Welcome

The Christensen Reynolds Group at Morgan Stanley Private Wealth Management helps highly successful individuals, families, and institutions manage their wealth. The team consists of six financial professionals whose mission is to help assure our clients achieve their financial aspirations and secure financial security for their families across multiple generations.

As your family’s private wealth advisors, it is our mission to completely understand your goals, needs and aspirations so we can help you pursue your passions and leverage the global capabilities of Morgan Stanley to assure clients receive the best advice. We employ a rigorous process to design and ultimately implement your plan, taking into consideration all facets of your financial life: investment portfolio construction, risk management, liability management, trust and estate planning, family dynamics and philanthropic passions. As stewards of your wealth, our primary goal is to help preserve and grow your family’s financial capital to have the greatest positive impact today and for generations to come.

We look forward to learning more about you and your family to understand how best to utilize our team’s experience and expertise to achieve your goals.

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.
Capabilities
  • Investment Management
  • Comprehensive Wealth Planning
  • Retirement & Pension Plans
  • Manager Selection
  • Risk Management
  • Family Governance & Wealth Education
  • Pre-Liquidity Planning
  • Hedging Strategies
  • Philanthropy Management
  • Open-Architecture Platform
  • Sustainable & Responsible Investing
  • Consolidated Reporting
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 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • 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 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

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.

Philosophy

The Christensen Reynolds Group serves a dynamic and diverse client base, with a focus on affluent families in the NJ Tri-State area. Our goal is to deliver personalized, consistent and actionable advice to every family we work with. While the wealth management plans we create for our clients are highly individualized, we have deeply held beliefs and principles that underpin every one of our relationships. Always placing the needs of the client first. We deliver a best in class service experience, a disciplined investing framework, thoughtful asset allocation and create meaningful long-term value for our clients through customized tax and estate planning strategies.

    Location

    300 Campus Dr
    4th Fl
    Florham Park, NJ 07932
    US
    Direct:
    (973) 236-3534(973) 236-3534

    Meet The Christensen Reynolds Group

    About Me

    Steven Christensen
    Managing Director
    Private Wealth Advisor
    Family Wealth Director
     

    Drawing on over 36 years of experience in the financial services industry, Steve provides investment advice to high net worth families, private business owners, endowments and foundations, and corporate retirement, pension and 401(k) Plans. As one of the team’s senior partners, Steve orchestrates efforts to deliver knowledge across portfolio management, tax and estate planning strategies and premium client service.

    Before joining Morgan Stanley, Steve spent 24 years at J.P. Morgan in their Investment Bank and Private Bank. As a Managing Director in J.P. Morgan’s Private Bank, Steve advised high net worth families, private business owners, financial professionals, corporate executives, and endowments and foundations. Prior to joining the Private Bank, Steve was a Managing Director in the Investment Bank’s investment-grade debt capital markets group. He has extensive knowledge in fixed income capital markets, interest rate derivatives and corporate finance. His prior experience includes commercial paper origination, municipal finance, high yield and commercial lending.

    Steve graduated from the University of Pennsylvania with a B.A. in International Relations. While at Penn, he was captain of the varsity crew team and was selected as a member of The Friar’s Senior Honor Society. Steve was a member of the 1976 and 1980 Olympic Rowing Teams and the 1979 Pan American and world championships Rowing Teams. His 1980 Olympic eight-oared crew was inducted into the Rowing Hall of Fame in 1991.

    Steve lives in Summit, NJ with his wife Sarah, and their dog Tavi.   They have three grown boys in the film and video, insurance, and fashion industries, respectively. 

    steve.christensen@morganstanleypwm.com
    973-236-3579
    Securities Agent: NJ, WI, VA, TX, SD, SC, RI, PA, OR, OK, NY, NV, NM, NC, MD, MA, IL, FL, DE, DC, CT, CA, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 822093

    About Me

    Michael J. Reynolds
    Managing Director — Wealth Management
    Private Wealth Advisor


    With 40 years of experience in the financial services industry, Michael is highly qualified to provide customized wealth management advice to both individuals and institutional clients. As an MD- Private Wealth Advisor, Michael and his team serve the unique needs of high net worth clients by developing a comprehensive understanding of each family’s unique situation and long-term goals. His experience covers a broad spectrum of client’s needs including investment management, retirement, life insurance, philanthropy, estate and tax strategies. He also offers access to cash management, credit and lending solutions. Michael leads a team that focuses intently on building long term relationships, striving to provide premium client service and ultimately producing first-class overall results.

    Before joining Morgan Stanley, Michael spent 30 years at J.P. Morgan in their Investment Bank and Private Bank. As a managing director in J.P. Morgan’s Private Bank, Michael advised high net worth families on investments management, lending, banking, tax and estate planning. His previous experience includes finance and accounting, fixed income, equity and FX trading, risk management and advisory work for corporations and private client banking. Michael has traveled extensively throughout the world and worked in London for five years. He holds a finance and accounting degree from the University of Scranton, where he was also captain of the varsity golf team. Michael lives in Bernardsville, New Jersey with his wife, Terri, and children, Katherine and David.

