The Bucci Group

Bart is the founder and leader of The Bucci Group at Morgan Stanley Private Wealth Management; focusing on investment and complex estate planning strategies for entrepreneurs, corporate executives, and privately held corporations. He has over 25 years of wealth management experience advising clients on pre-liquidity planning and post-deal wealth management issues. Bart is a member of the 2023 Chairman’s Club, Morgan Stanley’s highest level of distinction, which attests to his commitment to his clients and the quality of his business approach. In addition, Bart has been recognized by Forbes and named as one of the top ten advisors on the Forbes’ 2021 list of Best-In-State Wealth Advisors of Ohio.

The Bucci Group is the only Private Wealth Management team for Morgan Stanley in the state of Ohio. Private Wealth Management is a boutique group within Morgan Stanley made up of Private Wealth Advisors who are dedicated to working with ultra-high net worth individuals and families.

We provide advice founded on a culture of excellence and driven by global insight, our group is devoted to helping our clients preserve and grow their financial, family, and social capital.

Forbes Best-In- State Wealth Advisors
​Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.

Jack O’Connor develops comprehensive financial plans for individuals and families at the crossroads of transitions or significant life events. He takes a highly personalized approach to the clients he serves; spending significant time discussing and delineating the varied aspects of a client’s financial life, from day-today concerns to long-term aspirations. Jack also takes pride in supporting entrepreneurs and early-stage companies with equity administration solutions and services offered through Shareworks at Morgan Stanley.

In his prior role, Jack worked in the Investment Management division of Morgan Stanley in New York on the Global Liquidity Team, specializing in liquidity management for public corporations and ultra-high net worth individuals. Drawing on his experience, he demonstrates a broad understanding of the resources and capabilities offered by Morgan Stanley. Before joining Morgan Stanley in 2015, Jack was a member of a Barron’s top ranked wealth management team at Merrill Lynch based in the greater New York City area; where he focused on investment research and portfolio implementation.

Jack is a CERTIFIED FINANCIAL PLANNER™ certificant; which is recognized as the standard of excellence for the financial planning profession and displays his commitment to put clients’ interest first. He received his Certificate in Financial Planning at Northwestern University and earned his bachelor’s degree in Business Management and Finance from Providence College.

Originally from Connecticut, he and his wife Victoria, daughter Vivian, and son Bennett reside in Hudson, a suburb of Cleveland, Ohio. Jack is actively involved in the Providence College Alumni Association as a Regional Leader.

Kelly Zeman has over 40 years of financial services experience. She oversees the client services team and is responsible for helping ensure that client needs are understood and met. She is fully committed to long-term relationships and is experienced in serving the sophisticated needs of our affluent client base.

She has been a dynamic member of Bart’s team for over 15 years, and serves on the Private Wealth Management Forum Group. Kelly is both Series 7 and 63 licensed.

Natalie Wilson has been with our team since 2012. She has outstanding organizational and client communication skills and prides herself on delivering proactive client service for our high net worth clients at all times.

Natalie joined us from IMG, where she was in the consulting division as an account coordinator working with multinational clients managing their US-based golf platforms. She graduated from Ohio University in 2005 with a bachelor’s degree in journalism and sport industry.

Nicole Miles joined our team in 2015. She is a highly focused professional, having comprehensive knowledge in organizational supervision and provides exceptional hands-on client service.

She has been in the industry since 2007 and is both Series 7 and 66 licensed. Additionally, her educational background includes a bachelor’s degree from Ohio University in business pre-law and management strategic leadership and an MBA from Ursuline College in financial planning and accounting.

Ian Murphy CFP^®* joined the Bucci Group in 2022. He is both Series 7 and 66 registered, has been in the industry since 2015, joining Morgan Stanley in 2019. He provides a broad range of essential support services to clients, handling account opening, trade execution, cash flow management, reporting, and a host of other administrative inquiries.

Ian earned his bachelor’s degree in Economics and History from The College of Wooster, enjoys rock climbing and sailing, and is an avid gardener.

*Disclaimer: This role cannot solicit or provide investment advice

Matea Milisic joined the Bucci Group in 2024. She began her career in the industry in 2023 and is Series 7, 63, and 65 licensed. Her role involves providing exceptional client service while supporting the financial needs of high net worth individuals.

Matea graduated from Kent State University in the spring of 2024 with a degree in Business Administration, majoring in finance. She loves animals and speaks Croatian as a second language.