James Moye
Managing Director, Private Wealth Advisor
Morgan Stanley Private Wealth Management
The Finnegan Moye Schatz McLaughlin Boyle Group
Our Mission Statement
Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.
Welcome
As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- 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, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Philosophy
We provide comprehensive wealth management strategies to individuals and families who control significant pools of wealth. Our team focuses on addressing clients’ needs via a solutions-driven approach and intensive personal service leveraged through the global resources of a world-class investment bank. We provide you with:
• Sophisticated wealth analysis and structuring
• Comprehensive global investment and financial services platform
• Intensive personal service and access
• Sophisticated wealth analysis and structuring
• Comprehensive global investment and financial services platform
• Intensive personal service and access
Recognition
Team ranked #138 on Barron's Top 250 Private Wealth Management Teams for 2024.
Team ranked #50 on Forbes Best-in-State Wealth Management Teams (New York) for 2023.
Team members ranked in Barron’s magazine’s “ Top 1200 Financial Advisors” list
o 2020: Terence Markey #9, Connecticut
o 2019: Terence Markey #10, Connecticut
o 2018: Terence Markey #9 Connecticut
o 2017: Eugene Schatz #101, New York State
o 2017: Terence Markey #6, Connecticut
o 2016: Eugene Schatz #70, New York State
o 2016: Terence Markey #67, New York State
o 2015: Eugene Schatz #77, New York State
o 2015: Terence Markey #72, New York State
o 2014: Eugene Schatz #73, New York State
o 2014: Terence Markey #76, New York State
2014-2020 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2020). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023.
Team ranked #50 on Forbes Best-in-State Wealth Management Teams (New York) for 2023.
Team members ranked in Barron’s magazine’s “ Top 1200 Financial Advisors” list
o 2020: Terence Markey #9, Connecticut
o 2019: Terence Markey #10, Connecticut
o 2018: Terence Markey #9 Connecticut
o 2017: Eugene Schatz #101, New York State
o 2017: Terence Markey #6, Connecticut
o 2016: Eugene Schatz #70, New York State
o 2016: Terence Markey #67, New York State
o 2015: Eugene Schatz #77, New York State
o 2015: Terence Markey #72, New York State
o 2014: Eugene Schatz #73, New York State
o 2014: Terence Markey #76, New York State
2014-2020 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2020). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023.
Location
1585 Broadway, 21st
Fl
New York, NY 10036
US
Direct:
(212) 761-4000(212) 761-4000
Meet The Finnegan Moye Schatz McLaughlin Boyle Group
Daniel Finnegan
Executive Director, Private Wealth Advisor
Tommy McLaughlin
First Vice President, Private Wealth Advisor
Phone:
(212) 761-3227(212) 761-3227
Shannon Boyle
First Vice President, Private Wealth Advisor
Phone:
(212) 761-3537(212) 761-3537
Thomas Finnegan
Senior Vice President, Private Wealth Advisor
Phone:
(212) 761-3256(212) 761-3256
Scott Herbst
Senior Vice President, Private Wealth Advisor
Phone:
(212) 761-2067(212) 761-2067
Catharine Tondreau
First Vice President, Group Director
Phone:
(212) 761-2983(212) 761-2983
Robert Price
First Vice President, Business Development Director
Phone:
(212) 761-3222(212) 761-3222
Lauren Gresia
PWM Registered Client Service Associate
Phone:
(212) 761-1265(212) 761-1265
Morgan Weisberg
PWM Client Service Associate
Phone:
(212) 761-5754(212) 761-5754
About James Moye
James Moye
Managing Director
Private Wealth Advisor
Jim has spent over 40 years as a Financial Advisor providing exceptional service to individuals, families, foundations and endowments. He began his career at Dean Witter in 1981 before joining Morgan Stanley Private Wealth Management in 1989. As the senior advisor on the team, Jim is deeply involved in all aspects of the business. His areas of focus include equity research, asset allocation, portfolio construction, opportunistic investing and risk management.
Jim received a B.S. in Accounting from The Catholic University of America in 1979. He currently serves on the Board of Horizons at Sacred Heart University. He is a former trustee of Catholic University and served on the Boards of Lauralton Hall and the Wakeman Boys & Girls Club.
