Michael Briese
Private Wealth Advisor
Phone:
(212) 503-1131(212) 503-1131
Morgan Stanley Private Wealth Management
The Briese Group
Direct:
(212) 503-1131(212) 503-1131
Our Mission Statement
At The Briese Group, our mission is to provide tailored, comprehensive wealth management solutions that empower affluent individuals and their families to help preserve, grow, and transfer their wealth across generations. We are committed to building close relationships built on trust, delivering exceptional service, insightful guidance, and innovative strategies. By aligning our experience with your unique goals and values, we strive to be your lifelong financial advisors—helping you navigate complexity, seize opportunity, and create a lasting legacy.
Welcome to The Briese Group at Morgan Stanley Private Wealth Management
Our Story :
For nearly two decades, our team has built meaningful, multigenerational relationships with our clients—serving as trusted advisors through every phase of life.
With our team, you'll receive the personalized attention of a boutique firm, backed by the global strength and extensive capabilities of Morgan Stanley. This unique approach offers you access to a wide range of bespoke, tailored investment opportunities, expert financial insights, and institutional resources.
We tailor fully integrated wealth management strategies that reflect your unique goals—whether that means planning for your short and long-term goals, investing assets, transferring wealth, managing risk, maximizing philanthropic impact, or enhancing your lifestyle.
Our approach is to simplify and solve your most important financial challenges while keeping a constant eye on your portfolio and long-term goals. We work closely with you to develop a comprehensive roadmap you can follow with confidence, supporting your financial success and establishing your legacy.
Our Firm:
Morgan Stanley Private Wealth Management (PWM) is a boutique advisory group within the firm catering exclusively to the needs of ultra-high net worth individuals, families, and foundations.
Our recent recognition:
Forbes Top Wealth Management Teams Best-In-State 2025 - New York
Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
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 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. 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.
DIGITAL RESOURCES FOR CLIENTS
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Morgan Stanley Online
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Total Wealth Tool
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Online Security Center
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Learn MoreOFFERS FOR OUR VALUED CLIENTS
Clients with $1 million + in assets and liabilities at Morgan Stanley are eligible to enroll in the Reserved Living & Giving program. As a reserved member, clients will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics.
About Reserved Living & Giving
Learn about how much you can save with Reserved Living & Giving with complimentary perks.
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Featured Offers
Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment and more.
Learn MoreINDUSTRY RECOGNITIONS
We are grateful to have received the following recognition for our dedication to our clients.
- The Briese Group named to the New York Top Wealth Management Teams Best-In-State for 2025
- Michael named to Forbes Top Wealth Advisors Best-In-State New York in 2023, 2024, 2025
- Michael named to Forbes Top Next-Gen Wealth Advisors in 2022 & 2023
Top Wealth Management Teams Best-In-State 2025
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
Michael Briese Awards
2023, 2024. 2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2023, 2024, 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2022, 2023 Forbes America's Top Next-Gen Wealth Advisors & 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 2022, 2023). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Location
55 East 52nd Street
New York, NY 10055
US
Direct:
(212) 503-1131(212) 503-1131
Meet The Briese Group
William Garrity
Private Wealth Advisor
Phone:
(212) 503-1133(212) 503-1133
Matthew Curley
Vice President, PWM Group Director
Phone:
(212) 503-1135(212) 503-1135
Lia Kranjac
Vice President, PWM Director of Business Strategy
Phone:
(212) 503-1137(212) 503-1137
Michael Agoglia
Assistant Vice President, PWM Associate
Phone:
(212) 503-1151(212) 503-1151
Charlotte (Charlie) Struzziero
PWM Registered Client Service Associate
Phone:
(212) 503-1152(212) 503-1152
About Me
Michael joined Morgan Stanley in 2025 as Founder & Managing Director of The Briese Group.
With 18 years of experience in wealth management, Michael is skilled in wealth building and preservation strategies. Michael provides wealth planning and advice to multi-generational families, business owners, corporate executives, private equity and hedge fund partners, professional athletes, and non-profit organizations. His focus is on building customized portfolios and multi-generational plans that can support his clients’ financial goals.
