Our Story and Services

Institutional Intelligence. Private Wealth Perspective.
Founded in 1985, The Chasin Group at Morgan Stanley serves a select clientele of institutions, ultra-high net worth executives, entrepreneurs, multigenerational families. With more than $7 billion in assets under management, we work across Morgan Stanley's Wealth Management, Graystone Consulting, and institutional hedge fund coverage divisions. That trifecta not only positions us at the pinnacle of the firm's capabilities — it also gives us the vision, scale, and precision to help engineer financial strategies designed to endure for generations.

Synergy Drives Our Investment Philosophy
There is a powerful synergy between our institutional consulting and private wealth platforms. Just as institutional clients trust us to manage retirement-critical capital with consistency and care, our private clients benefit from that same performance-vetted approach — grounded in thoughtful asset allocation, risk-managed income generation, and rigorous fund analysis. We will of course selectively pursue opportunistic strategies, but always within a disciplined framework that seeks to protect and grow wealth across market cycles.

Sophisticated Solutions for Complex Lives
Many of our clients hold highly regulated roles in finance, real estate, and corporate leadership — and we understand the constraints that come with those responsibilities. Our deep experience in fund-based strategies offers a compliant solution delivered with the precision and agility of a private family office.

A Powerful Network, Built for Your World
From estate attorneys to tax advisors and real estate professionals, our curated network is an extension of your advisory team. We also offer seamless access to Morgan Stanley's elite investment banking, lending, and family office resources, allowing us to deliver integrated, high-touch service tailored to your world.

Explore What's Possible
Ready to see what's possible when institutional caliber capabilities meet private wealth management insight? To discover how we think, how we work, and what it means to be part of The Chasin Group at Morgan Stanley, please call us at (516) 336-0700.

AUM as of March 2025. Includes team's institutional consulting and wealth management business.

Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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    Who We Are
    • Founded in 1985
    • $7B+ in Assets Under Management1
    • 8-member team of highly-credentialed professionals
    • Operations across Morgan Stanley's Graystone Consulting, Institutional Hedge Fund Coverage, and Wealth Management divisions
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    Our Elite Designations Include

    • Institutional Consulting Director
    • Senior Institutional Consultant
    • Certified Investment Management Analyst®
    • Chartered Financial Analyst
    • Alternative Investments Director
    • Master of Business Administration

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    Our 100+ Years of Combined Experience Spans

    • Defined Contribution Plans and Pension Plans
    • Institutional Portfolio Design
    • Fixed Income and Equities
    • Alternative Investments
    • Wealth Management and Financial Planning
    • Risk Management and Liquidity Solutions

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    Who We Serve

    • Ultra-High Net Worth Executives
    • Entrepreneurs & Business Owners
    • Multigenerational Families
    • Labor Unions & Pension Funds
    • Private Companies (401(k) Plans)
    • Endowments & Foundations
    • Institutional Investors
    • Financial Advisors Seeking Institutional Consulting Support

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    Our Approach

    • Institutional-Grade Discipline, including for personal wealth strategies
    • Fiduciary-First Mindset in everything we do. Trust is everything
    • Highly-Personalized Care for complex, demanding financial lives

Case Studies

Solving complex financial challenges isn't just what we do — it's who we are. We dig deep, leverage every available resource, and explore all avenues to deliver for our clients. Whether through our exclusive network or leveraging Morgan Stanley's global capabilities, our mission is to find solutions where others see roadblocks. Here are just a few examples:

    Case Study: Seizing Opportunity in Real Time

    One of our clients was casually exploring the real estate market — they had no immediate plans to purchase, just browsing. That changed one morning when they discovered an ideal property and needed to make an all-cash offer quickly. Most firms might have suggested selling securities, but we saw a better way. Instead of triggering an unnecessary taxable event, we structured a securities-based line of credit, giving them instant liquidity without disrupting their long-term investment strategy. The result? They secured the property without sacrificing their portfolio's growth potential.

    Case Study: Turning a Crisis into a Comeback

    One of our client's risked having their personal net worth tied to their company when it filed for bankruptcy. However, because we had advised them to diversify earlier, they had a financial cushion to weather the storm. But we didn't stop there. After the bankruptcy, we created a strategy for them to raise capital, repurchase the company, and rebuild. What was initially a financial setback turned into a remarkable recovery — because we're always focused on finding solutions, even in the toughest circumstances.

