Executive Director, Private Wealth Advisor, Senior Portfolio Management Director, Executive Director
Phone:
(203) 625-4679(203) 625-4679
The Cushman, Curry, Higbie, Daugherty Group at Morgan Stanley
Direct:
(203) 625-4801(203) 625-4801
Our Mission Statement
Delivering high quality service with a wide array of investment
solutions
solutions
Our Story and Services
Our team has over 130 years of financial experience across cycles and asset classes including private wealth management, equity and fixed income specializations, financial planning and asset allocation, investment banking, commodity brokerage and trading, private markets/ private equity sourcing and underwriting. The diversity and integration of our backgrounds has unlocked meaningful value and points of connectivity with our existing and new clients.
We work as an extension of individuals and their families, effectively operating as a family office. Our team collaborates with our clients on financial and estate planning and we build customized portfolios for individuals, their generations and businesses throughout various life stages. This aligns with our team’s complimentary and integrated background across asset classes as well as two generations of financial advisors. As we grow with families, we are aligned through our own team succession plan, which provides continuity and redundancy for clients.
We work as an extension of individuals and their families, effectively operating as a family office. Our team collaborates with our clients on financial and estate planning and we build customized portfolios for individuals, their generations and businesses throughout various life stages. This aligns with our team’s complimentary and integrated background across asset classes as well as two generations of financial advisors. As we grow with families, we are aligned through our own team succession plan, which provides continuity and redundancy for clients.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Advice Matters
Not all advice is the same. Our advice is backed by advanced technology, exceptional insight and institutional scale that can't be found just anywhere.
Digital Tools
Digital technology is centered on how people communicate, consume, transact and travel. Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
- Managing your everyday finances such as paying bills online, sending money or transferring funds
The Morgan Stanley Mobile App is currently available for iPhone® and iPad® from the App StoreSM and AndroidTM on Google PlayTM. Standard messaging and data rates from your provider may apply.
Morgan Stanley Online- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
- Managing your everyday finances such as paying bills online, sending money or transferring funds
The Morgan Stanley Mobile App is currently available for iPhone® and iPad® from the App StoreSM and AndroidTM on Google PlayTM. Standard messaging and data rates from your provider may apply.
Asset Aggregation
We've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Asset AggregationThe ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery. Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.
eDelivery
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Digital VaultUpcoming Firm Events
We hope you will join us for this upcoming event.
U.S. Policy Pulse: 100 Days of Trump 2.0
DATE: April 24, 2025 at 4:15 p.m. ETWhat do the policies of the administration's first 100 days indicate for the economy and the markets? Join Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, for a conversation with Global Head of Government Relations, Michael J. Stein, and Head of U.S. Policy, Monica Guerra, about potential implications for investors.Can't attend the live event? Register anyway for access to the replay.
4398292 04/2025
Online
Location
1 Fawcett Place
3rd Floor
Greenwich, CT 06830
US
Direct:
(203) 625-4801(203) 625-4801
Meet The Cushman, Curry, Higbie, Daugherty Group
Senior Vice President, Financial Advisor, Alternative Investments Director, Financial Planning Specialist, Lending Specialist, Portfolio Management Director, Workplace Advisor - Equity Compensation
Phone:
(203) 625-4877(203) 625-4877
Phone:
(203) 625-4643(203) 625-4643
Nina Daugherty
Financial Advisor
Phone:
(203) 625-4890(203) 625-4890
Danielle Renzo
Vice President, Wealth Management Associate
Phone:
(203) 625-4801(203) 625-4801
Shannon Daine
Registered Client Service Associate
Phone:
(203) 625-4662(203) 625-4662
About Andrew L Cushman
Andy is an Executive Director and Senior Portfolio Management Director in the Private Wealth Management Division of Morgan Stanley. He has managed separate accounts for 38 years and has 45 years of investment experience in equity, fixed income, and balanced accounts. Andy joined Morgan Stanley in September 1989. Previously he was with Brown Brothers, Harriman & Co. where he spent 11 years as a portfolio manager. He began his career at Chemical Bank in 1975.