Jim and his wife, Jeannie, have been married for 38 years and reside in Fairfield, Connecticut.
Managing Director
Private Wealth Advisor
Jim has spent over 40 years as a Financial Advisor providing exceptional service to individuals, families, foundations and endowments. He began his career at Dean Witter in 1981 before joining Morgan Stanley Private Wealth Management in 1989. As the senior advisor on the team, Jim is deeply involved in all aspects of the business. His areas of focus include equity research, asset allocation, portfolio construction, opportunistic investing and risk management.
Jim received a B.S. in Accounting from The Catholic University of America in 1979. He currently serves on the Board of Horizons at Sacred Heart University. He is a former trustee of Catholic University and served on the Boards of Lauralton Hall and the Wakeman Boys & Girls Club.
Jim and his wife, Jeannie, have been married for 38 years and reside in Fairfield, Connecticut.
Securities Agent: CT, WI, PA, NJ, HI, ME, TX, TN, NH, OR, NY, MI, DC, AZ, IL, WA, UT, SC, MA, DE, CO, OK, NV, NC, MT, MN, GA, FL, CA, VT, OH, ID, WV, VA, NE, MO, MD, KY, WY, RI, NM, LA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1418895
NMLS#: 1418895
About Eugene Schatz
Eugene Schatz
Managing Director
Private Wealth Advisor
Gene joined Private Wealth Management in 2002. Prior to joining Morgan Stanley, he worked at RREEF Funds and Nomura Asset Management Corporation in their Real Estate Investment Banking Divisions. He and his team provide customized wealth management solutions, portfolio management, asset allocation, risk management and opportunistic investing to a select group of individuals, families, foundations and endowments.
Gene was named one of Barron’s “Top 1200 Advisors” from 2014 through 2017 and is a member of the Morgan Stanley Chairman’s Club.
Gene has served on the Board of the Columbia Alumni Association and is currently on the Columbia Basketball Advisory Committee. In addition, he has served on the Board of ADS Dreams Come True and Project Rebirth.
Gene earned a B.A. in Economics and English from Columbia College in 1979.
In his spare time, Gene enjoys playing golf and coaching basketball.
2014-2017 Barron's Top 1,200 Financial Advisors: State-by-State(formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2017). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Managing Director
Private Wealth Advisor
Gene joined Private Wealth Management in 2002. Prior to joining Morgan Stanley, he worked at RREEF Funds and Nomura Asset Management Corporation in their Real Estate Investment Banking Divisions. He and his team provide customized wealth management solutions, portfolio management, asset allocation, risk management and opportunistic investing to a select group of individuals, families, foundations and endowments.
Gene was named one of Barron’s “Top 1200 Advisors” from 2014 through 2017 and is a member of the Morgan Stanley Chairman’s Club.
Gene has served on the Board of the Columbia Alumni Association and is currently on the Columbia Basketball Advisory Committee. In addition, he has served on the Board of ADS Dreams Come True and Project Rebirth.
Gene earned a B.A. in Economics and English from Columbia College in 1979.
In his spare time, Gene enjoys playing golf and coaching basketball.
2014-2017 Barron's Top 1,200 Financial Advisors: State-by-State(formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2017). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Securities Agent: NY, ME, SC, RI, NV, MA, CT, AZ, VA, TN, NJ, TX, OH, DE, MO, KY, UT, PA, NE, MD, IL, ID, CO, VT, MN, FL, WA, NC, LA, HI, CA, OK, NM, MI, GA, WY, WV, WI, OR, NH, MT, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1285074
NMLS#: 1285074
About Daniel Finnegan
Daniel Finnegan
Executive Director
Private Wealth Advisor
Dan joined Morgan Stanley Private Wealth Management in 1985. Prior to joining the firm, he was sole proprietor of Daniel Finnegan & Co. from 1974 to 1985. In this role, he managed discretionary investment portfolios for individuals, families and charitable foundations.
Dan has served on the Board of Regents at Catholic University as well as the Villanova University School of Nursing and established a Finnegan Scholarship Fund at both schools. In addition, he served as a member of the Archdiocese Financial Committee and was an original member of the Saddle River Educational Foundation. He has also served as an advisor to numerous charitable organizations.
