Welcome to The Chen Group

Your financial life, beautifully organized.
We design simple, elegant wealth solutions for complex lives.

Why We Exist
Managing wealth should feel effortless. Your time is priceless, and your financial life should work seamlessly in the background. Our purpose is to replace complexity with clarity and noise with simplicity.

How We Work

  • Integrated planning and investing
  • Personal CFO relationship model
  • Elegant financial design
  • Technology-enhanced human advice
  • Proactive guidance that anticipates client needs
  • Transparent pricing and communication

What We Deliver

  • Comprehensive Wealth Planning
  • Discretionary Investment Management
  • Private Banking & Lending
  • Business Owner Advisory & Exit Strategy
  • Family Office & Multigenerational Planning
  • Concierge-Level Service Experience
Capabilities
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 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $1.2 trillion in AUM
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
  • 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, September 2025

Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and 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.

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Clarity. Confidence. Simplicity.

Your financial life, beautifully organized.
We design simple, elegant wealth solutions for complex lives.

Why We Exist
Managing wealth should feel effortless. Your time is priceless, and your financial life should work seamlessly in the background. Our purpose is to replace complexity with clarity and noise with simplicity.

    How We Work
    • Integrated planning and investing
    • Personal CFO relationship model
    • Elegant financial design
    • Technology-enhanced human advice
    • Proactive guidance that anticipates client needs
    • Transparent pricing and communication
    What We Deliver
    • Comprehensive Wealth Planning
    • Discretionary Investment Management
    • Private Banking & Lending
    • Business Owner Advisory & Exit Strategy
    • Family Office & Multigenerational Planning
    • Concierge-Level Service Experience

Awards & Recognition

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    Forbes Best-In-State Wealth Management Teams | 2023 - 2026
    The Chen Group was named to Forbes' Best In-State Wealth Management Teams in 2023, 2024, 2025, & 2026.
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    Forbes Best-In-State Wealth Advisors | 2021 - 2026
    Robert Chen was named to Forbes’ Best-In-State Wealth Advisors in 2021, 2022, 2023, 2024, and 2025. Bill DeMatteo was named to Forbes’ Best-In-State Wealth Advisors in 2025 and 2026.
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    Forbes America’s Top Next-Gen Wealth Advisors | 2022
    Robert Chen was named to Forbes’ America’s Top Next-Gen Wealth Advisors in 2022, ranking among the top 50.
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    Forbes Best-In-State Next-Gen Advisors | 2022-2023
    Robert Chen was named to Forbes’ Best-In-State Next-Gen Advisors in 2022, ranking among the top 5 in New York. James Ferrante was named to Forbes’ Top Next-Gen Best-In-State list in 2022 and 2023, ranking among the top 100 in New York each year.
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    Morgan Stanley Recognitions
    Morgan Stanley’s Recognition Club memberships honor top Financial Advisors based on high professional standards including performance and leadership.

    Robert Chen has been named to Morgan Stanley’s Pacesetter’s Club (2016–2017), Century Club (2018), Master’s Club (2019–2020), President’s Club (2021–2022), and Chairman’s Club (2023–2025). Bill DeMatteo has been named to Master's Club (2025). Rocky Cassone has been named to the Pacesetter’s Club (2024–2026). Talal Bazzi has been named to the Pacesetter’s Club (2022–2026).
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    Forbes: $1.2 Billion Morgan Stanley Team Thinks Dividend Investing Could Be Myopic
    Forbes wealth management and investing writer, Sergei Klebnikov, spotlights The Chen Group giving background on the team and emphasizing the use of innovative strategies like direct indexing to optimize client portfolios through systematic tax loss harvesting.
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    Disclosures
    2023 - 2026 Forbes Best-In-State Wealth Management Teams
    Source: Forbes.com (Awarded 2023 - 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

    2021 - 2026 Forbes Best-In- State Wealth Advisors
    Source: Forbes.com (Awarded 2021 - 2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
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    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.