Andy is a 1975 graduate of the University of Virginia and holds a Bachelor of Arts, with distinction, in English. Andy resides with his wife Lyn in Greenwich, Connecticut. He has three grown children.
Andy is a 1975 graduate of the University of Virginia and holds a Bachelor of Arts, with distinction, in English. Andy resides with his wife Lyn in Greenwich, Connecticut. He has three grown children.
Securities Agent: DE, OH, NY, IL, WA, IN, VT, VA, MI, SC, PA, GA, TX, DC, CO, RI, NJ, MN, MA, UT, CT, AZ, MT, FL, CA, WV, OR, NC, ME, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1279260
NMLS#: 1279260
About William Curry
Bill is a Financial Advisor in the Wealth Management Division of Morgan Stanley. He draws on institutional experience to help clients with their comprehensive wealth management needs, including, alternative assets, trust and estate planning, cash management, financial planning, lending services and insurance. Bill joined Morgan Stanley in January 2018. From 2015-2017 he was Vice President of Energy Markets with Evolution Markets, where he co-ran the Natural Gas desk. Prior to Evolution, he worked for ICAP United from 2009-2014, where he climbed the ranks to become a Senior Broker, and Branch Manager.
In addition, Bill was named to Forbes Magazine’s List of Best-in-State Next-Gen Wealth Advisors in 2024.
Bill is a 2008 graduate of The Ohio State University’s Max M. Fisher College of Business with a bachelor’s degree in Business Administration. While a student, Bill was a member of the Varsity Lacrosse team, where he was acknowledged as a four-year Scholar Athlete and three-time Academic All-Big Ten.
Bill lives with his wife, Julia, his son, Wick, and daughter, Caroline, in Long Island.
Forbes America’s Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/23 - 3/31/24.
In addition, Bill was named to Forbes Magazine’s List of Best-in-State Next-Gen Wealth Advisors in 2024.
Bill is a 2008 graduate of The Ohio State University’s Max M. Fisher College of Business with a bachelor’s degree in Business Administration. While a student, Bill was a member of the Varsity Lacrosse team, where he was acknowledged as a four-year Scholar Athlete and three-time Academic All-Big Ten.
Bill lives with his wife, Julia, his son, Wick, and daughter, Caroline, in Long Island.
Forbes America’s Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/23 - 3/31/24.
Securities Agent: NH, AZ, VA, NJ, SC, OR, GA, RI, MT, VT, MD, CA, FL, DE, CO, WA, OH, NY, MN, ME, TX, PA, MI, MA, WV, NC, DC, CT, UT, IN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1751502
NMLS#: 1751502
About Carl Higbie
Carl has devoted an entire career to the financial services industry. He joined Morgan Stanley Wealth Management in 2013 after building a successful practice over eight years at UBS Financial Services. Previously, Carl managed a long/short equity portfolio at Graham Capital Management, a large well known hedge fund. Carl gained important equity and fixed income market experience as an investment banker for 19 years with the securities affiliate of the Toronto Dominion Bank and Salomon Brothers Inc. Carl began his career with General Motors in its New York treasurer’s office.
Carl is a 1974 graduate of Claremont McKenna College (BA economics) and a 1977 graduate of the Stanford University Graduate School of Business. Carl resides with his wife Maria in Greenwich, Connecticut. He has three grown children.
Carl is a 1974 graduate of Claremont McKenna College (BA economics) and a 1977 graduate of the Stanford University Graduate School of Business. Carl resides with his wife Maria in Greenwich, Connecticut. He has three grown children.
Securities Agent: CO, SC, NY, ME, WV, VT, VA, OH, NH, MA, IN, IL, FL, WA, RI, PA, OR, DE, CT, UT, NJ, NC, WI, MN, MD, TX, MI, CA, AZ, MT, GA, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1255498
NMLS#: 1255498
About Nina Daugherty
Nina is a Financial Advisor in Wealth Management. Prior to joining Morgan Stanley in 2023, Nina spent her career focused on alternatives, primarily private equity. She brings a background in asset allocation and advisory as well as sourcing and evaluating opportunities as a primary investor and on behalf of retail and institutional investors. Over the years and across cycles, Nina has evaluated and partnered with a broad and diverse opportunity set across different strategies, industries, sizes, geographies and managers.