    Case Study: Institutional-Level Execution When It Matters Most

    On the institutional side, our clients rely on us for timely, precise execution. When one client faced an urgent funding need, we immediately mobilized, analyzing the best options and determining whether to sell equities, bonds, or explore other financial solutions. Our ability to act decisively and swiftly, without hesitation, often helps to ensure that our clients' goals are met — even under pressure.

Multigenerational Wealth

At The Chasin Group, multigenerational wealth planning isn't just a service — it's a mindset. We help clients think beyond their own lifetimes, focusing on the values, knowledge, and connections that will shape their family's future.

    Legacy: Preparing the Next Generation, Not Just the Portfolio

    Most of our clients are still actively engaged — working, serving on boards, or just entering retirement — but many acknowledge a truth we often say out loud: You may never need to spend most of this wealth. But someone you love will. That's why we center legacy in everything we do. From estate strategies to trust planning to structured family governance, we help ensure your wealth transfers with purpose — not just in dollars, but in vision.

    Education: Helping the Next Generation Build Financial Fluency

    Legacy means nothing if the next generation isn't ready to carry it forward. We're committed to helping your children and grandchildren build the perspective and capability to make smart decisions with family wealth. Whether it's investment literacy, tax awareness, or simply knowing the right questions to ask, we create opportunities to educate the rising generation. And we're not waiting until they inherit — we're engaging them early, while the foundation is still being built.

    Network: Opening Doors Beyond the Balance Sheet

    We believe wealth is more than an asset — it's a platform. That's why we use our own extensive network to help the next generation access opportunities that support their growth — personally and professionally. Whether it's guidance around career paths, introductions within key industries, or helping a client's child explore internship opportunities, we're always looking for ways to extend the value of our relationships beyond financial matters. Because sometimes the right door opens not from a résumé, but from a trusted connection.

Institutional Clients

$6 Billion1 in Institutional Assets. One Relentless Standard of Care.
At the institutional level, every decision carries weight. Whether it's a pension fund serving thousands of union members or a 401(k) plan supporting a growing business, the stakes are high, and the responsibility is personal.

As part of Graystone Consulting, a specialized institutional division of Morgan Stanley, The Chasin Group manages over $6 billion in institutional assets for labor organizations, private companies, and other clients. We understand what these assets represent — not just dollars on a spreadsheet, but someone's future retirement.

    Credentials That Stand Apart

    Our team includes a Senior Institutional Consultant and an Institutional Consulting Director — designations reserved for those with deep experience managing large, complex institutional portfolios. We also hold CIMA® (Certified Investment Management Analyst) credentials, underscoring our fiduciary responsibility and technical acumen.

    An Approach Rooted in Care and Precision

    Our role is more than just selecting funds — it's being the quarterback of an entire ecosystem. We work closely with boards, actuaries, attorneys, and recordkeepers to help ensure every decision aligns with long-term goals and fiduciary best practices. Whether we're sitting down with a union's investment committee or helping a business owner strengthen their plan governance, our process is hands-on, patient, and intentional.

    A Broader Network of Institutional Support

    As part of Graystone Consulting, we're backed by Morgan Stanley's institutional resources — including cutting-edge tools, research, and analytics. In fact, many financial advisors across the firm now turn to us to manage 401(k) plans for their clients, recognizing the unique demands of institutional-grade retirement consulting.

    Our collaborative model allows us to deliver both high-touch service and deep technical knowledge — a rare combination that helps advisors and clients alike navigate complexity with clarity.