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
    Learn more
    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

55 East 52nd Street
29th Floor
New York, NY 10055
US
Direct:
(212) 296-7467(212) 296-7467

Meet The Chen Group

Photo of Robert Chen

Managing Director, Private Wealth Advisor, Executive Financial Services Director, Senior Portfolio Management Director, Family Wealth Advisor, Alternative Investments Director, Workplace Advisor – Equity Compensation, Lending Specialist
Phone:
(212) 296-7726(212) 296-7726
Photo of Bill DeMatteo

Bill DeMatteo

Executive Director, Financial Advisor, Senior Portfolio Management Director, Alternative Investments Director, Workplace Advisor - Equity Compensation, Financial Planning Specialist
Phone:
(212) 296-2060(212) 296-2060
Photo of Melanie Weintraub

Melanie Weintraub, CEPA®

Financial Advisor
Phone:
(212) 296-6095(212) 296-6095
Photo of Mark Watros

Mark Watros

Director of Investments
Phone:
(212) 296-6093(212) 296-6093
Photo of Scott Kim

Scott Kim, CFP®*

Assistant Vice President, Business Development Director
Phone:
(212) 296-7467(212) 296-7467
Photo of James Griffin

James Griffin

Assistant Vice President, Private Wealth Management Director of Business Strategy
Phone:
(212) 296-7310(212) 296-7310
Photo of Gabriella Zapasnik

Gabriella Zapasnik

Private Wealth Management Client Service Associate
Phone:
(212) 296-4436(212) 296-4436
Photo of Jas Kaur

Jas Kaur

Client Service Associate
Phone:
(212) 296-0111(212) 296-0111

About Robert Chen

Robert brings an institutional lens to personal wealth—helping translate complexity into clarity. He leads the team’s investment strategy with a focus on disciplined asset allocation, sophisticated alternative investments, and risk-aware portfolio design.

He works with families to build comprehensive, lasting financial strategies that integrate core values, legacy goals, education planning, risk management, and business transition strategies. Robert holds the Senior Portfolio Management Director designation and focuses on overall asset allocation for client portfolios as well as hedging strategies for exposure across sector and style allocations. He focuses on risk management across all asset classes.

Robert began his career at Credit Suisse First Boston in the Investment Banking division, where he worked as a financial analyst in the Financial Sponsors / Leveraged Finance Group in New York. He then spent four years investing in credit and private lending across two credit-focused hedge funds, followed by two years at a long/short equity hedge fund with offices in Los Angeles and New York. He started his wealth management career at Merrill Lynch before being recruited to Morgan Stanley in 2014.

Recognized by Forbes among America’s Top Next-Gen Wealth Advisors, Best-In-State Next-Gen Wealth Advisors and Best-In-State Wealth Advisors*, Robert combines years of experience with an uncommon ability to help simplify complexity.

Robert is an active member of the Brown University Alumni Committee, currently serves on the Woodberry Forest School Advisory Council, the Associate Board of the Cancer Research Institute, and the Board of Directors for the Museum of Chinese in America. He and his wife, daughter, and dog reside in Manhattan.

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Disclosures:
*2022 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). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2021 - 2025 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2021 - 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: VA, HI, CO, VI, UT, TN, SD, ND, NC, MT, MN, MD, MA, IA, RI, FL, KY, DC, PR, OK, OH, NY, CT, NJ, NH, IL, WY, WA, PA, MI, GA, AZ, AL, AK, WI, SC, OR, NV, DE, CA, TX, MS, KS, IN, MO, LA, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1056434
CA Insurance License #: 0M50860

About Bill DeMatteo

Bill DeMatteo is an Executive Director and Financial Advisor with The Chen Group at Morgan Stanley. In addition to advising clients and families, he serves as the team's Chief Operating Officer, overseeing the business of the team, and leading the integration of advisory practices as part of the group’s long-term growth strategy. His career spans more than two decades in financial services, including 17 years in senior leadership roles at Morgan Stanley.

Before joining The Chen Group, Bill led Morgan Stanley’s Fifth Avenue Market in New York City. In that role, he was directly involved in advisor transitions, practice acquisitions, succession planning, and the integration of complex businesses into the firm. He brings this experience to the Chen Group by identifying strategic acquisition opportunities, conducting diligence on advisory practices, and guiding integration in a way that protects clients, supports advisors, and preserves continuity. His focus is on thoughtful growth—helping to ensure that each transaction strengthens the team and enhances the client experience.

Bill holds multiple FINRA registrations and the Senior Portfolio Management Director, Alternative Investments Director, Workplace Advisor–Equity Compensation, and Financial Planning Specialist designations. Bill has also been named to Forbes’ Best-in-State Wealth Advisors list in New York for 2026.

