Our Story

As the Denver team of Morgan Stanley Private Wealth Management, we work with a select clientele of affluent families and institutions from across the mountain states and beyond. Our clients are dynamic people who have built and led successful enterprises and created significant wealth in the process. Our goal is to help them create, implement and maintain highly customized investment strategies to protect their assets, support their lifestyles and leave enduring legacies.

Our team consists of two partners and five analysts. We combine our individual talents into a cohesive team focused on your success. Drawing upon our own experience and the vast global resources of Morgan Stanley, we deliver comprehensive wealth management capabilities, provide an exceptional level of service and dedicate ourselves to helping you achieve your goals.

We focus exclusively on a small number of families with significant financial resources, so we can provide each with the highest levels of service.
We follow a discipline approach to investing focusing on quality, liquidity, transparency and year-over-year cash flow growth.
For over 20 years, we have helped successful entrepreneurs and executives create tax-efficient strategies to manage concentrated equity positions and low basis securities, and transfer wealth to younger generations.
Capabilities
  • Comprehensive Wealth Planning
  • Investment Management
  • Proprietary Investment Opportunities
  • Risk Management
  • Philanthropy Management
  • Pre-Liquidity Planning
  • Hedging Strategies
  • Consolidated Reporting
  • Manager Selection
  • Family Governance & Wealth Education
  • Open-Architecture Platform
  • 10b5-(1) Programs
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 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • 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 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

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.

Clients

  • We work with a small number of successful individuals, families and a select group of institutional clients.

    Many executives and entrepreneurs we work with have created significant wealth in Colorado’s leading industries:

    - Energy & Natural Resources
    - Real Estate
    - Telecommunications
    - Media and Technology

    Other families live further away, or have found other pathways to success. They are all intelligent, sophisticated people who have high demands of their key advisors. Many have unique and intensive financial, wealth planning, and trust & estate needs. They appreciate candor, competence and attention to detail. They look to us for an experienced perspective, world-class resources and honest, forthright advice.

    We understand that our success is wholly dependent on every clients’ trust and satisfaction, and have dedicated ourselves to helping each of our clients succeed on their own terms.

Location

1550 Market St
Suite 600
Denver, CO 80202
US
Direct:
(303) 595-2105(303) 595-2105

Meet The Fowler Bull Group

Photo of Jake Klopp

Jake Klopp

Associate

About Me

Shawn’s focus is developing tax-efficient global portfolios targeting long-term capital appreciation for wealthy individuals and family groups. Shawn serves as the Chief Investment Officer for our clients.

Background

Shawn is a native of San Antonio, Texas. He attended Metropolitan State College in Denver, Colorado and graduated with a Bachelor of Science in 1991. From 1991 to 2001, Shawn worked for RAF Financial Corporation specializing in institutional fixed income and bank risk analytics. In 2001, Shawn joined Morgan Stanley as a wealth advisor. He completed the Senior Financial Advisor Program at the Wharton School of Business at the University of Pennsylvania in 2003. Shawn was recognized as one of Colorado’s top ranked advisors by the Research Magazine (2005) and as one of Colorado’s Top 10 Wealth Advisors (2006 and 2007) by the Denver Business Journal. Shawn has been recognized by Barron’s magazine state-by-state ranking of America’s top financial 1,000 advisors annually since 2009, and was recently ranked #1 in Colorado for a second year running. Shawn is a member of the University of Colorado – Denver Business School Development Board. Shawn lives with his wife and daughter in Denver, Colorado.

Shawn.Fowler@morganstanleypwm.com
303-446-3306
Securities Agent: TX, CO, WY, WI, WA, VA, UT, TN, SD, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CA, AZ, AR, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1370983

About Me

Max’s primary focus is on alternative investment solutions, concentrated stock strategies and lending solutions, and he orchestrates the team’s business development efforts.

Background

Max Bull develops customized investment management and wealth planning solutions for entrepreneurs, corporate executives, professional athletes, and families with substantial assets. Originally from Faribault, Minnesota, Max graduated from the University of Denver with a BS in finance. Max was a national CoSIDA academic award winner and co-captain of the 2003-04 NCAA national championship hockey team. While in college, he interned with Shawn Fowler, and joined the firm after graduating. He earned membership in the Firm’s prestigious President’s Club in 2016. Max was named to On Wall Street Magazine’s listing of “Top 40 Advisors Under 40” nationally in 2017 and 2018 and recognized in Forbes Magazine’s inaugural list of “America’s Top Next Generation Wealth Advisors”. Additionally, he was named and recognized in Barron's as a Top Advisor in 2017. Max is a member of the University of Denver Student Development Committee and Daniels College of Business Alumni Advisory Board. He is an avid supporter of Shattuck-St. Mary’s School, DAWG Nation Hockey Foundation and Stupid Cancer. Max resides in Denver with his wife, Kea, and son, Gunnar.

Maxwell.Bull@morganstanleypwm.com
303-595-2105
Securities Agent: TX, CO, WY, WI, WA, VA, UT, TN, SD, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MO, MN, MI, ME, MD, MA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CA, AZ, AR, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1370413

About Me

Colleen Gawey joined the team in 2013 after graduating from the University of Colorado at Boulder’s Leeds School of Business in 2012 with a BS in Finance and a minor in German. Colleen works closely with Shawn Fowler & Max Bull to create highly customized investment solutions for our clients. Her focus includes assisting with business development and portfolio management spanning all asset classes including equities, fixed income, and alternative investments. She works directly with Shawn and Max to help solve our clients’ most complex matters including pre-liquidity planning, 10b5-1 plans, lending solutions, and special situations investing. Colleen is series 7 & 66 registered with FINRA. Originally from Tulsa, Oklahoma, Colleen has lived in Colorado since 2008 and enjoys cycling, skiing, & hiking in her free time.

About Me

A member of the team since 2016, Vanessa VandeBurgt works to create an outstanding service experience for the team’s clients. Vanessa serves as an operations manager, responsible for a broad range of ongoing client service and operational efforts. Vanessa received her B.B.A. in finance from Baylor University, where she was also a member of the Bears’ softball team. She is Series 7 & 66 registered with FINRA.

About Me

Matthew Connell joined the team in 2017, after graduating from the University of Denver, where he studied Finance and Psychology. Matthew primarily focuses on current client allocations. He is Series 7 & 66 registered with FINRA. Originally from Chicago Illinois, Matthew has lived in Colorado since 2013. He enjoys golfing, snowboarding, rock climbing, and scuba diving.

About Me

Hamilton Connors joined the Fowler Bull Group in 2018, after graduating from the University of Denver, where he studied Finance and Art History. Hamilton primarily focuses on current client allocations, alternative investment solutions, and holds both his Series 7 and Series 66 licenses. Originally from Denver, Hamilton enjoys skiing, traveling, soccer, and basketball.

About Me

Jake joined the Fowler Bull Group in 2018. He graduated from the College of Charleston in South Carolina with degrees in Business Administration and Hospitality Management. Jake primarily focuses on current client allocations and new business development. In his free time, Jake enjoys fly fishing, playing ice hockey and is the best skier on the mountain.
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
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Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

Insights and Outcomes

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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.

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Market Information Delayed 20 Minutes
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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

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