Dan holds a B.A. from the Catholic University of America.
He and his wife have three daughters and nine grandchildren.
Executive Director
Private Wealth Advisor
Dan joined Morgan Stanley Private Wealth Management in 1985. Prior to joining the firm, he was sole proprietor of Daniel Finnegan & Co. from 1974 to 1985. In this role, he managed discretionary investment portfolios for individuals, families and charitable foundations.
Dan has served on the Board of Regents at Catholic University as well as the Villanova University School of Nursing and established a Finnegan Scholarship Fund at both schools. In addition, he served as a member of the Archdiocese Financial Committee and was an original member of the Saddle River Educational Foundation. He has also served as an advisor to numerous charitable organizations.
Dan holds a B.A. from the Catholic University of America.
He and his wife have three daughters and nine grandchildren.
Securities Agent: KY, FL, CA, ME, UT, MO, MI, MA, WV, TX, TN, NH, AZ, VA, RI, OK, CO, WA, OR, NY, ID, HI, GA, NC, IL, NE, MN, MD, NJ, LA, SC, DC, CT, WY, PA, OH, NV, MT, DE, WI, VT, NM; General Securities Representative; Investment Advisor Representative
About Tommy McLaughlin
Tommy McLaughlin
Private Wealth Advisor
Tommy joined Private Wealth Management in 2006. He develops customized investment solutions for a select group of affluent individuals, families, foundations and endowments. He focuses on asset allocation, portfolio construction, multigenerational wealth planning and new business development.
Tommy was recognized by Forbes Magazine as one of “America’s Top Next-Generation Wealth Advisors” on their inaugural list in 2017 and again in 2018.
Tommy is actively involved with several non-profit organizations and currently serves on the Emerging Leaders Council at New Heights Youth, Inc.
Tommy graduated from Princeton University with an A.B. in Economics in 2006. He resides in Larchmont, NY with his wife and two sons.
2017-2018 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2018). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Private Wealth Advisor
Tommy joined Private Wealth Management in 2006. He develops customized investment solutions for a select group of affluent individuals, families, foundations and endowments. He focuses on asset allocation, portfolio construction, multigenerational wealth planning and new business development.
Tommy was recognized by Forbes Magazine as one of “America’s Top Next-Generation Wealth Advisors” on their inaugural list in 2017 and again in 2018.
Tommy is actively involved with several non-profit organizations and currently serves on the Emerging Leaders Council at New Heights Youth, Inc.
Tommy graduated from Princeton University with an A.B. in Economics in 2006. He resides in Larchmont, NY with his wife and two sons.
2017-2018 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2018). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Securities Agent: RI, DE, WV, VT, NY, MA, NV, NJ, MO, LA, AZ, WY, SC, PA, IL, IA, DC, CA, WI, TN, OR, MN, MD, HI, WA, MT, CO, OK, NE, ID, FL, OH, NH, GA, CT, ME, VA, UT, TX, NC, MI, KY, NM, KS; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1364416
NMLS#: 1364416
About Shannon Boyle
Shannon Boyle
Private Wealth Advisor
Shannon joined Morgan Stanley Private Wealth Management in 2007. She focuses on developing comprehensive wealth management strategies for high net worth individuals, families, foundations and endowments. Her responsibilities include asset allocation, multigenerational wealth planning, and new business development. Shannon earned the designation of Family Wealth Director in 2019. Prior to being promoted to Private Wealth Advisor, Shannon worked with the team’s clients to implement tailored financial solutions and helped manage the day-to-day operation of the business.
Shannon was recognized by Forbes Magazine as one of “America’s Top Next-Generation Wealth Advisors” on their inaugural list in 2017 and 2018.
Shannon earned a B.S. in Business Administration from Kenan-Flagler Business School at the University of North Carolina at Chapel Hill in 2007 and an MBA with a specialization in Finance from New York University Stern School of Business in 2016. She serves on the Board of Directors of the Women's Metropolitan Golf Association and is a member of Morgan Stanley's Women in Wealth LIFT Council.