    Michael.J.Reynolds@morganstanleypwm.com

    973-236-3580
    Securities Agent: NJ, WI, VA, TX, SD, SC, RI, PA, OR, OK, NY, NV, NM, NC, MD, MA, IL, FL, DE, DC, CT, CA, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 821869

    About Me

    Mead Briggs
    Executive Director
    Financial Advisor
    Portfolio Manager



    Mead Briggs brings over 18 years of asset allocation and portfolio management experience to the service of his clients. In his current role, Mead is responsible for advising high net worth individuals, foundations and senior executives on a range of financial matters including asset allocation,
    portfolio construction, equities, fixed income and alternative investments. Prior to joining Morgan Stanley, Mead worked 13 years at J.P. Morgan Private Bank and for five years with Bankers Trust Private Banking which later became Deutsche Bank Private Bank. He provided investment advice to high net worth individuals, families and institutions. He also worked as an Institutional Fixed Income salesman for two primary dealers with a focus on taxable instruments.

    Mead served as the vice chairman of the Long Hill Township Planning Board for nine years and was a member of two subcommittees. He was elected to the township committee of Long Hill Township and served as deputy mayor. Mead worked in several capacities including Planning ard liaison, Finance Committee, Chairman of the Board of Health and liaison to the Fire Department and First Aid Squad. 

    Mead earned his master’s in business administration with a minor in accounting from the Stern School of Business, NYU. He also earned his Bachelor of Science in business administration with a major in finance and minor in sociology from Bucknell University. He attended Kent School
    in Kent, Connecticut for his high school education.

    mead.briggs@morganstanley.com

    973-236-3563
    Securities Agent: NJ, WI, VA, TX, SD, SC, RI, PA, OR, OK, NY, NV, NM, NC, MD, MA, IL, FL, DE, DC, CT, CA, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 837207

    About Me

    Jason Meyer
    Executive Director
    Financial Advisor
    Portfolio Manager



    Jason Meyer brings over 17 years of experience within asset allocation, portfolio strategy, equity research and trading. In his current role, Jason is responsible for advising high net worth individuals, foundations and senior executives on a range of financial matters including asset allocation, portfolio construction, equities, fixed income and alternative investments.

    Prior to joining Morgan Stanley, Jason was an executive director and global investment specialist within J.P. Morgan Private Bank, helping design and implement portfolio solutions for high net worth families.  He began his career at Brown Brothers Harriman as an equity options trader, and spent numerous years at both UBS, as an equity relationship manager, and at Merrill Lynch, as a portfolio strategist.

    Mr. Meyer graduated from Rutgers University, where he earned his Bachelor of Science majoring in labor relations and minoring in economics.

    jason.meyer1@morganstanley.com

    973-236-3564
    Securities Agent: NJ, WI, VA, TX, SD, SC, RI, PA, OR, OK, NY, NV, NM, NC, MD, MA, IL, FL, DE, DC, CT, CA, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 837299

    About Me

    Christopher Ridente, CFP®
    Financial Advisor

    Experienced in financial planning, investment strategy and relationship management, Chris Ridente has nine years of hands on financial service experience. Chris joined The Christensen Reynolds Group at Morgan Stanley in 2012 helping design and implement customized portfolio solutions for high net worth families. He supports our team’s efforts to deliver tailored wealth management strategies and an outstanding service experience to our clients. This includes developing detailed wealth projections, creating asset allocations, building and implementing client portfolios, and articulating our market strategy.

    Prior to joining Morgan Stanley, Chris was an investment associate within J.P. Morgan’s Private Bank, specializing in asset allocation, portfolio strategy, performance reporting and trade execution for ultra-high net worth families. Earlier in his career at J.P. Morgan, he served as an internal consultant working on numerous projects, including investment and credit product launches and business development plans.

    Chris graduated with honors, from Wagner College, with a BA in Business Administration and dual concentrations in Finance/Management. Chris was captain of Wagner’s Division I lacrosse program, was named to the All-MAAC Academic Team as well as received the Businessman of the Year award for all of Wagner College Sports. Chris also holds a Certificate in Financial Planning from New York University and has earned his CFP®. He currently resides in Bernardsville, New Jersey with his wife, Alyssa. He enjoys golfing, traveling, skiing and spending time with friends and family.

    973-236-3536
    Securities Agent: NJ, WI, VA, TX, SD, SC, RI, PA, OR, OK, NY, NV, NM, NC, MD, MA, IL, FL, DE, DC, CT, CA, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1747312

    About Me

    Nina Hodges
    Portfolio Associate


    A 25-year veteran of the financial services industry, Nina Hodges provides a broad range of support services that help to create an outstanding service experience for clients of the Group.

    Nina began her career at Salomon Brothers, where she worked as a sales assistant on an equity sales and trading desk. She moved on to J.P. Morgan, where she spent the next 18 years in various capacities. These included positions as a sales assistant on a trading desk and a college recruiting assistant in the human resources department. Nina spent the last five years of career in J.P. Morgan's Private Wealth Management group as a client service representative working with high net worth clients and their families.

    nina.hodges@morganstanley.com

    973-236-3534
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    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.

    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.

    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.

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