The Cortex Group at Morgan Stanley

Jorge Morasso is a Senior Vice President and Financial Advisor at Morgan Stanley, where he co-founded The Cortex Group in Miami. With a unique depth of experience and a client-first mindset, he has served as a trusted financial guide for affluent individuals and families across the U.S. and abroad for over 25 years.

A graduate of American University, Jorge went on to earn an M.B.A. from the University of Michigan before beginning his career in 1998 as a Financial Advisor at Charles Schwab & Co. After transitioning to Espirito Santo Bank in 2005, he further honed his skills in delivering bespoke investment strategies for global ultra-high net worth individuals and families. In 2014, Jorge joined Morgan Stanley, co-founding The Cortex Group to help his clients leverage the firm’s global platform and family office resources.

Jorge’s approach is built on the understanding that true wealth management goes beyond traditional investing. Focusing on asset allocation across public and private markets, his strategies span equities, fixed income, mutual funds, and alternative investments to help clients align investments with both immediate financial needs and long-term financial objectives. That’s also why he integrates sophisticated estate planning, tax optimization, and philanthropic giving strategies. First and foremost, however, Jorge prides himself on building lifelong, meaningful relationships with clients, where open communication and understanding are paramount.

Outside the office, Jorge enjoys spending time with his wife, Irene, and their three sons, Jorge, Eduardo, and Andres. A passionate skier and avid BBQ enthusiast, he finds joy in both adventurous pursuits and the simple pleasure of gathering with family and friends. His personal and professional life are shaped by the same values: a deep commitment to family, legacy, and building enduring relationships.

B.A. Bentley College
2010-present: Morgan Stanley
2008-2010: Barclays Wealth
2006-2008: Lehman Brothers

Carlos Guillermo Rodriguez is a First Vice President, Alternative Investments Director, Family Wealth Director, and Financial Advisor at Morgan Stanley, where he co-founded The Cortex Group in Miami. With over a decade of experience in wealth management, he designs bespoke investment solutions that help address the global financial, family, and governance needs of ultra-high net worth clients.

A graduate of the University of Miami with a Bachelor’s degree in Economics, Carlos began his career in 2012 as a Relationship Manager at Espirito Santo Bank. In 2014, he joined Morgan Stanley, bringing his passion for alternative investments and portfolio construction to the firm. Since then, Carlos has continued to elevate his offering for his clients. He has earned the prestigious Family Wealth Director designation (held by 4% of MS advisors nationwide ) in recognition of his ability to advise ultra-high net worth families. He also serves as an Alternative Investments Director, a role that highlights his commitment to incorporating non-traditional investment vehicles into sophisticated portfolio strategies.

Carlos’s work revolves around delivering integrated solutions that span across his clients’ entire balance sheet, helping them navigate the complexities of family governance, wealth education for the next generation, and the preservation of multi-generational wealth. Whether advising on private equity, hedge funds, or other alternative investments, Carlos crafts highly personalized strategies designed to help achieve long-term and risk-managed growth that align with clients’ evolving goals. His approach is deeply rooted in understanding each client's unique needs, providing personal service even across borders, and helping ensure that every solution is both strategic and actionable.

Outside of his professional life, Carlos enjoys spending time with his wife, Valentina, and their daughter, Joaquina. A dedicated fitness enthusiast, he enjoys running and working out.

Rosa Gonzalez is a First Vice President, International Client Advisor, and Financial Advisor with The Cortex Group at Morgan Stanley. With over three decades of financial experience, she has built a reputation for her deep, personalized approach to wealth management — not only guiding clients through the complexities of their own lives, but also helping empower the next generation with financial education and planning.

A graduate of Universidad Metropolitana with dual degrees in Finance and Management, Rosa began her career in 1995 at Merrill Lynch. She later transitioned to UBS, where she worked for nearly a decade before joining Morgan Stanley in 2009. Over the course of her distinguished career, Rosa has earned the title of International Client Advisor, a reflection of her global experience and commitment to providing tailored, high-touch service to clients across the world.

With an approach grounded in active listening, attention to detail, and a commitment to understanding each client’s unique needs — Rosa works closely with affluent individuals and families to build comprehensive strategies that evolve with their life changes, market conditions, and cross-border complexities. Whether advising on asset allocation, retirement planning, or legacy preservation, she leverages her deep experience in global tax strategies, estate planning, and international investment opportunities to help ensure her clients’ financial strategies are optimized for long-term success across jurisdictions. But beyond the numbers, she deeply values the human side of wealth management, partnering with families to preserve not only their financial assets but also the values, traditions, and vision that built the wealth in the first place.

Outside of her professional life, Rosa is deeply committed to giving back to her community. She teaches yoga at a rehabilitation center for women recovering from abuse and addiction, helping empower others on their path to healing.