More specifically, prior to joining Morgan Stanley, Nina worked at Stanwich Advisors, an independent investment bank focused exclusively on providing capital raising and advisory services to private equity firms and investors globally. Nina joined Stanwich Advisors in 2016 and was focused on origination, due diligence, distribution and helped with project management. Before Stanwich, Nina was a Brand Director with Pure Growth Partners, a consumer-packaged goods platform. She enjoyed working with all constituents and across all aspects of the business to execute multiple product lines from ideation / inception to on shelf. Prior to Pure Growth, Nina worked at Quilvest Private Equity, a global investment firm that started as a family office. At Quilvest, Nina specialized in co-investments and fund investments. She focused on underwriting opportunities and project management, honing her qualitative and quantitative due diligence skills across strategies and managers globally. Nina began her career at Lehman Brothers/ Neuberger Berman and spent a summer at the hedge fund, Moore Capital Management.
Nina graduated from Middlebury College with a Bachelor of Arts where she also played Varsity Ice Hockey and Field Hockey. After many years in NYC, Nina now lives in Greenwich with her son Charlie.
More specifically, prior to joining Morgan Stanley, Nina worked at Stanwich Advisors, an independent investment bank focused exclusively on providing capital raising and advisory services to private equity firms and investors globally. Nina joined Stanwich Advisors in 2016 and was focused on origination, due diligence, distribution and helped with project management. Before Stanwich, Nina was a Brand Director with Pure Growth Partners, a consumer-packaged goods platform. She enjoyed working with all constituents and across all aspects of the business to execute multiple product lines from ideation / inception to on shelf. Prior to Pure Growth, Nina worked at Quilvest Private Equity, a global investment firm that started as a family office. At Quilvest, Nina specialized in co-investments and fund investments. She focused on underwriting opportunities and project management, honing her qualitative and quantitative due diligence skills across strategies and managers globally. Nina began her career at Lehman Brothers/ Neuberger Berman and spent a summer at the hedge fund, Moore Capital Management.
Nina graduated from Middlebury College with a Bachelor of Arts where she also played Varsity Ice Hockey and Field Hockey. After many years in NYC, Nina now lives in Greenwich with her son Charlie.
Securities Agent: WI, WY, IN, ME, NC, RI, UT, WV, WA, VT, VA, TX, TN, SC, PA, OR, OH, NY, NV, NJ, NH, MT, MN, MI, MD, MA, KS, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 2561585
NMLS#: 2561585
About Danielle Renzo
Danielle is a Wealth Management Associate in the Private Wealth Management (PWM) Division at Morgan Stanley. She graduated from Pace University, cum laude, in 2002 with a BA in Business Management. She joined Morgan Stanley in 2004 in the PWM Client Reporting division managing the Client/Performance reporting team, and became a Sales Associate in PWM in 2010. Currently, Danielle focuses on client service, reporting analysis, and trading for our team. She holds Series 7 and 66 registrations. Danielle lives in Westchester County with her husband and two children. She enjoys reading, traveling and spending time with her family.
About Shannon Daine
Shannon joined Morgan Stanley Wealth Management in 2021 as a Client Service Associate. After obtaining her Series 7 and Series 66 licenses, she became a Registered Client Service Associate in 2022. Prior to joining Morgan Stanley, she began her career in the financial services industry with Ameriprise Financial as a Client Services Manager.
Shannon graduated from Villanova University in 2021 with a B.A. in Political Science, as well as minors in Business and Spanish. She currently lives in Stamford, CT, and enjoys traveling and spending time with family and friends.
Shannon graduated from Villanova University in 2021 with a B.A. in Political Science, as well as minors in Business and Spanish. She currently lives in Stamford, CT, and enjoys traveling and spending time with family and friends.
Contact Andrew L Cushman
Contact William Curry
Contact Carl Higbie
Contact Nina Daugherty
Wealth Management
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Cushman, Curry, Higbie, Daugherty Group today.
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
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)
