Our Story

The Bridge Group provides strategic guidance to assist affluent families with personal and lifestyle issues as well as those associated with more traditional wealth planning. We partner with our clients and their other trusted professional advisors to clearly define their needs and to develop and execute innovative solutions. Our philosophy demands we know our clients well. Thus, we maintain close long term relationships with a select few.
Services Include
  • Asset Management1
  • Philanthropic Services
  • Alternative Investments2
  • Endowments and Foundations3
  • Fixed Income4
  • Executive Financial Services5
  • Estate Planning Strategies6
  • Financial Planning7
  • Lending Products
  • Planning for Special Needs Individuals8
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Experience

  • Scott Kleiner Professional Details:
    - 1986 - Present: Morgan Stanley, Executive Director
    - B.A. in Classics, Beloit College
    - Series 3, 7, 63 & 65 Licensed
    - Life & Health Insurance Licensed
  • Adam Ronzoni Professional Details:
    - 2013-Present: Morgan Stanley, Financial Advisor
    - 2008-2013: Morgan Stanley, Portfolio Manager-Executive Director
    - 2005-2008: ClearBridge Investments, Portfolio Manager-Director
    - 1998-2005: Citigroup Asset Management, Portfolio Manager-Vice President
    - M.B.A in Finance, Fordham University Graduate School of Business
    - B.A in Psychology, Haverford College
    - Series 7 & 66 Licensed
    - Life & Health Insurance Licensed
  • Stephanie Osorio Professional Details:
    - 2007 - Present: Morgan Stanley, Portfolio Associate
    - B.S. in Finance, Montclair State University
    - Series 7, 63 & 65 Licensed
    - Life & Health Insurance Licensed
    - Fluent in Spanish
  • Joel Kamor Professional Details:
    - 2016-Present: Morgan Stanley, Financial Advisor
    - 2011-2016: Boston Provident L.P., Buy-Side Analyst and Senior Trader
    - 2003-2011: Oppenheimer, Executive Director – Institutional Research Sales, Financial Sector Specialist, Sales & Trading
    - 2001-2003: Sandler O’Neill + Partners, Vice President – Position Trader/Market Maker, Sales & Trading
    - 1999-2002: Citibank, Assistant Vice President – Position Trader/Market Maker, Sales & Trading
    - 1994-2000: Morgan Stanley, Associate - International Equities Sales & Trading
    - Chartered Financial Analyst® Designation, CFA® from the CFA® Institute
    - M.B.A in Finance, New York University Stern School of School of Business
    - B.S. in Finance & International Business, Binghamton University
    - Series 7 & 66 Licensed
    - Life & Health Insurance Licensed
Awards
  • Financial Times 400 Top Financial Advisors

Location

522 5th Avenue
11th Floor
New York, NY 10036
US
Direct:
(212) 603-6175(212) 603-6175
Toll Free:
(800) 843-0211(800) 843-0211
Fax:
(917) 267-7162(917) 267-7162

Meet The Bridge Group

About Me

In his capacity as a Family Wealth Director in Morgan Stanley’s Wealth Management division Scott works with accomplished families and their advisors.  He is insightful, discerning, and sincere in his commitment to stewarding family wealth, understanding discipline and focusing on value.

As a designated Family Wealth Director, Scott is one of the few financial advisors recognized by Morgan Stanley for his experience and knowledge in providing comprehensive wealth advisory services to the firm’s most affluent private clients and corporate executives. Scott has displayed a sophisticated approach to the management of significant wealth and is able to offer his clients access to an exclusive suite of Family Wealth Advisory Services. Scott has limited the number of clients in his practice so that he and his team can spend more time with each client and deliver outstanding service. 

In 2016 Scott was recognized by the Financial Times as one of the top 400 Financial Advisers in the country.   The Financial Times cited that these “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 tweets,”  Scott continues to be humbled by the honor. In addition, he is considered by his peers to be an authority on the municipal bond market, and his clients have found that this knowledge, forged in the credit markets, has proven immensely useful when turned to the equity markets and other asset classes. 

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. This classic yet unorthodox education provided Scott with an ability to understand and deal with both complexity and change. He considers this ability an essential part of his process in guiding clients.

In addition to his dedication at work, Scott is active in his community.  He continues to work with New York City’s homeless and is on the Board of “Heights and Hills,” a social services agency whose mandate is to promote successful aging in the community.  He lives in the Cobble Hill section of Brooklyn with his wife, Katie, and their two children, Max and Jane.
Securities Agent: CA, CO, CT, FL, GA, IL, MA, MD, MI, MO, NC, NH, NJ, NV, NY, PA, TN, VA, WA; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282841

About Me

Focused, methodical and deliberate, Adam understands the power of precision and importance of consistency in managing the uncertainties of both life and markets.  Adam believes the devil does indeed reside in the details and thus takes a conscientious and rigorous approach in working with his clients to help preserve and grow their legacies.