Michael is passionate about bringing clients together through networking events that can benefit his clients’ businesses. He has a genuine desire to help others accomplish their goals, always striving for excellence and attention to detail. He also sees himself as a resource for young, emerging Advisors and engages in quarterly conversations with Advisors in the earlier stages of their careers to offer advice.
Michael earned a B.A. in Business Economics from the State University of New York, Oneonta. He holds FINRA Series 7 and 66 securities licenses. He speaks at NYU Stern Business School to undergraduate students about starting and building a career in wealth management.
Outside the office, Michael enjoys skiing, chess, photography, tennis, traveling and spending time with his family and friends.
With 18 years of experience in wealth management, Michael is skilled in wealth building and preservation strategies. Michael provides wealth planning and advice to multi-generational families, business owners, corporate executives, private equity and hedge fund partners, professional athletes, and non-profit organizations. His focus is on building customized portfolios and multi-generational plans that can support his clients’ financial goals.
Michael is passionate about bringing clients together through networking events that can benefit his clients’ businesses. He has a genuine desire to help others accomplish their goals, always striving for excellence and attention to detail. He also sees himself as a resource for young, emerging Advisors and engages in quarterly conversations with Advisors in the earlier stages of their careers to offer advice.
Michael earned a B.A. in Business Economics from the State University of New York, Oneonta. He holds FINRA Series 7 and 66 securities licenses. He speaks at NYU Stern Business School to undergraduate students about starting and building a career in wealth management.
Outside the office, Michael enjoys skiing, chess, photography, tennis, traveling and spending time with his family and friends.
Securities Agent: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, MD, MA, MI, MN, MO, MT, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WI; General Securities Representative; Investment Advisor Representative
About Me
Will’s passion for the industry was ignited back in 2016 as a Wealth Management Intern at Morgan Stanley. He joined J.P. Morgan in 2018 as an Assistant Vice President, and in 2025 he returned to Morgan Stanley as a member of the Briese Group.
Will offers personalized wealth planning, and portfolio management strategies to high-net-worth individuals, families, business executives and foundations. As a CERTIFIED FINANCIAL PLANNER® professional, he employs a detailed, goals-based approach that leverages Morgan Stanley resources.
Will works to help clients grow and preserve their wealth while pursuing their financial goals. He is committed to being detail-oriented, calming, and helpful in every interaction, fostering a trusted relationship with those he serves.
Will earned a B.S. in Economics and Business from St. Lawrence University, where he was a college athlete named to the Liberty League All-Academic Team. He is a mentor with the University’s LINC program. Will holds FINRA Series 7 and 66 securities licenses.
Active in the community, Will is a member of NYRR and New York Harriers, an organization devoted to running, racing, and thriving on the streets of NYC. Will is very close with his parents and sister, for whom he’s “Uncle Will” to her one-year-old twin boys, Vito and Leo. A five-time marathon runner, he has recorded a personal best of three hours and 13 minutes. He enjoys skiing, hiking, and spending time with friends and family.
Will offers personalized wealth planning, and portfolio management strategies to high-net-worth individuals, families, business executives and foundations. As a CERTIFIED FINANCIAL PLANNER® professional, he employs a detailed, goals-based approach that leverages Morgan Stanley resources.
Will works to help clients grow and preserve their wealth while pursuing their financial goals. He is committed to being detail-oriented, calming, and helpful in every interaction, fostering a trusted relationship with those he serves.
Will earned a B.S. in Economics and Business from St. Lawrence University, where he was a college athlete named to the Liberty League All-Academic Team. He is a mentor with the University’s LINC program. Will holds FINRA Series 7 and 66 securities licenses.
Active in the community, Will is a member of NYRR and New York Harriers, an organization devoted to running, racing, and thriving on the streets of NYC. Will is very close with his parents and sister, for whom he’s “Uncle Will” to her one-year-old twin boys, Vito and Leo. A five-time marathon runner, he has recorded a personal best of three hours and 13 minutes. He enjoys skiing, hiking, and spending time with friends and family.
