The Cunningham Group at Morgan Stanley

Sharon is a Managing Director, Impact Director, Senior Portfolio Management Director, and Financial Advisor with Morgan Stanley and its predecessor firms since 1990. She has dedicated her entire career to providing highly customized life stage financial planning and investment growth strategies to individuals, families, organizations and nonprofits. Her approach includes a thorough planning process and a commitment to providing outstanding service and advice delivered with passion and integrity.

Sharon has been focusing on women’s financial issues since she began working as an advisor in 1990. Recognizing that women were often excluded from financial discussion, she set out to change the industry norm. She has dedicated much of her efforts to empowering women through workshops designed specifically for them. More recently, she is credited with creating the Her Way initiative at Morgan Stanley –a cross platform community providing women with access to lifestyle information and professional resources to help them live their best lives. As part of her commitment to this community, Sharon, along with three of her women portfolio manager colleagues, have launched the Her Way Gender Lens Portfolio which invests in companies who are dedicated to diversity and career advancement of women within their organizations.

Over the years, Sharon has been recognized for her commitment to her clients and the organizations she supports. She has been named to Forbes Magazine’s Top Women Wealth Advisors list, and Forbes’ Best-In-State Wealth Advisors list for seven consecutive years. These list recognized experienced financial advisors across the country who are setting the standard for professionalism, dedication and exceptional clients service. Working Mother’s Magazine has also acknowledged Sharon as part of its “Top Wealth Advisor Moms” which recognizes a select group of women who, while pursing careers as successful Financial Advisors, also juggle responsibilities of having children at home. Sharon was named to Morgan Stanley’s MAKERS “Class of 2018”, a platform celebrating the firm’s trailblazing women, and also received the firm’s John J. Mack Leadership Award. This honor, named on behalf of Morgan Stanley’s former CEO and Chairman of the Board, is bestowed upon individuals who embody our firm’s values and are making a positive impact on their colleagues and communities.

Sharon is a CERTIFIED FINANCIAL PLANNER™, a graduate of Adelphi University with a degree in Business Management and Finance, and holds a certificate in financial planning form New York University. She takes pride in her non-profit work with women’s organizations such as Mothers2Mothers, Women for Women International, and the Girl Scout Council of Greater New York and as serving as a Board Member to NEXT for Autism. Sharon resides in Rye Brook, with her husband Brian and their two children, Olivia and Griffin.

2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)

Source: Forbes.com (Awarded 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

2023 Forbes Best-In- State Wealth Advisors

Source: Forbes.com (Awarded 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Ken is a Senior Vice President, Senior Portfolio Management Director and Financial Advisor with The Cunningham Group at Morgan Stanley. He joined Morgan Stanley in 2001 and has dedicated his career to helping individuals, families, and organizations achieve and maintain their financial success. Ken is committed to long-term relationships, striving to always deliver exceptional client service. He listens carefully to his clients’ values and concerns, and works tirelessly to implement customized wealth management plans that match their specific goals and tolerance for risk.

In 2009, Ken achieved the esteemed designation of CERTIFIED FINANCIAL PLANNER™ by the CFP^® Board of Standards, the recognized standard of excellence for personal financial planning. He also earned the accreditation for Senior Portfolio Management Director at Morgan Stanley, and is now among a select group of financial advisors within the firm who are qualified to directly manage client assets on a discretionary basis. This can be an important benefit for clients, as it avoids delays in making timely financial management decisions.

Ken’s professional methodology enables him to assist his clients in their financial lives with clarity and confidence. Together with his colleagues at The Cunningham Group, he develops and implements comprehensive financial plans and sound investment strategies that reflect the personal and financial objectives of the individual or group. Regular communication is provided and encouraged to help monitor the plan and to make necessary adjustments.

A graduate of Fordham University with a Bachelor of Science in Finance, Ken is an active Fordham alumnus, as well as an IONA Preparatory alumnus. He is a member of the YWCA USA Endowment Fund’s Investment Committee. He is also involved with the Westchester/Hudson Valley chapter of the Leukemia & Lymphoma Society. Ken lives in Hastings on the Hudson, with his wife, Malaika, and their sons Hudson and Logan.

Lynn Cunningham joined The Cunningham Group as Group Director and team’s Chief-of-Staff in June 2021. She brings more than twenty years of experience in Wealth Management with a concentration in business development, marketing and client service. She holds her Series 7, 9, 10, 63 and 65.

Prior to joining The Cunningham Group, she spent over 15 years with Voya Financial and its predecessor, ING Investment Management. In her most recent role with Voya Financial Advisors, she was Vice President, Regional Advisory Business Consultant committed to working with affiliated independent advisors to build, grow and support their advisory fee-based practice. In this role, she was responsible for hands-on leadership to guide over 300 unique wealth management teams and implement best practice across all aspects of their business including organizational infrastructure, client service, investment solutions, business development and marketing.

