The Greenfield Team

Jim Greenfield is a Managing Director within the Private Wealth Management division at Morgan Stanley. Jim has over 24 years of experience in financial planning and investment management for entrepreneurs, executive, family offices and their related foundations. Jim and his team focus on providing a personalized approach to develop customized wealth management solutions. His team takes great pride in delivering exceptional client service to help clients understand and achieve their goals.  

Jim joined Morgan Stanley in 2002 and distinguished himself early in his tenure at the firm as a Senior Investment Management Consultant and Senior Advisor, Private Wealth Management. These designations reflect Jim’s devotion to and experience in providing sophisticated wealth management solutions. Jim also earned his Certified Investment Management Analyst certification at the Wharton School of the University of Pennsylvania. Jim has been recognized by Barron’s Magazine as a Top Advisor in the country.

Before joining Morgan Stanley, Jim was a managing director at Robertson Stephens (1999-2002) and Montgomery Securities (1993-1999) in San Francisco, where he provided financial planning for numerous entrepreneurs and company founders. Jim began his career at Arthur Andersen & Co. in San Francisco, where he specialized in financial planning and tax consulting for wealthy individuals and families. 

Jim received his MBA from the University of California, Berkeley, in 1993 with an emphasis in finance and investments.  

Jim and his wife, Lisel, live in Orinda, California, and have been married since 1989. They have four children: Michael, Christopher, Patrick and Lauren. For the past 15 years, Jim has been coaching youth basketball in his local community. 

CA Insurance License # 0E08280

2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 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 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

As a Private Wealth Advisor, Jon Greenfield focuses on providing sound financial planning, customized investment management and wealth preservation strategies, and estate and tax planning strategies for highly successful individuals and their families. His experience extends from founders of startup companies to executives of public companies. In all cases, his goal is to provide sound advice to enable clients to meet their lifelong goals by utilizing our distinctive private wealth management and family office services.

Jon joined the San Francisco office of Morgan Stanley Private Wealth Management* in 2004, after serving as director of investments for five years at Banc of America Securities in San Francisco. Immediately after joining the firm, he earned the prestigious designation of Senior Investment Management Consultant, acknowledging his dedication to providing the highest quality wealth management solutions to his clients. In 2011, Jon moved to Morgan Stanley’s Denver office.

Jon received his MBA from the University of California, Berkeley, in 1999 with an emphasis in finance and investments. He began his career at Arthur Andersen in Denver, Colorado, where he provided various value-added services to emerging technology companies and service organizations.

Jon and his wife, Monica, live in Centennial, Colorado, with their three children:  Matthew, Katie and Ryan. Jon is actively involved in his children’s education and extracurricular activities.  He is also a volunteer board member and coach for his son’s adaptive baseball league, Miracle League of Denver, which provides an opportunity for young athletes with various developmental disabilities to play the sport.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

 

CO Insurance License # 381381

CA Insurance License # 0G05243

Barrett Richter joined the Greenfield Team at Morgan Stanley Private Wealth Management in April 2004 and focuses on the full spectrum of complex wealth issues that impact ultra-high-net-worth individuals, families, and family offices. Having entered the financial services industry in 1999 at Banc of America Securities, Barrett has a broad range of skills that spans pre-IPO estate planning strategies, alternative investments, control and restricted securities, hedging and monetization of concentrated equity positions, insurance, lending, and financial planning. His experience with equity derivatives and option strategies has helped executives and founders of companies that have been acquired or taken public.

Barrett is firmly committed to long-term relationships with clients. Along with the rest of the team, he strives to deliver exceptional service and listens carefully to client goals, values, aspirations, and concerns. Understanding that significant wealth can cause significant complexity, the goal is to bring balance to clients’ financial lives with a high level of attention to every detail. Based on this input, Barrett then works attentively to help clients achieve what is most important to them.

Barrett works closely with Morgan Stanley’s Consulting Group, whose role includes detailed analysis and recommendation of third-party, firm-sponsored asset managers. Barrett partners with Consulting Group professionals to define an investment process that is catered to each client’s individual goals and objectives.

Barrett earned his B.A. degree from the University of California, Davis, in 1999.

Barrett and his wife, Tarika, live in the Inner Richmond district of San Francisco with their 8-year-old son Kane, 4-year-old daughter Lincoln, and baby girl Cleo. Barrett was drawn to San Francisco by the unique culture, active lifestyle, and world-class cuisine. When he’s not working with clients, Barrett enjoys skiing, coaching baseball, and travel.

CA Insurance License # 0E69671

Chris Dietz is a Financial Advisor with Morgan Stanley and has been in the financial services industry for over 18 years.  His comprehensive approach to wealth management comes from his extensive business background in accounting, banking, and lending.  Chris is a Certified Public Accountant (Not-practicing with Morgan Stanley).

Chris received his BS in Accounting and an MBA in Finance from the Leeds School of Business at the University of Colorado-Boulder, during which time he also earned an M.S. in Telecommunications.  He began his career with Arthur Andersen in Denver, Colorado where he provided auditing and financial consulting services to companies in the Telecommunications, Technology, Financial Services, and Real Estate industries. 

Prior to joining Morgan Stanley, Chris was on the executive team of a financial services company for eleven years. He was instrumental in growing the company’s annual revenues prior to a successful merger in 2011.