Securities Agent: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, MD, MA, MI, MN, MO, MT, NJ, NM, NY, NC, OH, OK, PA, RI, SC, TN, TX, UT, VT, VA, WA, WI; General Securities Representative; Investment Advisor Representative
About Matthew Curley
Matt earned his Bachelor of Business from Loyola University of Maryland. He then gained professional experience in administration and education before returning to the finance world in 2016. Shortly after this, he started working with Michael Briese in 2017. Matt acts as the COO of the Briese Group and focuses on day to day operations of the business.
Matt prioritizes giving back. With Singha Volun-Touring, he worked in groups in Chiang Rai, Thailand that alternated between constructing the building, teaching at the local school and cooking meals for the workers.
He lives with his wife Caroline and dog Albie in Long Island and enjoys golfing in his free time.
Matt prioritizes giving back. With Singha Volun-Touring, he worked in groups in Chiang Rai, Thailand that alternated between constructing the building, teaching at the local school and cooking meals for the workers.
He lives with his wife Caroline and dog Albie in Long Island and enjoys golfing in his free time.
About Lia Kranjac
Lia has spent nearly a decade providing a wide range of wealth planning services for high-net- worth individuals and families. Her focus is to present strategies tailored to the individualized goals of each client. Lia has served in corporate and advisory roles at J.P. Morgan, Barclays Capital and Goldman Sachs. She joined Morgan Stanley in 2025 with the Briese Group.
Lia is energetic, thoughtful, and customizes her work to each client. Her diverse wealth management experience, and robust team, are focused on providing a completely tailored service. This approach helps clients navigate life changes, plan for education and retirement, identify investment opportunities and diversify their portfolios.
She earned a B.S. in Business Administration with a concentration in Finance from Boston University’s Questrom School of Business.
Lia is a passionate advocate for breast cancer research and awareness, having served on the Susan G. Komen Young Professionals Executive Board. She and her husband live in the Tribeca neighborhood of Manhattan. Lia enjoys skiing, tennis, reading and traveling.
Disclaimer:
Diversification does not guarantee a profit or protect against loss in a declining financial market.
Lia is energetic, thoughtful, and customizes her work to each client. Her diverse wealth management experience, and robust team, are focused on providing a completely tailored service. This approach helps clients navigate life changes, plan for education and retirement, identify investment opportunities and diversify their portfolios.
She earned a B.S. in Business Administration with a concentration in Finance from Boston University’s Questrom School of Business.
Lia is a passionate advocate for breast cancer research and awareness, having served on the Susan G. Komen Young Professionals Executive Board. She and her husband live in the Tribeca neighborhood of Manhattan. Lia enjoys skiing, tennis, reading and traveling.
Disclaimer:
Diversification does not guarantee a profit or protect against loss in a declining financial market.
About Michael Agoglia
Michael earned his Bachelor of Science in finance from the Fordham Gabelli School of Business.
Michael started as a finance intern before joining the Briese Group at JP Morgan. He joined Morgan Stanley with the Briese Group in 2025. Michael is the dedicated team investment analyst.
Michael lives in Manhattan, and in his free time, he enjoys golfing, skiing, and fishing.
Michael started as a finance intern before joining the Briese Group at JP Morgan. He joined Morgan Stanley with the Briese Group in 2025. Michael is the dedicated team investment analyst.
Michael lives in Manhattan, and in his free time, he enjoys golfing, skiing, and fishing.
About Charlotte (Charlie) Struzziero
Charlie earned her bachelor’s degree in Economics from College of the Holy Cross. She began her career as a real estate intern and transitioned into finance as an investment banking analyst. In 2024, she began working with the Briese group at JP Morgan, and joined Morgan Stanley with the team in 2025.
She also enjoys skiing, tennis, and golf.
She also enjoys skiing, tennis, and golf.
Contact Michael Briese
Contact William Garrity
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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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.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC 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
Awards Disclosures
2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC 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
Awards Disclosures
CRC 4237142 (02/2025)
