica Guerra & Morgan Stanley's Global Head of Government Relations Michael J. Stein, as they discuss:
- Updates on US Trade and Immigration policy
- The One Big Beautiful Bill Act and its potential implications
- Key developments to monitor over the next 30, 60, and 90 days
Join Wealth Management's Global Head of Thematic & Macro Investing Ellen Zentner for a fireside chat with Morgan Stanley's Head of Global Autos and Shared Mobility Research Adam Jonas for a conversation on the rapid transition of artificial intelligence into the physical world.
Location
Meet The BHR Group
About Timothy D. Broderick
Additionally, Tim is dedicated to his continuous professional development, and is among a select group of Advisors holding the rigorous Family Wealth Director designation. This elite designation gives The BHR Group direct access to the Family Wealth Advisory Services (FWAS) suite of resources and products, empowering the team to provide their ultra-high net worth clients with a truly differentiated experience, competitive with a multifamily office service platform.
Tim’s natural affinity for finance and close attention to clients, underlying thoughts, beliefs and tendencies align perfectly with The BHR Group’s philosophy of educating and empowering clients, corporate and individual, to make decisions that are based on fundamentals rather than emotion. “We don’t go into meetings telling people what to do. We listen to what their goals and objectives are, we educate them so they can make appropriate decisions for their unique situation, and then we create a customized plan to help meet those identified needs.” Clients appreciate Tim’s personable style, possibly “old fashioned,” but given the choice, he much prefers face-to-face meetings versus communication exclusively by phone and email. “Paying attention to detail is paramount. Connecting on a more intimate level allows for a better understanding of the individual, their situation, and how I can construct a long-range plan that can help provide desired results.” This philosophy feeds directly into The BHR Group’s client-centric, high-level service approach and creates the mutual trust and respect necessary for a long-term, positive relationship.
Outside of work, Tim is an avid golfer and he also breeds championship Doberman Pinschers. He resides in Middlebury, Connecticut, with his wife, Susan. They are the proud parents of four daughters and were recently promoted to grandparents.
NMLS#: 1278709
About Randy S. Holmeen
Looking back, Randy recognizes that his senior thesis on behavioral finance at Drew University, where he majored in economics and minored in business management, played a pivotal role in the way he approaches his work today. Randy has integrated his knowledge of how we are wired as humans into a cornerstone of The BHR Group's model. “Social and emotional factors are key to financial decision-making. I’m a firm believer that the better we understand how our emotions impact our decision making, the smarter we can be as investors,” he says.
To that end, The BHR Group strives to simplify the complex so that knowledgeable decisions can be made with each investor’s financial well-being as the focus. Armed with an MBA from the University of Connecticut, Randy developed a vision for running his own practice. Launched in 2007, The BHR Group at Morgan Stanley* has two major areas of focus: current and former corporate executives, 10b5-1 planning, and corporate stock plan services. Outside of work, Randy enjoys family time, triathlons, soccer, golf and travel. He is very active in the local community: Randy serves as the Director for the Geno Auriemma’s Golf Fore the Kids, in support of Connecticut Children’s Medical Center. Originally from South Windsor, Connecticut, Randy resides in West Hartford with his wife, Nicole, and two children, Caden and Ivy.
NMLS#: 135537
About Peter N. Junggren, Jr.
Once he had identified the right career, Peter set out to find a team to call home. In 2011, Peter joined as a Senior Partner of The BHR Group at Morgan Stanley—another perfect fit. “What I particularly appreciate about The BHR Group is that we all share the same philosophy,” Peter explains. “We don’t want our clients to make decisions based on emotion. Our goal is to educate clients and empower them to make informed decisions that help them achieve their financial goals.”
Peter’s enthusiasm for his work is palpable. He outlines the three things that motivate him to come to the office every day: the diversity and depth of the client base, the detailed analytic approach that wealth management demands, and the art to applying fundamentals of finance to every client’s unique scenario. “No two financial pictures are the same; therefore, no two financial plans should be the same. What drives me day to day is finding that perfectly personalized financial plan that helps achieve all of a client’s goals,” says Peter. Originally from New York, Peter now resides in West Hartford with his wife, Miranda, and two dogs. When not playing tennis in the summer or skiing in the winter, Peter enjoys traveling. He plans to visit 50 countries before his 50th birthday.