    For more information, please visit our website on Graystone Consulting

Location

One Fawcett Place, 3rd
Floor
Greenwich, CT 06830
US
Direct:
(516) 336-0700(516) 336-0700

Meet The Chasin Group

Photo of Kevin Roundtree

Kevin Roundtree, CFA

Assistant Vice President, Wealth Management, Financial Advisor
Phone:
(516) 336-0826(516) 336-0826
Photo of Anbreen Khan

Anbreen Khan, CRPS

Group Director
Phone:
(516) 336-0859(516) 336-0859
Photo of Gabriella Ruffo

Gabriella Ruffo

Registered Client Service Associate
Phone:
(516) 336-0867(516) 336-0867

About Matthew Chasin

Matthew Chasin is a Senior Vice President for the Chasin Group. Matt has almost 30 years of experience in the financial services industry. He started his career in 1992 as a financial analyst at Chemical Bank in New York. Two years later Matt joined Bear Stearns, where he rose to be a senior managing director on the credit financing trading desk. He was responsible for all mortgage and credit repo trading and secured lending globally. In 2009, Matt joined the Royal Bank of Scotland as the global head of collateral trading. His role consisted of managing global repo and short duration cash trading in London, Singapore, Tokyo and Stamford. In 2015, Matt made his way to the Royal Bank of Canada as a managing director in their fixed-income and currencies division. Subsequently, Matt served as the Treasurer of Exos Securities, where he was responsible for all treasury activities.
Matt’s last role before joining Morgan Stanley was serving as a Senior Institutional Consultant at UBS Financial Services where he teamed up with his father, Gerald, managing and advising Taft-Harley client assets. Now at Morgan Stanley, Matt and the Chasin Group work with ultra-high net worth clients and institutions within Graystone Consulting providing comprehensive wealth solutions tailored each client’s unique needs.
Matt earned his undergraduate degree at the University of Rochester and an MBA at New York University’s Stern School of Business.
Securities Agent: UT, AL, WY, VT, NC, IN, CA, WV, NV, FL, VA, MA, IL, DC, WI, NY, CO, OK, NH, MT, MN, KY, CT, RI, NJ, MD, AR, TX, ME, DE, SC, OH, MI, HI, AZ, TN, WA, PA, OR, NM, LA, GA; General Securities Principal; General Securities Representative; Investment Advisor Representative

About Pamela Chasin

Pamela Chasin is Vice President and Senior Institutional Consultant at the Chasin Group. She joined with nearly 20 years of fixed-income markets and consulting experience in the investment banking industry and institutional consulting business. Her first 14 years were spent on J.P Morgan’s corporate bond and syndicate desk, advising corporate clients on investment grade and high-yield bond issuance in the US dollar markets as an Executive Director. She subsequently took on a similar role as Executive Director at UBS for two years. Pamela advised issuers on bond market timing, tenor, pricing and market receptivity and for executing bond offering, including distribution to institutional clients.
In an effort to share her wealth of knowledge in this field, Pamela subsequently decided to become a professor at Mercy College, teaching financial management to undergraduate students. Pamela then went back to UBS Financial Services, this time serving as Senior Institutional Consultant. Now bringing her investment expertise to Morgan Stanley and Graystone Consulting, Pamela continues to consult institutional clients and works alongside Gerald and Matthew Chasin to advise and deliver optimal solutions to Taft-Harley Assets.
Pamela earned her undergraduate degree at Yale University and an MBA at the University of Pennsylvania’s Wharton School of Business.
Securities Agent: MT, LA, KY, CO, MI, UT, SC, OH, MD, DC, AL, WY, WV, WA, VA, PA, NY, MN, IN, NH, GA, CT, AR, NM, NJ, ME, VT, TX, CA, TN, OR, OK, HI, DE, MA, IL, WI, FL, NC; General Securities Representative; Investment Advisor Representative

About Jonathan Ostrow

Jonathan Ostrow joined Morgan Stanley is 2021 and has a vast history of working with large institutional clients across the globe since 1999. His focus on these institutions has given him the knowledge of how large Asset Managers look at markets makes him a valuable member of the Chasin Group at Morgan Stanley. His goal is to deliver first class service and build long lasting relationships.
Jon is an Indiana University Graduate where he earned his degree in Finance. He currently resides in Long Island with his wife and 2 kids. Most of his time outside of work is spent with his doing activities with his children, golfing and exercising.
Securities Agent: OK, TX, FL, DC, CA, NJ, MA, WI, VA, NY, ME, GA, TN, NC, MD, PA, CT, IL, CO, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 2153571

About Kevin Roundtree

Kevin Roundtree is Assistant Vice President and Institutional Consultant at the Chasin Group. He comes to Graystone after spending 7.5 years at Segal Marco Advisors as a Consultant. Focused primarily on the Taft Hartley market, he assisted clients in a variety of areas including IPS development, asset allocation, manager and custodian selection, portfolio oversight, and investment design for defined benefit, defined contribution, and health-care related funds. His experience includes being the lead consultant and primary contact on multiple institutional relationships across the public and Taft Hartley markets as well as being a relationship manager for a subset of large and highly complex clients. Kevin continues to consult institutional clients alongside Matthew, Pamela, and Gerald Chasin.

