Who We Are

The Morgan Stanley Corporate Treasury Investment Services group specializes in servicing the unique investment needs of corporations. Our singular focus on the corporate balance sheet together with our more than 85 years of combined investment experience provides a foundation for a deep understanding of what is important to you.  We strive to deliver customized short-duration fixed income solutions focused on preservation of principal, liquidity and income.

Our clients range from Fortune 100 corporations to pre-IPO growth companies. We work with public and private companies, with both domestic and international footprints across most sectors, including technology, healthcare, retail and industrials. Over time, we form important relationships, effectively becoming an extension of your treasury team.
Services Include
  • Corporate Cash Management
  • Asset Management1
  • Institutional Services
  • Fixed Income2
  • Corporate Bonds3
  • Certificates of Deposit4
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our clients’ goals of principal safety, liquidity and competitive income are always at the forefront. Our emphasis on service helps us to stand out among our peers. What’s more, our customized approach helps your investment program stay tailored to your precise needs and specifications with an emphasis on compliance. We build conservative, customized investment programs that conform to client investment guidelines and specific liquidity needs.
  • Principal Protection
    The goal of principal preservation is paramount. We recognize client sensitivity, given the impact to the company’s income statement
  • Liquidity
    Because a corporation’s cash needs are ever changing, we help convert investments to cash, providing liquidity to clients when needed
  • Income
    As we are deeply imbedded in the short-term securities markets, we can provide strategic and opportunistic solutions for balance sheet cash, generating needed interest income
We build conservative, customized investment programs that conform to client investment guidelines and specific liquidity needs.
  • Guidelines
    We begin with the corporations' investment policy statement and specific requirements of the corporate treasury team. All portfolios are bespoke.
  • Liquidity
    Our methodology incorporates clients' specific liquidity needs to guide decisions around tenor and weighted average maturity of the portfolio. As liquidity needs evolve, we will adjust to accommodate.
  • Research
    We utilize Morgan Stanley research as well as Bloomberg, Credits Sights, and the major rating agencies including S&P, Moody's and Fitch among other sources.
  • Portfolio Modeling and Implementation
    We take a proactive approach that incorporates our views on credit and interest rates when modeling your customized portfolio.
  • Communication
    The team is always accessible and readily available as we strive to provide transparency. Our clients typically schedule quarterly portfolio reviews. The team monitors compliance, market and credit matters on an ongoing basis and communicates accordingly.

Location

125 High Street, 24th
Floor
Boston, MA 02110
US
Direct:
(617) 478-6531(617) 478-6531

Meet The Finnegan Team

About Me

LOCATION: BOSTON

Mark is the senior member of an Investment Advisory team that focuses on Corporate Treasury Investment Solutions. He is a Corporate Cash Director within a select group of Financial Advisors at Morgan Stanley approved to cover Corporations for Cash Investing. Mark works exclusively with these corporations to create customized portfolios based on the Clients Investment Policy Statement and specific liquidity requirements. For more than 30 years, he has focused on fixed income and spent most of his career working with corporations to achieve their investment objectives.  Mark joined Morgan Stanley in September 2015 from the Barclays Wealth Investment Management Division. He began his fixed income career at Lehman Brothers in January of 1984 where he worked in New York holding various trading and product management positions within the Money Markets, Governments, High Grade Credits, and Municipal Bond Departments spanning ten years. In 1994 Mark left New York to join the Lehman Brothers Boston Fixed Income Institutional Client Group with a focus on Corporate Treasury. BA, Connecticut College, 1983. FINRA Series 7, 63, and 65 registered.
Securities Agent: TX, PA, WA, VT, VA, UT, RI, OH, NY, NV, NJ, NH, NC, MN, MI, ME, MD, MA, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1832950

About Me

LOCATION: NEW YORK

Jamie is the lead relationship manager for the Corporate Treasury Services team. Jamie joined Morgan Stanley in September 2015 from the Barclays Wealth Investment Management Division. He previously worked at Barclays for the Short Duration Fixed Income team starting in September 2008 following the acquisition of Lehman Brothers Private Investment Management business. He has 15 years experience in financial services, including three years in Lehman’s Institutional Repo Derivatives Margin Group where he was responsible for margining Institutional Client’s Repurchase Agreements, Credit Derivatives, Emerging Market Options, and Forward trades. In addition, Jamie worked for three years with Lehman’s Equity Soft-Dollar & Plan Sponsor team in New York. He has been working with Mark Finnegan since 2005 and is a senior relationship manager. BS, Mount Saint Mary’s University, 1999. FINRA Series 7, 63 and 66 registered.
Securities Agent: TX, NJ, WV, WA, VT, VA, UT, SD, SC, RI, PA, OH, NY, NV, NH, NC, MS, MN, MI, ME, MD, MA, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1451620

About Me

LOCATION: BOSTON

Josh manages the credit evaluation, portfolio construction/execution and reporting for the Corporate Treasury Services team. Josh joined Morgan Stanley in September 2015 from the Barclays Wealth Investment Management Division. He previously worked at Barclays starting in September 2008 following the acquisition of Lehman Brothers Private Investment Management business. He began his career at Lehman Brothers in April 2003 working within the Client Reporting Group in New York. Josh managed a team whose responsibility was to design, create, and implement financial reporting for the Short Duration Fixed Income team. He joined the Short Duration Fixed Income team in 2010. BS, Binghamton University, 2001. Josh holds the Chartered Financial Analyst designation. FINRA series 7, 63, and 66 registered.
Securities Agent: TX, PA, WA, VT, VA, UT, RI, OH, NY, NV, NJ, NH, NC, MN, MI, ME, MD, MA, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative

About Me

LOCATION: SAN FRANCISCO

Chris leads the business development and relationship management effort for the team in the Western US. Chris joined Morgan Stanley in September 2015 from the Barclays Wealth Investment Management Division.  He previously worked at Barclays for the Short Duration Fixed Income team starting in September 2008 following the acquisition of Lehman Brothers Private Investment Management business. He has 16 years of experience working with corporate treasury, including 6 years previously at Morgan Stanley where he was responsible for separately managed portfolio construction, analytics, and reporting.  BA Carroll College (Helena, MT) 1999.  Chris holds the CFA designation and serves on the CFA Society of San Francisco Board of Directors.  FINRA Series 7, 63, and 65 registered.
Securities Agent: TX, CA, WA, VA, UT, OR, OH, NY, MA, IL, FL, CT, CO; General Securities Representative; Investment Advisor Representative

About Me

LOCATION: BOSTON
Christine is a junior relationship manager who assists in trade settlement, portfolio reconciliation and reporting. Christine joined Morgan Stanley in September 2015 from the Barclays Wealth Investment Management Division. She previously worked at Barclays starting in July 2011 for the Short Duration Fixed Income team as an associate. Christine started her career at State Street in June 2008 working for the Global Treasury group as an intern, and returned in June 2010 as a full-time Global Treasury compliance analyst. Her responsibilities included assisting in build out and maintenance of the controls and testing plan for the firm. BA Villanova University, 2010. FINRA Series 7, 63 and 66 registered.

About Me

LOCATION: BOSTON
John joined Morgan Stanley in September 2015 from Barclays Wealth Investment Management Division. John is a main contact for day to day operational tasks, money movements, and client requests. He previously worked at Barclays starting in August 2013 for the Short Duration Fixed Income team as an associate. Before Barclays, John started his career at State Street Bank in 2012 as a Custody Specialist where he was on a Reconciliation Team. BA Connecticut College, 2012. FINRA Series 7 and 66 registered.
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1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

4CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

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