The Bridge Group

With over 30 years of wealth management experience, Scott is very familiar with the complex challenges of managing significant wealth. He brings that understanding to a select group of highly accomplished families and individuals, helping them customize a plan to address their specific needs and pursue their aspirations. His goal is to serve as a close and trusted advisor who is always available to help clients make confident, well-informed decisions.

Scott leads one of the only 250 teams that comprise Morgan Stanley Private Wealth Management, (as of 01/2024) a division of the firm that focuses exclusively on the planning, governance, liability management and investing needs of families with $20 million plus in investable assets. Combining the impressive resources of Morgan Stanley, a global financial services firm, with the individualized services of an investment boutique, Scott and his team offer their client access to an exclusive suite of services geared to the needs of ultra-high net worth families, their businesses and charitable entities.

In 2014 and 2016, the Financial Times named Scott as one of the 400 Top Financial Advisers. In their words, “Top advisers take a holistic view of a client’s financial needs, looking beyond just investments … keeping their clients focused on long-term financial goals, rather than on the latest tweet.” He has also been recognized by Forbes as a Best-In-State Wealth Advisor in 2020, 2021, 2022, and 2024.

The skills and thought process he gained through decades of work in the credit markets informs and enhances his approach to investing in all asset classes, enabling him to offer a distinctive investment perspective to his clients.

Scott began his wealth advisory career in 1986 with Drexel, Burnham, a predecessor firm of Morgan Stanley, shortly after receiving his Bachelor of Arts degree in Classics from Beloit College. He has regularly volunteered at a local breakfast program that serves NYC’s less fortunate for the past 30 years, and serves on the Board of Heights and Hills, a Brooklyn social services agency that promotes successful aging in the community.

Disclaimers:
2020, 2021, 2022, 2024 Forbes Best-In-State Wealth AdvisorsSource: Forbes.com (Awarded 2020,2021,2022,2024).Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2014 & 2016 Financial Times 400 Top Financial Advisors Source: ft.com. Data compiled by the Financial Times based the following time periods: Awarded 2016; data 9/30/13 -9/30/15 Awarded 2014; data 9/30/12 -9/30/13

Adam Ronzoni brings over two decades of experience as a Portfolio Manager and Financial Advisor to the service of The Bridge Group’s clients. Adam’s focuses on creating and implementing highly customized investment strategies to help affluent families preserve and prudently grow their assets. Understanding that markets are inherently volatile and unpredictable, Adam takes great pride in providing the team’s clients with an experienced perspective and steady guidance throughout the decision-making process.

Adam began his career at Citigroup Asset Management in 1998, gaining extensive experience in asset allocation, portfolio construction and manager selection. This experience convinced him that a disciplined process, complemented by the control of behavioral investment pitfalls, can increase an investor’s probability for successful outcomes. Moving to Morgan Stanley, Adam helped create a specialized tax overlay within the firm’s Unified Managed Account program, an innovation that enables clients to coordinate tax-sensitive trading within a multi-style portfolio. This work confirmed his belief that the impact of taxes on investment performance is underappreciated, and still informs his efforts to help clients optimize their after-tax returns. As, the maxim suggests, “It is not what you earn but what you keep that truly matters.”

Adam earned his Bachelor of Arts in Psychology from Haverford College and his Master of Business Administration in Finance from Fordham Business School. He lives in Manhattan with his wife and their two children. In Adam’s free time, he can be found with his family, skiing, biking and stand-up paddle boarding.

Joel Kamor brings over 25 years of institutional investing and wealth management experience to the service of the team’s clients. A Chartered Financial Analyst,^® Drawing on a sophisticated understanding of global financial markets, Joel conducts due diligence on investment managers and alternative strategies, and assist the team’s clients in the creation and implementation of highly customized financial plans and investment strategies.

Joel began his financial services career at Morgan Stanley, working on the International Trading desk, among other roles. He moved to Citibank, where he traded technology and financial stocks during the ‘Dot-Com’ crash era on behalf of institutional clients, then on to Sandler O’Neill, where he traded financial stocks during the post 9-11 rebuild. Joel later served as the financial sector specialist at Oppenheimer during the 2008 financial crisis. In 2011, he joined a hedge fund, where he worked as a senior analyst and trader. He returned to Morgan Stanley to join the Bridge Group in 2016.

Joel earned a Bachelor’s degree from Binghamton University and an MBA from New York University. He has a strong interest in exploring technology, and continues to study new languages and applications. Joel also holds the rank of Sandan (third-degree black belt) in Shotokan Karate. He teaches his art to community youth via the nonprofit Police Activity League (PAL). An avid runner, Joel has completed two marathons, and enjoys sailing during the summer months.

A member of the team for more than 11 years, Stephanie Osorio oversees The Bridge Group’s support and service functions. Stephanie is an innovative problem solver with a distinct approach to delivering an outstanding service experience. These skills are particularly important during the onboarding process and follow-up, when she works to effect a smooth transition and make certain that clients are taking advantage of the firm’s extensive digital capabilities. Stephanie’s strong work ethic, high standards and exceptional skills are an asset to her clients.

Stephanie graduated from Montclair State University with a Bachelor of Science degree in finance and is fluent in Spanish. She lives with her husband and son in Clifton, New Jersey. In her spare time, she enjoys traveling, exercising and spending time with her family and friends.

In his current role, Blake focuses on crafting tailored reports on financial performance to provide clients with a comprehensive understanding of their financial landscape. Through adept data aggregation and analytics, he ensures delivery of specific and insightful information that helps contribute to informed decision-making. Simultaneously, Blake extends valuable support in navigating lending products, fostering a well-rounded approach to financial strategy.

In 2018, Blake began his career at Wells Fargo as a Home Mortgage Associate. In 2020, he moved to Morgan Stanley, where he assumed the role of Senior Relationship Manager within the Private Bank. In this capacity, he skillfully bridge communication gaps between financial advisors, UHNW clients, and private bankers. Blake’s experience extends beyond mortgages, demonstrating a comprehensive understanding of various lending products.

Blake earned a Bachelor of Science degree in Agricultural & Resource Economics with a minor in Sustainability from the University of Maryland. Residing in Manhattan, he enjoys attending sporting events, listening to music, and exploring new destinations during his free time.

Joining the firm in 2022, Samantha Barrow brings her 5 years of dedicated client support experience to The Bridge Group. Samantha draws on her experience of serving domestic and international clients to ensure timely communication and manage client onboarding. Her attention to detail and warm personality makes a great point of contact for any client’s questions and she takes great pride in providing excellent service and being responsive to each client’s needs.

Samantha graduated from Saint John’s University with a Bachelor of Science degree in Public Relations. She is fluent in Spanish and has conversational knowledge of Japanese. She lives with her husband and daughter in Queens, New York. In her spare time she enjoys cooking new recipes, traveling, hiking, and enjoying the outdoors with family and friends.