NMLS#: 1847116
About Austin S. Hersh
Austin graduated from Bryant University with a Bachelor of Science in Finance and minor in Psychology. There he was an Executive Board Member of the prestigious Archway Investment Fund and led strategy development for the portfolio. He is a member of Morgan Stanley Pacesetter’s Club, a global recognition program for Financial Advisors who demonstrate the highest professional standards and first-class client service. Additionally, in 2023 and 2024 he was named to the Forbes Top Next-Gen Advisors Best-In-State list for Connecticut, which highlights a select group of financial advisors believed to be the future of the industry.
Austin feels that with the rapid advancement in the technology innovation cycle, it is crucial to understand long-term secular trends in the economy and adjust your investment portfolio accordingly. He thoroughly enjoys investment research and engaging with Morgan Stanley’s intellectual capital in search of inspired ideas that can help bolster clients’ investment strategies and position them for long-term financial success.
Aside from his career, Austin is actively involved with The Hartford Foundation for Public Giving, with an additional focus on The Dennis Hersh Humanitarian Fund. In honor of his father Dennis G. Hersh, this fund supports Connecticut Children's Medical Center and the CT Humane Society. In addition, Austin is an avid golfer, snowboarder and fond of most sports and athletic actives. Above all else, he values time with family and friends. Austin currently resides in West Hartford, CT, with his wife, Sarah, beloved daughters, Hayley and Demi and their Goldendoodle, Harvey.
Award Disclosure:
2023-2024 Forbes Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2023-2024).Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year the award was issued.
NMLS#: 1554839
About Emily R. Hodgdon
Earning a double bachelor’s degree in Finance and Marketing from The Florida State University, Emily’s primary objective for a career was to be in a field where she could work with and help other people. What fulfills her the most is the comprehensiveness of BHR’s Wealth Management Practice - learning the intricacies of each client’s lives and helping them develop dynamic strategies that are tailored to their specific needs. With Financial Planning as the heart of their client service model, Emily’s core passion lies in the relationships built over time with the amazing families she has the honor of working with.
Outside of work, Emily enjoys traveling, yoga, spending time with friends and visiting her family. She currently resides in West Hartford, Connecticut and absolutely loves being outdoors – whether it’s skiing during the winters or hiking during the summers, she has become very comfortable and happy with her move away from Florida!
NMLS#: 1954253
About Lisa Capobianco
About Brian Peterson
About Mena Haile
A SUNY Oneonta graduate with a degree in business economics and a minor in business communications, Mena holds the SIE, Series 6, and Series 63 designations.
Outside of work Mena enjoys being outdoors, traveling, and exploring new restaurants. She lives in Middletown, CT, with her husband, Francis, and their Shiba Inu, Jake.

Contact Timothy D. Broderick

Contact Randy S. Holmeen

Contact Peter N. Junggren, Jr.

Contact Austin S. Hersh

Contact Emily R. Hodgdon
Awards and Recognition


The Power of Partnerships
About Todd Vogel
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Todd began his career in financial services in 1997, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch.
Todd is a graduate of Bates College, where he received a Bachelor of Arts in Political Science, and Clark University, where he received his Master of Business Administration. He lives in Newton, MA with his family. Outside of the office, Todd enjoys coaching for the Newton Boys and Girls Soccer Clubs.
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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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Retirement
- 401(k) Rollovers
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Investing
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Philanthropy
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Financial Wellness
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- Set themselves apart by offering comprehensive financial wellness benefits.
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2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
9Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
10When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
11Products 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
13Morgan 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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Awards Disclosures