

The Cohn Group at Morgan Stanley

Our Mission Statement
Our Story and Services
We take a highly individualized approach to Wealth Management and provide tailored advisory services and investment solutions. Our mission is to deliver a standard of care that prioritizes our client's best interests and comfort level. We are dedicated to earning your trust and confidence with an impressive combination of experience, accessibility, and insight.
- 401(k) Rollovers
- 529 PlansFootnote1
- Asset Management
- Business PlanningFootnote2
- Cash ManagementFootnote3
- Estate Planning StrategiesFootnote4
- Financial PlanningFootnote5
- Fixed IncomeFootnote6
- Life InsuranceFootnote7
- Professional Portfolio ManagementFootnote8
- Retirement PlanningFootnote9
- SyndicateFootnote10
- Trust AccountsFootnote11
- Wealth ManagementFootnote12
2024, 2023, 2022, 2021 and 2019 Forbes Best-in-State Wealth Advisors – Lee Cohn
Each year, Forbes publishes a ranking of Best-in-State Wealth Advisors, recognizing a select group of Financial Advisors who embody professionalism, dedication and exceptional service. It is our pleasure to share that this year our own Lee Cohn was included on this prestigious list, along with more than 700 of our colleagues at Morgan Stanley. We are humbled to be counted among this esteemed group of our peers. But, even more than that, we are deeply honored by your trust and loyalty.
This recognition means so much as it is a reflection of our commitment to you as well as Lee's contributions to the success of the firm. In light of this achievement, we want to take this opportunity to thank you for your ongoing confidence in Lee and in Morgan Stanley. It is truly our privilege to work with you in achieving the financial future you envision for you and your family.
2019, 2021, 2022, 2023, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2021, 2022, 2023, 2024). 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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Meet The Cohn Group
About Lee B. Cohn
2019,2021,2022,2023, and 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019,2021,2022,2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
NMLS#: 1295663
CA Insurance License #: 1805278
About Stacey Swarbrick
She began her career in the financial services industry in 1995, in commercial banking. Stacey is a graduate of the University of Illinois with a BA in Psychology. Stacey earned her securities license in 2008.
For 20 years, Stacey has helped to develop and support all aspects of The Cohn Groups growth. She has proven to be an indispensable resource and has been an integral part in driving our client-centered mission.
Stacey enjoys spending time with her spouse and two sons in Barrington. Stacey is committed to supporting her family as they aspire to reach their milestones.
NMLS#: 2410937
About Elijah Rothschild
Elijah provides a comprehensive wealth management experience to clients who are seeking more than just investment management. He works with his clients to see past the numbers and create meaningful plans to help them make an impact and preserve their legacy, their way. His team provides clients with world class portfolio management, financial planning, tax management, and lifestyle advisory to help achieve these goals, backed by the power of Morgan Stanley’s suite of tools.
Prior to rejoining the group in 2023, he advised small businesses and government agencies on accounting and finance matters related to allegations of fraud. His work focused on investigating the misuse of company/customer assets and drafting financial statements. He advised on matters in the real estate, cryptocurrency, and energy industries.
Elijah is a licensed CPA in DC, a licensed Mortgage Loan Originator (NMLS ID #2559468), and a Life, Health, & Variable Insurance agent.
NMLS#: 2559468
About Sharon Wierzba
Sharon currently resides in Riverwoods with her husband and their two cats. She is an avid golfer, enjoys cooking, football, performance driving, and spending time outdoors.

Contact Lee B. Cohn

Contact Stacey Swarbrick

Contact Elijah Rothschild
The Power of Partnerships
About Andrew Dittbenner
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Andrew began his career in financial services in 2010 and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Premier Banker at BMO Harris Bank, as well as a Financial Center Manager with the Fifth Third Bank.
Andrew received a Bachelor of Science in Business Marketing from Northern Illinois University. He and his wife live in Saint Charles, Illinois. When not at the office, Andrew volunteers with the Make a Wish Foundation. He also enjoys attending sporting events, as well as spending time with family and friends.
About Ashley Duresa
Ashley began her career in financial services in 2017 and has been with Morgan Stanley since 2018. She started as a Client Service Associate and assisted with daily client requests, provided excellent client service, and developed financial plans. As she progressed with developing the financial plans, she became a Certified Financial Planner professional and started a new role as the Financial Planning Director.
As the Financial Planning Director, Ashley assists financial advisors and teams in planning engagement within their book of business as well as connecting firm resources to discover opportunities ultimately to better serve clients. As a CFP professional, she encompasses all aspects of financial planning which includes but are not limited to estate planning, tax management strategies, education planning, and retirement planning.
A magna cum laude graduate of Lake Forest College, Ashley graduated with a degree in Finance. In her free time, Ashley is a competitive bowler and enjoys walking her dog, golfing with her husband, and traveling.
About Mamta Shah
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax topics and concerns.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CPA and holds a CFP® designation, She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She is a member of the AICPA and the Illinois CPA Society. She lives in Chicago with her family.
About Lynn King
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.
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