Adam brings to The Bridge Group at Morgan Stanley extensive experience in both investment management and wealth management.  From the time he began his career at Citigroup Asset management in 1998, Adam has served as a portfolio manager, assisting clients with their investments.  Adam practices a deliberate approach to portfolio management by first understanding a client’s unique needs and then creating individualized investment solutions.  He has deep experience in each stage of the investment process, including asset allocation, portfolio construction and manager selection. Over time he believes that a disciplined process, complemented by the control of behavioral investment pitfalls, increases an investor’s probability for successful outcomes.

Adam also brings an inside perspective on tax management.  Adam thinks the impact of taxes on investment performance is under-appreciated, and investors need to pay greater attention to after-tax returns. In 2008 in a previous role with the firm, Adam and his team created a specialized tax overlay within Morgan Stanley’s Unified Managed Account program.  This tax overlay enables clients to coordinate tax-sensitive trading across multiple managers within a portfolio, which is designed to help increase performance of the portfolio.  Adam continues to work with clients to optimize their after-tax returns, stressing the old maxim - it is not what you earn but what you keep that truly matters.

Adam cares deeply about his clients and values his relationships with them.  He knows that markets will continue to be volatile and unpredictable; and he therefore takes great pride in providing something he can control – a distinctive client experience and dedicated guidance through the decision making process.

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, Charlotte, and their children Claire and Graham.  In Adam’s free time, he can be found with his family, skiing, biking and taking photographs.
Securities Agent: CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MO, NC, NH, NJ, NV, NY, PA, TN, VA, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1282436

About Me

As the Bridge Group’s most recent member, Joel brings 24 years of institutional experience in the financial services industry to the team. In addition to his CFA designation, Joel holds an MBA from New York University and a Bachelor’s degree from Binghamton University. Prior to his joining the Bridge Group in 2016, Joel spent 5 years conducting analysis and trading for a $300M hedge fund. Joel is also a technology enthusiast, having an early coding interest and continues to study languages and applications as well.

Joel has experience on the International Trading desk at Morgan Stanley in the late 90’s, having worked for the company for 6 years in various roles. Joel also traded technology and financial stocks at Citibank during the ‘Dot-Com’ crash era, and then financial stocks for Sandler O’Neill in the post 9-11 rebuild. He later served as the financial sector specialist at Oppenheimer during the 2008 financial crisis and navigated the Greek Credit Crisis in 2011 in his role at his hedge fund.

In his free time, Joel is a committed martial artist, holding the rank of Sandan (3rd level) in Shotokan Karate. He teaches his art via a non-profit organization, the Police Activity League, for youth in his hometown of Massapequa, NY, where he resides with his wife and two children. Joel also enjoys running, having completed 2 marathons and sails during the summer months.
Securities Agent: CA, CO, CT, FL, MD, NH, NJ, NY; Investment Advisor Representative; General Securities Representative
NMLS#: 1739955

About Me

Stephanie Osorio is a Portfolio Associate for The Bridge Group and oversees the support and service functions for the team. She joined the firm in 2007 and enjoys the learning opportunities that come with the daily challenges. She provides innovative service and delivers it in a distinct way. Her strong work ethic, high standards and exceptional skills are an asset to our group and 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, Juan, in Clifton, NJ. In her spare time, she enjoys traveling, exercising, and spending time with her friends and family.

Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.
Learn more about The Simple Six-Step Retirement Checkup

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
How to Prepare for Changes this Tax Season

How to Prepare for Changes this Tax Season

April 15th will be here before you know it. Here’s an overview of the latest tax changes and what the new law could mean for your situation.
Learn more about How to Prepare for Changes this Tax Season

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.
Learn more about Financial Transition: A Guide for Women

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.
Learn more about A New Roadmap for Mission Alignment

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.
The Power of Why

The Power of Why

If you asked me to identify the one thing that successful families have that others don’t, I’d say they have a common purpose. They understand that they share a sense of where they’re going together and what they’re trying to accomplish as...
Learn more about The Power of Why

More from Morgan Stanley

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
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
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
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.
Ready to start a conversation? Contact The Bridge Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

2Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

3Morgan 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.

4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

5Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

6Morgan 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.

7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

8Morgan 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.

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The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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