Prior to Segal Marco Advisors, Mr. Roundtree worked at Federated Investors for 3 years supporting the trading and portfolio management functions of the firm.

Mr. Roundtree graduated from the University of Southern California with a BS in Business Administration in 2012. He earned his Chartered Financial Analyst (CFA) designation in 2016.
Securities Agent: WY, PA, ME, OR, NM, WA, RI, NH, MT, LA, DC, AR, WV, MA, DE, CT, AZ, UT, KY, GA, FL, CO, VT, SC, NV, IN, CA, VA, TX, MD, HI, AL, OH, NY, MI, IL, WI, OK, NJ, NC, MN; General Securities Representative; Investment Advisor Representative

About Steve Beck

Steve joined Morgan Stanley in 2019 following three successful decades on Wall Street. In November of 2024, Steve joined the Chasin Group at Morgan Stanley, part of Graystone Consulting.

Steve spent 13 years at Salomon Brothers, first selling, and then trading, fixed income products within Salomon’s industry-leading Mortgage-Backed Securities department. For 7 years, Steve managed the massive FNMA and FHLMC 30-year Pass-through trading book. In 1997, Steve joined Nomura Securities as Co-head of RMBS trading, and helped catapult Nomura’s industry ranking from 10th to 2nd. In 2001, Steve joined Deutsche Bank, and over a 15-year span held a number of senior sales positions. From 2001-2010, Steve covered some of DB’s largest institutional clients across a wide variety of Fixed Income products including MBS, CMBS, Rates, and Structured Products. From 2010-2016, Steve was a senior member of DB’s Relationship management team, where he had C-Suite coverage responsibility for the firm’s most impactful institutional clients.

Throughout his career, Steve has been regarded as a franchise builder and team player. His reputation is based on honesty, integrity, credibility, and industry knowledge. Steve's institutional pedigree , combined with his deep professional and personal network, will provide a valuable contribution to the Chasin Group and its clients.

Since 2008, Steve has been an active member on the board of Write on Sports, a 501(c)(3) whose mission is to teach at-risk youth literacy skills through the lens of Sports. Steve and his wife Lauren, reside in New York City, and have two sons, Justin and Jake.
Securities Agent: CO, VI, IN, CA, NY, MN, FL, DE, VT, NM, OR, NJ, KY, AK, MT, AR, WY, UT, OH, MI, ME, MA, IL, DC, WA, VA, SC, PA, NC, MD, CT, AL, WI, TX, TN, RI, OK, NV, NH, LA, GA, WV, IA, HI; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1951663

About Anbreen Khan

Anbreen Khan is the Group Director for the Chasin Group. She has financial industry experience spanning over 18 years, starting at Citibank in 2001. She soon joined UBS Financial Services in 2003 participating in various roles such as Branch Service Associate, Recruit transition liaison, Senior Registered Client Service Associate, Wealth Strategy Associate and Senior Wealth Strategy Associate. Anbreen’s strengths lie in helping clients with their finances and helping them save for retirement. She joined Morgan Stanley in October 2020 as Group Director.
Anbreen holds a wide variety of licenses such as the Series 7, Series 66, Series 9, Series 10, New York State Accident and Health, Life, Travel Accident and Variable Life/Variable Annuities Insurance. She also holds a Chartered Retirement Plans Specialist (CRPS) designation which shows expertise in administering retirement plans for businesses. In her free time Anbreen enjoys traveling to new destinations and spending time with her husband and two children.

About Gabriella Ruffo

Gabby joined Morgan Stanley in 2022 as a Registered Client Service Associate and is responsible for providing operational support to help clients achieve their financial goals. Gabby graduated from the University of Miami with a Bachelor of Science degree in Neuroscience and minors in Philosophy and Chemistry. She currently holds her Series 7 and 66.
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CRC 6491812 (04/2024)