Christopher Cooper
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(301) 961-1820(301) 961-1820
The Cooper-Rothenberg Group at Morgan Stanley
Direct:
(301) 961-1800(301) 961-1800
Toll-Free:
(800) 745-4503(800) 745-4503
Our Mission Statement
We will collaborate with you to manage the complexity of preserving and growing your wealth.
Our Story And Services
The Cooper-Rothenberg Group at Morgan Stanley provides highly customized financial advice to individuals, families and foundations. We work closely with our clients to understand their specific goals for the future, and to implement a strategy to achieve them.
Since our inception, we have been dedicated to serving our clients through a relationship based on transparency, integrity and mutual trust.
Since our inception, we have been dedicated to serving our clients through a relationship based on transparency, integrity and mutual trust.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Getting to Know You
When a new client comes to our group, we begin with a discovery process - an in-depth dialogue to identify all factors surrounding and defining the client’s wealth. This includes the client’s short and long-term goals and concerns, the structure of his or her holdings, and the client’s exposure to – and tolerance for – risk.
Advanced Planning
We work with you, as well as with your tax and legal professionals, to determine how you live, what your lifestyle will require in cash flow, what you want to pass to the next generation and the causes you care about. The result is the integration of lifestyle planning, asset preservation and wealth transfer issues that may include recommendations on charitable giving, and insurance.
Strategic Asset Allocation
We will help you determine what is necessary to achieve your financial goals and craft an investment program designed to help you reach them. We will implement the strategy using one of the most powerful and intelligent investment platforms, one that includes extensive research on investments and managers, and tactical investment strategy.
Investment Management
From discretionary investment advisory services to separately managed accounts and alternative investments, we have the experience and tools to implement the asset allocation best suited to your objectives.
Location
7500 Old Georgetown Rd
10th Fl
Bethesda, MD 20814
US
Direct:
(301) 961-1800(301) 961-1800
Toll-Free:
(800) 745-4503(800) 745-4503
Meet The Cooper-Rothenberg Group
Andrew Rothenberg, CIMA®, CPWA®
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(301) 961-1849(301) 961-1849
Agustina Doval
Senior Registered Client Service Associate
Phone:
(301) 961-1859(301) 961-1859
About Christopher Cooper
Christopher joined Morgan Stanley in 1999. He is a Portfolio Management Director, a designation reserved for advisors who meet specific tenure and performance metrics. Chris believes in the disciplines of Graham and Dodd, focusing on investment fundamentals. Over the past 25 years, Chris has developed longstanding relationships with a variety of like-minded clients comprised of individuals, family offices and private foundations.
Securities Agent: KS, SC, VT, TN, OR, NM, MI, CT, PA, NY, VA, NJ, MD, WA, FL, CA, UT, MN, DE, MA, IN, GA, DC, WV, IL, CO, TX, NV, NC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265067
NMLS#: 1265067
About Andrew Rothenberg
Andrew joined Morgan Stanley in 2007, having previously worked for six years as a senior trader and research analyst for a private hedge fund. As a Portfolio Management Director, Andrew now uses his institutional experience and capital markets knowledge to advise individual investors. Andrew holds a Certified Investment Analyst ® (CIMA®) designation, as well as a Certified Private Wealth Advisor ® (CPWA®) designation, both awarded by the Investment Management Consultants Association®.
Securities Agent: NC, VA, PA, OR, NV, MI, GA, NY, TX, MD, TN, NM, IN, CT, SC, VT, DE, CA, KS, IL, WV, NJ, MN, MA, DC, CO, FL, WA, UT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1273037
NMLS#: 1273037
Contact Christopher Cooper
Contact Andrew Rothenberg
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Cooper-Rothenberg Group today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
3Morgan 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.
4Morgan 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
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
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.
3Morgan 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.
4Morgan 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
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