He lives in New York City with his wife and two children and supports organizations including the Tunnel to Towers Foundation and the Morgan Stanley Children’s Hospital. He is also an avid golfer.

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Disclosures:
2026 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2589482

About James Ferrante

James works with clients, their families and businesses to determine their goals, needs and objectives. He focuses on both sides of the client balance sheet to help maximize efficiency and watch for blind spots, including estate planning strategies.

As an Alternative Investments Director, James assesses new investment opportunities and strategically allocates appropriate investments to qualified client portfolios.

James began his career in the Treasury Group at Deutsche Bank. He held a hybrid role that included liquidity risk management, hedging foreign capital reserves in Latin America and funding the bank’s various business lines. While at Deutsche Bank his team helped shepherd the bank through the Global Financial Crisis. This instilled a deep appreciation for the value of risk management, providing a skill set applicable to personal finance. After five years at Deutsche Bank, he began his career in wealth management at Merrill Lynch. He spent two years at Merrill Lynch and four years at Wells Fargo before joining the team at Morgan Stanley in Fall 2019. James was later recognized by Forbes as a Best-in-State Next-Gen Wealth Advisor in both 2022 and 2023.

James received his Bachelor’s degree from Georgetown University’s McDonough School of Business with a double major in Finance and Management.

He currently resides in Manhattan and is an avid skier and tennis player. He is also a proud uncle and godfather to a cohort of nieces and nephews.

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Disclosures:
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.
Securities Agent: WY, VI, SC, SD, UT, OH, WV, DC, NV, MS, MA, OR, OK, RI, PR, MD, TN, WI, WA, VA, VT, TX, NJ, NH, MO, PA, MN, NC, NY, ND, NM, NE, DE, ME, MT, CO, HI, IA, MI, ID, LA, FL, KY, KS, IN, IL, GA, CT, AK, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1111755

About Rocky Cassone

Rocky works with families and family-owned businesses to develop holistic financial plans. He understands the planning process begins with a deep understanding of each client’s personal values and long-term goals. Through the process, he offers strategies in Investment Consulting, Advanced Planning and Relationship Management.

Rocky has always enjoyed helping people, solving problems and working with numbers. His favorite part of his career is building long term relationships with clients.

A graduate of Woodberry Forest and Wofford College, Rocky is a South Carolina native who enjoys golfing, skiing, hiking, and spending time with his nieces and nephews.
Securities Agent: HI, UT, PR, IN, WY, VA, PA, NC, GA, CO, OH, NV, ND, CT, WI, VI, DE, AK, NJ, MA, CA, SC, MI, IL, TN, SD, FL, DC, AZ, MT, WA, TX, OR, NY, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2428082

About Kevin Neaves

Securities Agent: FL, VA, OR, NC, SD, PR, AZ, NV, CA, TX, MI, MA, CO, WI, SC, OH, NY, ME, IL, LA, GA, DC, WV, PA, NJ, MD, TN, WA, DE, CT, AK; General Securities Representative; Investment Advisor Representative

About Talal Bazzi

Talal Bazzi focuses on providing tailored wealth management solutions for high-net-worth families, finance professionals, partners at law firms and doctors. With a client centered approach Talal is committed to building trust and guiding his clients through every step of their financial journey.

With seven years of experience in the wealth management industry, Talal has risen to become a partner at The Chen Group. His dedication and performance have been recognized through his membership in Morgan Stanley's prestigious Pacesetters Club for four consecutive years, most recently in 2025. Before entering finance, Talal earned a bachelor’s degree in mechanical engineering from the University of Miami.

Talal grew up in Miami, Florida, and his upbringing instilled in him a love for connecting with people and serving his community. Outside of work he is passionate about animal welfare and co-founded the Voltaire Foundation, where he serves on the board. An avid sports enthusiast, Talal enjoys playing golf, basketball, soccer, and is a die-hard Liverpool fan.
Securities Agent: UT, CT, VI, RI, PR, MT, AZ, TN, NY, NC, KY, IL, WA, VA, MO, DE, NJ, DC, ME, SD, OH, NH, MI, IN, CO, PA, ND, WY, SC, IA, CA, NM, MN, MA, HI, FL, AK, TX, OK, NV, KS, GA, WI, OR, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1807584

About Melanie Weintraub

Melanie joined Morgan Stanley in 2025. She provides institutional level investing advice to her clients and is a fourth-generation business owner.

