Welcome

You deserve a private wealth advisor who shares your vision, earns your trust and works diligently to develop customized solutions that help address your aspirations and create a legacy for future generations. At the Greenfield Team at Morgan Stanley Private Wealth Management, we built our team around one simple idea: skillfully applying world-class intellectual capital and financial possibilities to what we learn about you and your family.Over the years, we have developed a repeatable, time-tested process for helping individuals, families and family offices with substantial wealth achieve their most important financial and personal goals. Significant wealth is complicated, and we are often asked for advice in areas that extend beyond investment management, placing our team in the role of counsel and advocate for our clients and their families. It is here that the whole of our experience and capabilities brings the greatest value. We focus on every corner of your financial life, from estate and tax planning strategies to wealth transfer and lifestyle advisory, helping to ensure that all aspects of your wealth management strategy work together.Based in Denver and San Francisco, we serve clients from all over the country, delivering personalized investment and management solutions coupled with tailored in-depth advice and access to the global resources of one of the world’s leading financial firms. Our goal is to serve as an unbiased financial advocate for you and your family, bringing a level of objectivity, customization and attention you are not likely to have ever encountered. We welcome the opportunity to have a conversation with you about how we can help simplify your life and free you to enjoy the lifestyle you’ve worked so hard to achieve.
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

At the Greenfield Team at Morgan Stanley Private Wealth Management, we believe our clients are entitled to a special level of service and we bring a family mentality to our relationship with you. Our responsibility is to know you so completely that we go beyond simply responding to your needs; we’ll anticipate them. This may mean coordinating communication among your professional advisors, or helping—even before you ask—to keep all your financial affairs in order.

This level of service is a pledge made by everyone you come in contact with, whether it is our team or any of the experts we engage on your behalf. These professionals represent some of the brightest minds in their respective fields, from manager selection to philanthropy. Each of us takes the necessary time to listen and learn, making a financial and emotional commitment to ensuring we deliver a client experience that is tailored to the needs of your family for decades and generations to come.

Our practice is built on open communication, both with our clients and within our team. We take a multifaceted and integrated approach to our relationship with you, combining our collective talent and the global resources of Morgan Stanley to tailor our services to you and your family. This powerful combination of personal attention and financial possibilities creates unexpected—and welcome—possibilities.

    Philosophy

    Our philosophy is complexity, simplified.

    We understand that substantial wealth comes with unique challenges and significant complexity. Our goal is to bring balance to your complex financial life, with an intense level of attention to every detail.  

    At the Greenfield Team at Morgan Stanley Private Wealth Management, we focus our collective wisdom on developing a wealth management strategy that is custom-fit to you. Instead of trying to fit your needs to in-house products, we match your needs to personalized strategies and solutions that help you realize your goals, grow and  preserve your assets, and simplify your life.

    Our team is actively engaged in every facet of your investment plan, from profile and strategy to implementation and review. Before we even entertain the thought of making investment recommendations, we complete a comprehensive discovery process intended to help us understand your objectives, time horizon and attitude toward risk.

    Only when we have a thorough understanding of your specific priorities will we proceed to designing an investment and asset allocation strategy that is uniquely yours. We achieve personalization through our ability to utilize the entire investable universe, from common stocks and bonds to highly sophisticated assets classes, such as real estate investment trusts, limited partnerships, private equity, hedge funds and special situations created by tender offers, mergers and acquisitions, and bankruptcies, as appropriate.

    We operate on the core belief that if our team can help successfully minimize the burden that comes with wealth, you and your family have the freedom to focus on the things in life that are most important to you.

      Location

      555 California Street
      Floor 14
      San Francisco, CA 94104
      US
      Direct:
      (415) 576-9893(415) 576-9893
      Fax:
      (415) 762-0981(415) 762-0981
      1550 Market Street
      Floor 6
      Denver, CO 80202
      US
      Direct:
      (303) 572-4877(303) 572-4877

      Meet The Greenfield Team

      About Me

      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
      Securities Agent: CA, WY, WA, VA, UT, TX, TN, PA, OR, NY, NV, NJ, NC, MI, MD, MA, IL, GA, FL, DC, CT, CO, AZ, AL; General Securities Representative; Investment Advisor Representative
      NMLS#: 1285139

      About Me

      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 coach in his son’s adaptive baseball league, 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
      Securities Agent: TX, CO, CA, WY, WA, VA, UT, PA, OR, NY, NV, NJ, NC, MI, MD, MA, IL, GA, FL, DC, CT, AZ, AL; General Securities Representative; Investment Advisor Representative
      NMLS#: 1282432

      About Me

      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 4-year-old son Kane and newborn baby girl Lincoln.  Barrett was drawn to San Francisco by the unique culture, active lifestyle, and rich cuisine.  When he’s not working with clients, Barrett enjoys skiing, golf, and travel.

      CA Insurance License # 0E69671
      Securities Agent: CA, WY, WA, VA, UT, TX, TN, PA, OR, NY, NV, NJ, NC, MI, MD, MA, LA, IL, GA, FL, DE, DC, CT, CO, AZ, AL; General Securities Representative; Investment Advisor Representative
      NMLS#: 1282362

      About Me

      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 (CPA), as well as a Certified National Mortgage Loan Originator (CMLO).

      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 from $15M to $80M in a four year span, 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.
      Securities Agent: CO, WY, WA, VA, UT, TX, SC, PA, OR, NY, NV, NJ, NC, MI, MD, MA, IL, GA, FL, DC, CT, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
      NMLS#: 198518

      About Me

      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.

      About Me

      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.

      About Me

      With 7 years of financial industry experience, Jordan is responsible for providing operational support to our clients, which includes account management, trade execution, monitoring client asset allocations, and managing compliance requirements. She holds her Series 7 and Series 66 licenses. Jordan joined Morgan Stanley in 2011 after graduating from Saint Mary's College of California with a B.S. in Economics and Business Administration. Outside the office, Jordan enjoys spending time with family and friends. As a classically trained dancer, she can also be found taking dance classes around the Bay Area.  

      About Me

      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. 
       

      About Me

      Chloe Hansen 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.

      About Me

      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.
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