2017-2018 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (2017-2018). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Private Wealth Advisor
Shannon joined Morgan Stanley Private Wealth Management in 2007. She focuses on developing comprehensive wealth management strategies for high net worth individuals, families, foundations and endowments. Her responsibilities include asset allocation, multigenerational wealth planning, and new business development. Shannon earned the designation of Family Wealth Director in 2019. Prior to being promoted to Private Wealth Advisor, Shannon worked with the team’s clients to implement tailored financial solutions and helped manage the day-to-day operation of the business.
Shannon was recognized by Forbes Magazine as one of “America’s Top Next-Generation Wealth Advisors” on their inaugural list in 2017 and 2018.
Shannon earned a B.S. in Business Administration from Kenan-Flagler Business School at the University of North Carolina at Chapel Hill in 2007 and an MBA with a specialization in Finance from New York University Stern School of Business in 2016. She serves on the Board of Directors of the Women's Metropolitan Golf Association and is a member of Morgan Stanley's Women in Wealth LIFT Council.
2017-2018 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (2017-2018). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Securities Agent: DE, DC, VT, TN, OR, ID, GA, WV, MA, CT, IL, WY, VI, NY, NM, MN, HI, CA, WI, NH, KS, IA, FL, UT, TX, RI, MD, CO, NV, NJ, MO, MI, KY, AZ, ME, VA, PA, OK, MT, SC, NE, WA, OH, NC, LA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1472942
NMLS#: 1472942
About Thomas Finnegan
Thomas Finnegan
Vice President
Private Wealth Advisor
Thomas Finnegan joined Private Wealth Management in 2008. Prior to Morgan Stanley, he worked at Lehman Brothers Wealth Management from 2001-2008. Tom has extensive experience in Fixed Income having worked at Cantor Fitzgerald from 1988-2001 and KMS Corporate Bond Brokers from 1984-1988 in their Corporate / Government Fixed Income Departments. Tom provides institutions, small businesses and individuals with wealth management solutions tailored to fit their individual needs and focuses on stocks, bonds, mutual funds and managed money.
Tom is a graduate of The Catholic University of America in 1979 with a B.A. in Political Science American Government. He served as a Board Member of the Ho-Ho-Kus Education Foundation from 2001-2006. In addition, Tom has coached baseball, basketball and soccer in the Ho-Ho-Kus Saddle River Youth Recreation Sports League from 1996-2011.
Tom and his wife, Patty, have been married for 30 years and reside in New Jersey. They have four sons.
Vice President
Private Wealth Advisor
Thomas Finnegan joined Private Wealth Management in 2008. Prior to Morgan Stanley, he worked at Lehman Brothers Wealth Management from 2001-2008. Tom has extensive experience in Fixed Income having worked at Cantor Fitzgerald from 1988-2001 and KMS Corporate Bond Brokers from 1984-1988 in their Corporate / Government Fixed Income Departments. Tom provides institutions, small businesses and individuals with wealth management solutions tailored to fit their individual needs and focuses on stocks, bonds, mutual funds and managed money.
Tom is a graduate of The Catholic University of America in 1979 with a B.A. in Political Science American Government. He served as a Board Member of the Ho-Ho-Kus Education Foundation from 2001-2006. In addition, Tom has coached baseball, basketball and soccer in the Ho-Ho-Kus Saddle River Youth Recreation Sports League from 1996-2011.
Tom and his wife, Patty, have been married for 30 years and reside in New Jersey. They have four sons.
Securities Agent: NE, CA, WA, VT, PA, OK, ME, DC, HI, VA, OR, MT, MA, UT, NY, NJ, CT, AZ, NH, TX, KS, SC, OH, NC, MN, LA, TN, IL, NV, NM, MO, MI, MD, WY, GA, FL, DE, CO, RI; General Securities Representative; Investment Advisor Representative
About Scott Herbst
Scott joined Morgan Stanley Private Wealth Management in 2019. He develops comprehensive wealth management strategies for high net worth individuals, families, foundations and endowments. He focuses on asset allocation, portfolio construction, multigenerational wealth planning, and new business development. Prior to joining Morgan Stanley he spent six years at J.P. Morgan Private Bank as an Executive Director Client Advisor executing comprehensive wealth management strategies for high net worth individuals, families, foundations and endowments. Prior to that he started his career on the institutional side at Morgan Stanley covering clients in Equities and Fixed Income for eight years.