Her journey into private wealth management began after inheriting her father’s business, where she gained firsthand experience with complex wealth transfers. This background has equipped her with a profound understanding of the critical role a sophisticated financial plan plays in helping preserve and grow wealth. Melanie is committed to building lasting relationships with her clients, earning their trust through consistent communication, attention to detail, and timely, effective solutions.

Renowned for her genuine approach, Melanie excels at connecting with each family member. Her ability to demystify complex financial strategies helps ensure that her clients feel empowered and informed in their decision-making process.

Before joining Morgan Stanley, Melanie enjoyed a successful 15-year career in institutional equity sales, where she served some of the largest hedge fund investors. Her roles at Nomura Securities, Deutsche Bank, and Alliance Bernstein have honed her skills and broadened her industry perspective.

Melanie is an alumna of the University of Michigan, where she earned a Bachelor of Arts degree in Political Science and Italian in 2008. She also holds the Certified Exit Planning Advisor (CEPA) designation. Beyond her professional achievements, she is a winter sports enthusiast - she is an avid skier and was formerly a member of the US Figure Skating Team. Melanie resides in Connecticut with her husband and three children.
Securities Agent: NE, OH, OK, IA, FL, HI, VT, SD, NV, NJ, GA, DC, AZ, WA, NH, MD, LA, ID, DE, SC, PR, OR, NC, ME, KY, CT, CA, AR, WY, WV, MS, MI, VI, NY, NM, MN, AL, AK, WI, TX, TN, PA, IL, VA, RI, ND, MT, MO, KS, CO, UT, MA, IN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2755988

About Mark Watros

Mark Watros is the Director of Investments for The Chen Group at Morgan Stanley, where he leads portfolio management and investment strategy for high-net-worth individuals and families. He oversees customized portfolio construction and ongoing investment management, drawing on deep fixed income and market experience to help align client portfolios with long-term objectives and risk considerations.

Mark began his career at Morgan Stanley in 2018 on the Brokerage Fixed Income Sales desk, later moving into Advisory Fixed Income Sales supporting institutional accounts and high-net-worth portfolio managers. He subsequently joined the Fixed Income Trading desk as a trader before transitioning to his current role with The Chen Group. Mark earned a bachelor’s degree from Ferris State University and an MBA from the University of Connecticut. He also served in the U.S. Marine Corps and received a Purple Heart for his service.

Mark lives in Connecticut with his wife and two children and enjoys golfing, including scoring two hole-in-ones.

About Scott Kim

Scott Kim is an Assistant Vice President and Business Development Director within Morgan Stanley Wealth Management, supporting The Chen Group with day-to-day client service and operational execution. In his role, Scott onboards new accounts, assists with financial planning, trading , portfolio modeling, asset allocation, equity research, and reporting to help the team deliver a consistent client experience.

Scott began his career at Smith Barney in 2010 and continued with the firm through its merger into Morgan Stanley. He holds the CFP® designation and maintains Series 7 and Series 66 licenses. Scott earned a Bachelor of Science in Economics from George Mason University.

Originally from Virginia, Scott enjoys hiking, camping, soccer and basketball. He lives in Brooklyn with his wife, Amy, and their two sons, and volunteers with local charity and community organizations.

*This role cannot solicit or provide investment advice

About James Griffin

James Griffin is an Assistant Vice President and PWM Director of Business Strategy on The Chen Group, focused on delivering high-touch client service and operational support. He works with the team on onboarding new accounts, asset and account transfers, trading support, portfolio modeling, asset allocation, and the preparation of equity research and performance reporting to help clients stay informed and organized.

James joined Morgan Stanley as an intern in 2015 and transitioned to a full-time role in 2016 on the Complex Management Team, supporting integration efforts and operational functions including IT, property services, entitlements, and onboarding. He joined The Millman, McGee & Ennis Group in 2019, where he supported onboarding and served as a family analyst across more than 50 client relationships. James joined The Chen Group in 2023 and holds Series 7 and Series 66 licenses, as well as Morgan Stanley’s Financial Planning Specialist designation and an Associate’s Degree in Business Administration.

