Welcome

We care deeply about your financial journey and are here to guide you throughout your most important life transitions with excellence, professionalism, and integrity. Our mission is to help you and your loved ones build meaningful connectivity between your dynamic lives and your wealth so you can reach your lifestyle, retirement, legacy and philanthropic goals.
We believe in:
  • Goals Based Wealth Management – Knowing your story before we do the math
  • Tailored & Innovative Advice - Rigorous analysis & Personalized recommendations
  • First Class Service - Ongoing clear communication & Objective product and platform selection
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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.

Location

522 5th Avenue, 11th
Floor
New York, NY 10036
US
Direct:
(212) 230-3680(212) 230-3680
1301 McKinney Ave
Ste 3500
Houston, TX 77010
US

Meet The Coren-Edelman Group

About Me

Ed has been registered in the financial services industry since 1966. Prior to joining Harris Upham, a predecessor firm to Morgan Stanley, in 1968, he trained under the tutelage of his father, Saul Edelman, a member of the New York Stock Exchange.
Growing up in the industry, Ed came of age reading the ticker tape. His significant experience following the capital markets is a tremendous asset to our team.  Ed was a 2000 Director’s Club member, recognizing his achievement as one of the firm’s top Financial Advisors.
Ed was a former New England high school wrestling champion, before pursuing undergraduate studies at Franklin & Marshall. He later attended the NYU School of Commerce.
Ed and his wife, Linda, split time between Palm Beach Gardens, FL and Saddle River, NJ, where they dote upon their three granddaughters, Sami, Emmi, and Nikki.
Securities Agent: AL, AZ, CA, CO, CT, DE, FL, GA, MA, MI, MN, NC, NJ, NV, NY, PA, SC, TX, UT, WA; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262251

About Me

Seth Coren leads a team of seven professionals who help families of significant financial means address the complex challenges of managing their wealth. The Coren Edelman Group at Morgan Stanley Private Wealth Management includes three CFP® professionals and two CFA® charter holders, and brings over 100 years of combined wealth management experience to the service of its clients.

The Coren Edelman Group engages clients in a comprehensive wealth management process, which drives a constructive framework for the integration of financial planning with investment excellence. The team offers strategies for wealth accumulation and preservation, wealth transfer and estate planning, liability and risk management, retirement income, and insurance planning. The team’s foundation is built upon providing sophisticated wealth management solutions and delivering exceptional client service.

A highly regarded professional, Seth has received multiple national recognitions for his accomplishments, and speaks throughout the country on various wealth management topics.

• 2018 Forbes Magazine Best-in-State Wealth Advisor
• 2015 Financial Times 400 Top Financial Advisor
• 2014 and 2015 Registered Rep magazine Top 40 Wirehouse Advisor Under 40
• 2009 Registered Rep Top 100 Wirehouse Advisor
• Member of Morgan Stanley’s 2015, 2016, 2017, and 2018 Chairman’s Club
• Panelist at the 2011, 2014, 2015, 2017, and 2018 Barron’s Top Advisory Team Summit

Seth is a graduate of Duke University and speaks proficient Japanese. He lives in Manhattan with his wife and three children.

Seth serves as President of the Peter Stuyvesant Little League (PSLL), which has served children on Manhattan’s east side since 1956. With more than 700 players each season, PSLL is a bedrock of the community.
Securities Agent: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, ME, MI, MN, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1253066

About Me

Scott joined Morgan Stanley in 2012.  He has 21 years of experience in the financial services industry having worked on both the buy- and sell- sides of Wall Street as an equity analyst and investor.  
Currently, Scott co-leads The Coren-Edelman investment team and is responsible for security research and selection, and portfolio and risk management. Prior to joining Morgan Stanley, Scott worked as an equity analyst at Millennium Management LLC, a global investment management company.  Before that he spent four years at Endeavour Capital Advisors, a long/short equity financial services sector fund, where he was responsible for the firm’s bank research and investments.
Scott spent the first part of his career as a Managing Director and analyst in the equity research department of Bear Stearns & Co. Inc.  He graduated from the University of Michigan in 1995 with a Bachelor of Business Administration degree. Scott is a CFA charterholder since 2000.
Securities Agent: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MI, MN, NC, NJ, NM, NV, NY, OR, PA, SC, TX, UT, VA, VT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1272872

About Me

Amanda joined Morgan Stanley in 2007 in Atlanta, Georgia, and has over twelve years of experience in wealth management. She is a CFA® charterholder and a CFP® professional.  Amanda is responsible for asset manager selection and analysis, financial planning, and strategic partnership management.

Amanda is a graduate of Texas A&M University and holds a Bachelor of Business Administration in Finance. After many years in Manhattan, she and her husband Chris relocated to Houston, where they reside with their daughters Allison and Caroline. A former marathoner, Amanda enjoys exercising, cooking, and most of all, time with her family.

About Me

Michael is a Wealth Management Associate at Morgan Stanley. He joined the firm in 2010 and brings over 7 years of wealth management experience to the team.  Michael earned his CERTIFIED FINANCIAL PLANNER™ certification in 2017.  He has worked in several areas within wealth management at Morgan Stanley including Institutional Investment Consulting, Financial Planning, and the Advisory sales desk. 

Michael is responsible for supporting the team with financial planning, investment manager and fund analysis, performance reporting, and cultivating meaningful relationships with both clients and employees of the firm.
   
Michael is a graduate of Fairfield University with a degree in Finance and a minor in Mathematics.  He currently resides in Nutley, NJ with his wife and enjoys traveling, playing golf, and fitness.

About Me

Originally from Massachusetts, Harrison graduated The Catholic University of America in Washington, D.C with a degree in Finance. After graduation, he joined our team in 2014 as a Client Service Associate. Now a Consulting Group Analyst, he assists with financial planning, including insurance and annuity planning, quarterly client reporting, as well as other relationship management responsibilities. 

He also facilitates various day-to-day tasks such as cash management, lending, and new and existing account maintenance. Harrison is an avid sports fan, loves to travel, and currently resides in Brooklyn.

About Me

Shatavia joined Morgan Stanley in 2005 and brings over 12 years of experience to the team.  She began her career as a Service Associate in Branch Operations.  Her responsibilities on the team include administrative, operational and issue support resolution.
She attended Macon State College and is the proud mother of her daughter Myeh.  Her hobbies include spending time with family, traveling and photography.
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.
Learn more about Successfully Staffing Your Home

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.
The Power of Why

The Power of Why

If you asked me to identify the one thing that successful families have that others don’t, I’d say they have a common purpose. They understand that they share a sense of where they’re going together and what they’re trying to accomplish as...
Learn more about The Power of Why

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

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Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Market Information Delayed 20 Minutes
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.

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 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

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.