Scott received a Bachelor of Arts from Colgate University with a major in Studio Art and was captain of the Men’s Lacrosse team. He currently resides in New York City with his wife and two kids. In his spare time, Scott enjoys playing golf, fly fishing and surfing.
Scott received a Bachelor of Arts from Colgate University with a major in Studio Art and was captain of the Men’s Lacrosse team. He currently resides in New York City with his wife and two kids. In his spare time, Scott enjoys playing golf, fly fishing and surfing.
Securities Agent: NJ, FL, WI, TX, SD, NH, MD, DE, CT, VA, UT, PA, KY, IA, AZ, RI, IL, TN, NY, NV, MI, VT, NE, MN, LA, HI, NC, GA, DC, ME, NM, KS, ID, WV, WA, OR, OK, MT, CO, WY, SC, MO, CA, OH, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1039125
NMLS#: 1039125
About Catharine Tondreau
Catharine joined Morgan Stanley Private Wealth Management in 2012. She began her career as an auditor at Ernst & Young in 2008 before joining Morgan Stanley in 2010 as a Controller in the Fixed Income Division. As Group Director, Catharine focuses on team coordination in all aspects of the business.
Catharine graduated cum laude with a BS in Accounting from Bucknell University in 2008. She received her MBA with a concentration in Finance from New York University Stern School of Business in 2014. In addition, she is a licensed CPA in New York State (non-practicing at Morgan Stanley). Catharine is Series 7 and 66 registered.
Catharine graduated cum laude with a BS in Accounting from Bucknell University in 2008. She received her MBA with a concentration in Finance from New York University Stern School of Business in 2014. In addition, she is a licensed CPA in New York State (non-practicing at Morgan Stanley). Catharine is Series 7 and 66 registered.
About Robert Price
Rob provides a broad range of essential support services to clients and handles account opening, trade execution, subscription documents, cash flow management, reporting and a host of other administrative inquiries. He is Series 7 & 66 registered.
Robert began his career at the New York Stock Exchange where he worked for 3 years before joining Morgan Stanley Private Wealth Management in 2008. He has been with the team for 13 years. Robert earned a BS in Finance from Southern Methodist University in 2005.
Robert began his career at the New York Stock Exchange where he worked for 3 years before joining Morgan Stanley Private Wealth Management in 2008. He has been with the team for 13 years. Robert earned a BS in Finance from Southern Methodist University in 2005.
About Lauren Gresia
Lauren joined Morgan Stanley Private Wealth Management in 2023. Prior to Morgan Stanley, she worked in Corporate Treasury & Trade Solutions at Citi. She provides a broad range of essential support services to clients and handles asset allocation, account opening, cash flow management and performance reporting.
Lauren graduated from Villanova University in 2021 with a degree in Economics. She received a Masters in Global Finance from the Fordham Gabelli School of Business in 2022. Lauren is Series 7 and 66 registered.
Lauren graduated from Villanova University in 2021 with a degree in Economics. She received a Masters in Global Finance from the Fordham Gabelli School of Business in 2022. Lauren is Series 7 and 66 registered.
About Morgan Weisberg
Morgan joined Morgan Stanley Private Wealth Management in 2025. Prior to Morgan Stanley, he interned in sectors of financial planning, equity research and portfolio analysis. He provides a broad range of essential support services to clients and handles account opening and cash flow management.
Morgan graduated from Indiana University’s Kelley School of Business in 2024 with a degree in Finance. He currently holds his SIE and is studying for the Series 7 and 66.
Morgan graduated from Indiana University’s Kelley School of Business in 2024 with a degree in Finance. He currently holds his SIE and is studying for the Series 7 and 66.
Contact James Moye
Contact Eugene Schatz
Contact Daniel Finnegan
Contact Tommy McLaughlin
Contact Shannon Boyle
Contact Thomas Finnegan
Contact Scott Herbst
Wealth Management
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Portfolio Insights
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
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- Lifestyle Advisory
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Funding Climate Action: Pathways for Philanthropy
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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.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
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Awards Disclosures
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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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
Awards Disclosures
CRC 6295606 (3/2024)