James lives in Matawan, New Jersey, and enjoys golfing in his free time.

About Andrew Eng

Andrew Eng is a Private Wealth Management Analyst and Financial Planning Specialist on The Chen Group at Morgan Stanley, focused on delivering comprehensive financial planning support. He assists with trading-related requests, portfolio modeling, asset allocation analysis, and performance reporting, helping the team translate planning insights into coordinated next steps for clients.

Andrew joined Morgan Stanley in June 2023 as part of the Planning Virtual Engagement Associate team, where he developed experience with Modern Wealth Management tools and advisor practice support. His background includes studies in psychology and business administration; he began his undergraduate education at SUNY Binghamton, later completing his degree at Southern Connecticut State University, where he also earned an MBA. He holds the Morgan Stanley Financial Planning Specialist designation, as well as the Series 7, 63, and 66 licenses.

Andrew enjoys golfing, traveling, and exploring new restaurants and cuisines.

*This role cannot solicit or provide investment advice

About Gabriella Zapasnik

Gabriella Zapasnik is a Private Wealth Management (PWM) Client Service Associate supporting the Chen Group. She partners with the team to help deliver a high-quality client experience through day-to-day service and operational support, with a focus on responsiveness, accuracy, and follow-through.

Gabriella earned dual Bachelor of Business Administration degrees in Finance and Marketing from Florida Atlantic University. She gained experience in wealth management through an internship with Equitable Advisors, where she supported retirement-related service work, maintained detailed client records, and observed client conversations around portfolio construction and long-term planning.

Gabriella also brings a strong leadership background from Delta Sigma Pi, where she served in senior roles supporting professional development programming and event execution. She holds the Securities Industry Essentials (SIE) and the Florida 2-15 Life, Health, and Variable Annuities license, and is fluent in English and Polish.

About Jas Kaur

Jas Kaur is a Client Service Associate on The Chen Group at Morgan Stanley, supporting Wealth Management and Private Wealth Management clients through daily operational and administrative execution. She helps the team deliver a seamless client experience by coordinating service requests, supporting account-related workflows, and ensuring key processes are handled accurately and efficiently.

Jas began her Morgan Stanley career as an Operational Associate/Admin, building a strong foundation in financial operations and client service. She holds a Bachelor of Business Administration in Economics, which supports her analytical approach and commitment to responsive, client-centric service. Originally from Queens and now based in East Meadow, Long Island, Jas brings a disciplined work ethic and a collaborative mindset to the team.

Outside of work, Jas enjoys cooking and spending time with friends and family.

Awards and Recognition

Forbes Best-In-State Wealth Management Teams
2023-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
​2021-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2021-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes America's Top Next-Gen Wealth Advisors
​2017-2018, 2020-2022 Forbes America's Top Next-Gen Wealth Advisors (formerly referred to as Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2017-2018, 2020-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Forbes Top Next-Gen Wealth Advisors Best-In-State
​2017-2018, 2020-2023, 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (Awarded 2017-2018, 2020-2023, 2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
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Wealth Management
Global Investment Office

Portfolio Insights

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Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
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PWM Leadership Insights & Outcomes
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PWM Leadership Insights & Outcomes

Bringing Private Wealth Management leadership perspectives directly to you on the forces shaping wealth today, from cross-border complexity to AI for family offices and more.

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.
Learn More about Insights and Outcomes
Larry Fitzgerald Jr.'s Playbook on Leadership and Values
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Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.

Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
  • Intergenerational Planning
  • Philanthropic Giving
  • Non-Traditional Assets
  • Managing Family Wealth
Learn More about Private Wealth Management Podcast
Listen | The Pyramid of Giving: When to Say Yes. How to Say No.
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Listen | The Pyramid of Giving: When to Say Yes. How to Say No.

You can support the people and causes you care about, while also turning down requests when you feel you have done enough. Tune in for tips and hear from Katherine Lorenz, President of the Cynthia and George Mitchell Foundation, who shares her story.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan 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.

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3Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6Morgan 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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7Morgan 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

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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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9Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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10Products 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.
Morgan Stanley does not assist with buying or selling art in any way and merely provides information to clients interested learning more about the different types of art markets at a high level. Any client interested in buying or selling art should consult with their own independent art advisor.

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11When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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 | Morgan Stanley
CRC 4677197 (7/2025)