Our Story and Services

The Finnegan Group oversees the financial needs of a select group of ultra-high net worth families, their businesses and philanthropic enterprises so they can focus on the priorities and values that guide their lives.  Our holistic approach is grounded in investment strategy but encompasses virtually every aspect of financial life, including the planning process, asset allocation, liability & risk management, trust and estate structures, and even family dynamics and lifestyle management.

We are here to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for future generations. While achieving financial growth is the ultimate measure of our success, we are equally interested in the profound impact that wealth can provide as a legacy for our clients, their families, and the causes they support.

The Finnegan Group is honored by the confidence our clients place in our ability to exceed their expectations.
Services Include
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management
  • Manager Selection
  • Risk Management
  • Hedging Strategies
  • Consolidated Reporting
  • Retirement & Pension Plans
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Clients

Our clients are a dynamic group who share Patrick Finnegan’s enthusiasm and commitment to philanthropy.  They include ultra-high net worth individuals, their families, foundations and non-profit institutions.  Hardworking and entrepreneurial by nature, whether self-made or the recipients of prior generations’ legacies, our clients are vested in seeing their legacy grow to impact their families and the causes they support.

In addition to the strong bonds we share with our clients, we maintain relationships with their CPA’s, attorneys and other professionals to ensure they are well-served with a holistic and comprehensive approach.

Our clients’ priorities are the foundation of our relationships.  We embrace them and harness our expertise to the vast resources of our global financial services firm to recommend meaningful financial solutions and opportunities. You and your goals are at the center of all we do.

    Philosophy

    We draw on Morgan Stanley’s abundant professional resources to partner with product and subject matter specialists who provide the deepest level of expertise.   This includes the scope of our global platform for investment research and manager selection, consultation on trust and estate matters, specialized lending and liability management, as well as charitable giving and other philanthropic pursuits.

    We demonstrate a steadfast commitment to trust, respect, clarity and communication which is integral to our work.  Success can only be realized if clients are confident that we understand their most complex financial circumstances and formulate a clear path to achieving their goals.

    Whether introducing a new offering, cultivating the next generation through legacy and family wealth planning, or looking at options for social impact, the best interests of our clients are first and foremost.

      Location

      1585 Broadway, 21st
      Fl
      New York, NY 10036
      US
      Direct:
      (212) 761-2672(212) 761-2672

      Meet The Finnegan Group

      About Me

      Patrick Finnegan joined Morgan Stanley Private Wealth Management in 1989. Pat heads The Finnegan Group whose clients include ultra-high net worth individuals, family offices and foundations.

      In his advisory role, Patrick serves as intermediary between his clients’ diverse needs and the expansive solution sets Morgan Stanley offers its high net worth investors.  Advising the firm’s wealthiest clients for over 25 years, Pat has developed a keen understanding of the complex needs of affluent investors as well as non-profit organizations and frames a unique solution for each client.  Combining portfolio expertise through virtually every investment environment with a deep concern for the client’s best interest, the Finnegan Group offers an exceptional experience to those who have entrusted Patrick and his team with the privilege and responsibility of managing their investments.

      Pat is extremely committed to his family and community, and regularly donates his time and resources to religious institutions, hospitals and health care organizations he supports.  Prior to joining Private Wealth Management, Pat’s entrepreneurial spirit led him to found a successful restaurant in New Jersey in 1980.  Sold several years ago, it continues to flourish under new ownership.  Pat served on the board of directors of Bergen Catholic High School for nine years, as chairman for three of them.  He also served on the Investment Advisory Board for The Christian Brothers Institute for four years.  Pat received an athletic scholarship and his B.A. in business from Saint Peter’s University.
      Securities Agent: TX, TN, NY, NJ, NC, MN, IL, FL, DE, CT, CO, CA, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative

      About Me

      Andrea Scola joined Morgan Stanley in 2000. Previously, she was an associate financial consultant with Merrill Lynch and possesses wide-ranging experience through several prior positions held in financial services and private industry during her career.In her role with The Finnegan Group, Andrea serves as relationship manager and oversees day-to-day client services.  Longstanding clients depend on her for a variety of matters concerning their portfolios, investment managers, trading and account maintenance.  Andrea also works closely with their tax attorneys and other outside advisors to provide the holistic and comprehensive care that is the hallmark of the team.Andrea has a B.A. in art history from New York University and attended NYU Institute of Fine Arts.  Devoted to her philanthropic endeavors she serves as a volunteer with the Metropolitan Museum of Art for the past 15 years.  She spent eight years as a volunteer at the Morgan Stanley Children's Hospital where she provided animal-assisted therapy, among other similar volunteer pursuits.  Andrea also enjoys travel, fine dining and spending time with family.
      Investment and Market Perspectives

      On the Markets

      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.
      Art as An Asset
      CRC 2274738 01/19

      Art as An Asset

      Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

      Managing Significant Wealth

      • Investment Management
      • Wealth Transfer & Philanthropy
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      • Family Governance & Wealth Education
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      Ready to start a conversation? Contact The Finnegan Group today.
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      CRC 2019752 10/2018