In her role with The Cunningham Group, Lynn is able to leverage her prior experience and offer a progressive approach to wealth management operations in order to deliver a superior client experience. She focuses on fostering communication, strengthening team dynamics and adopting new technologies that optimize growth to exceed client expectations. Lynn also personally supports our clients and is taking the lead to strengthen our relationships with philanthropic organizations that leverage our investment solutions to grow and support their mission.

Lynn grew up in Rye, NY and graduated from the University of Hartford with a degree in Politics & Government. Lynn is an active charitable fundraiser through endurance sports training programs and previously lead a corporate team with executive sponsorship to raise more than $100,000 for Leukemia Lymphoma Society’s Team-In-Training program. In her free time, Lynn enjoys road and mountain biking, hiking, swimming and spending time with family including her golden retriever, Maddie.

Jimmy is a Portfolio Management Associate Director with The Cunningham Group at Morgan Stanley. He joined Morgan Stanley in 2021 and is an active participant in the investment decisions for the portfolio. Jimmy also organizes trading and research for The Cunningham Group.

Jimmy brings over 20 years of experience in Finance, beginning his career on Wall Street in the late 90s. Prior to joining Morgan Stanley, Jimmy was a director in Institutional High Yield Sales for Janney Montgomery Scott where he maintained several of the firm’s top high yield clients. He earned the designation Chartered Financial Analyst* in 2018 and is an active member of the CFA Society Dallas/Fort Worth.

Jimmy earned his Master of Business Administration from the Saint John’s University College of Business Administration. He also earned his Bachelor of Science degree from the Saint John’s University, where he was awarded the Dean’s Certificate of Achievement Award in recognition of high scholarship in the field of Management. Jimmy lives in Dallas, Texas with his wife Libia, and enjoys spending his free time with their twins Lucas and Elena.

*This role cannot solicit or provide investment advice

Anna is a Wealth Management Associate with The Cunningham Group at Morgan Stanley. With more than 15 years of operations experience in the financial services industry, she is qualified to facilitate complex operational tasks and handle all client related service requests. She serves as the primary administrator of clients’ cash management needs, account paperwork filings and transfers, and all related retirement fund rollovers and distributions. Remaining consistent with the Cunningham Group’s goals, Anna implements a high level of client service and recognizes the importance of personalized attention.
 
Anna began her career in 2000 with CIBC Oppenheimer in mutual fund operations, then transitioned to JP Morgan Chase as Institutional Performance Reporting Analyst and most recently served as Senior Investment Associate at Royal Bank of Canada Wealth Management.  While at RBC, she was highly recognized by her management team and received the Award of Excellence for Exceptional Client Service.  She holds her Bachelor of Arts degree in Biology from Barnard College and her Masters of Business Administration in Financial Services from the Tobin School of Business at St. John’s University. Anna currently resides in Long Island, New York with her husband, Dennis, and enjoys cooking, shopping, travelling and spending time with family and friends.

Minerva Flores is a Client Service Associate at The Cunningham Group at Morgan Stanley, where she plays a pivotal role in supporting the team’s administrative and client service operations. Minerva manages the group’s dynamic schedules and helps to ensure seamless coordination of appointments and meetings to optimize efficiency. She oversees the planning and execution of client events and special engagements, ensuring every detail is carefully managed to reflect the team’s commitment to excellence.

Since joining the team in November 2018, Minerva has managed high-level administrative functions while maintaining a client-centered approach. She provides assistance to clients who have questions or concerns with kindness and care. She holds a degree in International Business from Concordia College, which has equipped her with a global perspective on client service and business operations.

A native of Mamaroneck, New York, Minerva now resides in New Rochelle, New York. Outside of work, she enjoys exploring new destinations and spending quality time with her family.

Timothy is a Client Service Associate with The Cunningham Group at Morgan Stanley. He earned a Bachelor of Science degree in finance with a minor in marketing from Fairfield University. Timothy joined The Cunningham Group as a part-time associate in March 2024, eventually being promoted to a full-time role.

He provides essential support to the team by distributing statements, maintaining transfer activity, preparing reports and presentations for client meetings, and assisting portfolio management.

Timothy resides in Wyckoff, New Jersey, where he shares a home with his family, three dogs, and two cats. In his free time, he enjoys watching sports, making music, and spending time with family and friends.

Olivia Jaccoma joined The Cunningham Group at Morgan Stanley in September 2024, bringing a strong background in marketing, digital strategy, and client engagement. With a focus on digital and social marketing, Olivia is committed to driving growth and expanding the group's presence by leveraging innovative marketing strategies and data-driven metrics.

Before joining The Cunningham Group, Olivia earned a Bachelor of Science degree in Marketing from Fairfield University, concentrating on digital and social media marketing. Her professional experience includes marketing and sales roles at Gannett Media (USA Today Network), Jonathan Y Designs, and Westchester Magazine, where she refined her expertise in client relations, social media management, and project coordination.

At The Cunningham Group, Olivia is focused on enhancing communication strategies, integrating innovative technologies, and delivering exceptional service to ensure continued digital growth for the group.

Outside of work, Olivia is working towards completing her Master of Business Administration degree while spending quality time with friends, family, and her dog, Tallulah.