Chris and his wife, Kati, live in Littleton, Colorado with their two young children - Molly and Ben.  Chris is actively involved as the Treasurer on the Executive Board of both his church and children’s school, All Souls Catholic School. He sits on the advisory council for the Wyoming Children’s Society, and is on the Board of the University of Colorado-Boulder Alumni Association. Chris is very proud of establishing a foundation for Craig Hospital and was honored by the Craig Hospital Board of Directors in 2007 at the 100 Year Gala. Chris also is part of the 1907 Ambassador Program at Craig.  Chris enjoys golf, skiing, tennis, running, and hockey in his free time.

Michael is a Private Wealth Advisor with Morgan Stanley’s Private Wealth Management Division. Michael brings a wide breadth of experience in finance, M&A and technology.

Prior to joining Morgan Stanley, Michael worked as an associate on the investment team with Frontier Growth, a North Carolina-based private equity firm that invests in growth-stage software businesses. Previously, Michael was an investment banking analyst with BlackArch Partners, where he focused on executing middle-market M&A transactions in the consumer and business services sectors.

Michael earned his B.A. degree from Vanderbilt University, graduating with cum laude and Phi Beta Kappa honors.

A native to the Bay Area, Michael enjoys following his favorite San Francisco sports teams, golfing, and trying new restaurants. Michael lives with his wife Madi in the Presidio Heights neighborhood of San Francisco.

Kimy Seitz has over twenty-three years of experience in the brokerage industry. She is the lead administrator for the team, primarily focusing on account administration, business operations, performance reporting, portfolio analysis and marketing. Kimy has been with the team for nineteen years, during which she has gained significant experience in matters pertaining to restricted stock, trust administration and venture capital firms. Prior to joining the team, Kimy focused on equity trading, research and market analysis.

Nate McPhail joined Morgan Stanley in 2015. He has over twenty years of experience working in both the financial services and tax industries. Nate drives the team's financial planning practice. He helps clients develop, implement, and monitor financial plans to achieve our clients' unique objectives including the preservation of wealth, tax consciousness, and ensuring that assets are administered across generations.

Nate received his Doctor of Jurisprudence and an LL.M. in Taxation, with honors, from Golden Gate University School of Law, and is a member of the CA Bar Association. He received his bachelor's degree, with a dual major in Finance/Insurance and International Business from Northeastern University, where he was a four-year member of the men's varsity crew. Nate currently lives in Berkeley, California with his wife and two children.

Drawing on experience that started as a summer internship, Jason was hired full-time upon graduation and has continued to provide outstanding service and proactive advice to clients. Well-versed in portfolio construction, Jason assists in the development of comprehensive, tailored solutions that allow clients to manage and simplify their complicated financial situations. In his role on The Greenfield Team, Jason cultivates the team's existing relationships by engaging in dialogue to determine investment objectives, risk tolerance, suitability, and philanthropic interest to build an in-depth financial strategy and properly allocate the total portfolio. Jason also assists his PWAs to identify new business opportunities by capitalizing both on the firm's products and new initiatives such as Alternative Investments and Suitable and Impact Investing.

Prior to working full-time at Morgan Stanley, Jason was CEO at Acalynics LLC, an academic consulting company which specialized in helping students achieve their academic goals. He holds both the Series 7 and 66 licenses. Jason graduated from Pomona College with a Bachelor of Arts in Economics.

In his free time, he continues his lifelong passion of sports. A collegiate athlete in swimming, he can often be seen hanging out at the pool. 
 

Chloe Wood joined Morgan Stanley in 2012. She has been licensed since 2009 and worked at two boutique wealth advisory firms prior to her role at Morgan Stanley. Chloe passed her CFP^® exam in March of 2017, demonstrating an in-depth understanding of the many factors that affect the financial planning process. Chloe was a Hornbeck Scholar at the University of Denver, where she earned a BS in marketing with an emphasis in finance.

 

Chloe's primary responsibility is to identify strategies to serve current and prospective clients. She assists in the management and maximization of the client experience, conducts ongoing portfolio due diligence, and prepares customized performance reports and portfolio analysis. She is a primary contact for clients, and helps facilitate overall collaboration between the advisors and support staff with whom she works.

 

Chloe was born and raised in Colorado. She enjoys snowboarding in the winter, wake surfing in the summer, and reading fantasy novels year-around. She has been an international volunteer working on behalf of underprivileged children in both Africa and Central America.

Samantha Harvey is the most recent addition to the Denver branch of the Greenfield Team, joining us at the beginning of 2015. Samantha graduated from Colorado State University with a bachelor's degree in Business Management. She has worked in the financial industry for nine years, most recently in retail banking as an assistant branch manager. Samantha's primary responsibility for the Greenfield Team is to provide operational support, which includes establishing new accounts, monitoring client asset allocations, and managing compliance requirements.

 

Samantha has lived in Colorado for 25 years and currently resides in Denver. She fills her free time with outdoor activities in the summer and catches up on reading in the winter.

Michelle joined The Greenfield Team in 2020, where she brings over 20 years of Financial Industry experience. She is currently a Registered Client Service Associate, holds her Series 7, 63 and 65, and is primarily responsible for providing operational support to our clients including account management, trade execution, and managing compliance requirements. Michelle enjoys getting to know clients and helping them reach their financial goals.