James B Greenfield, CIMA®
Private Wealth Advisor, Senior Investment Management Consultant
Phone:
(415) 576-8983(415) 576-8983
Morgan Stanley Private Wealth Management
The Greenfield Team
Our Mission Statement
Our goal is to help you preserve and grow your financial, family and social capital so that it may have the greatest positive impact for generations to come.
Welcome
Welcome to the Greenfield Team at Morgan Stanley Private Wealth Management. We are a multi-generational team helping individuals, families, and family offices navigate complexity and make thoughtful, long-term decisions about their wealth.
Over the last 25 years, we have developed a consistent process for guiding families through their most important financial and personal goals. Our work spans investments, financial planning, and tax & estate advisory, tailored to the specific goals and values of each family.
Our group is grounded in the following core principles:
- Building lasting relationships based on trust and continuity
- Align portfolios, tax strategy, and estate planning with family goals and values
- Preserve and grow wealth with a long-term mindset
- Reduce complexity, taxes, and cost
Based in San Francisco and Denver, we are a national practice overseeing more than $6 billion of client assets. We strive to offer the personalized service of a boutique team, backed by institutional strength of a premier financial firm.
We welcome the opportunity to learn about you, your goals, and how we can help you achieve them.
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 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- 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, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. 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.
Tax Efficient Investing
We offer investment solutions designed to help manage the impact of taxes and support long-term, after-tax growth. These strategies focus on thoughtful portfolio construction and ongoing tax-aware management.
Alternative Investments
Our platform offers access to a diverse selection of over 180 funds, including both third-party and proprietary options. It provides early and exclusive access to funds that might otherwise be limited to institutional investors.
Wealth & Financial Planning
Utilizing our expertise and the extensive resources available within our Firm, we collaborate with you to design and uphold a thorough wealth management plan. This plan is tailored to meet the distinct goals you have set for your family, business, community, and enduring legacy.
Private Market Transactions
As the number of public companies decreases, much of a company's growth now occurs before it goes public. Investing in private markets allows eligible investors to engage with promising companies at an earlier stage, giving you the opportunity to be part of their journey before they become publicly traded.
Management of Concentrated Positions
We offer support with the sale of restricted, control, and concentrated stock positions, the gifting of restricted or control shares, securities-based loans using eligible restricted and control stock as collateral, and the establishment of 10b5-1 trading plans.
Pre/Post Liquidity Planning
With extensive experience advising numerous entrepreneurs and business owners on monetizing their enterprises, we provide a seasoned perspective on opportunities for income tax and transfer tax planning, as well as guidance on the timing of specific actions.
Morgan Stanley Family Office
We provide a comprehensive array of highly specialized resources designed to tackle the intricate and diverse challenges of managing substantial wealth, enabling clients to make complex decisions with confidence.
Tax, Trust & Estate Planning
In collaboration with your estate attorney, CPA, and specialists from our Family Office Resources group, we conduct a thorough review of your trust and estate plans. This process helps us identify opportunities to enhance tax efficiency and ensure better alignment with your multigenerational objectives.
Outsourced Chief Investment Office
An outsourced chief investment office (OCIO) functions as an internal chief investment officer, offering you tailored institutional investment expertise along with a dedicated support team.
Private Banking
We facilitate connections with Private Bankers to explore personalized borrowing solutions tailored to meet your goals. These options may include investing in a business, purchasing real estate, managing potential tax liabilities, or securing additional general funding.
Insured Solutions
We provide a comprehensive range of insurance and annuity solutions, along with strategic partnerships, to assist in mitigating and managing risks when unforeseen events occur.
Corporate Trustee
Our Trust Services platform offers access to third-party corporate trustees who can act as trustees, co-trustees, or successor trustees for trust accounts. By collaborating with our Trust Specialists, we can assist you in selecting a suitable corporate trustee tailored to specific trust documents and estate planning needs.
Workplace Solutions
In collaboration with Morgan Stanley's Workplace Solutions team, we provide comprehensive support to our corporate clients and their employees as they transition from private to public companies. Our all-encompassing financial workplace benefit offerings include Cap Table Management, Private Market Liquidity, Retirement Solutions, Financial Wellness and Education, Stock Plan Administration, Executive Financial Services, and Non-Qualified Deferred Compensation.
Philanthropy
We offer consultative guidance to help you establish your philanthropic goals and enhance the effectiveness of your charitable contributions. This includes donor-advised funds, which provide a tax-efficient method for supporting nonprofit organizations.
Location
555 California Street
14th Floor
San Francisco, CA 94104
US
Direct:
(415) 576-8983(415) 576-8983
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
Private Wealth Advisor, Senior Investment Management Consultant, Alternative Investments Director
Phone:
(303) 572-4877(303) 572-4877
Barrett Richter
Private Wealth Advisor
Phone:
(415) 576-8984(415) 576-8984
Phone:
(303) 572-4831(303) 572-4831
Michael Greenfield
Private Wealth Advisor
Phone:
(415) 576-8970(415) 576-8970
Nate McPhail
Registered Client Service Associate, Assistant Vice President
Phone:
(415) 576-8982(415) 576-8982
Jason Lammert
Assistant Vice President, Investment Consultant
Phone:
(415) 576-8779(415) 576-8779
Chloe Hansen Wood, CFP®
Director of Business Strategy, Vice President
Phone:
(303) 572-4877(303) 572-4877
Samantha Harvey
PWM Wealth Management Associate
Phone:
(303) 572-4871(303) 572-4871
Michelle Martin
Registered Client Service Associate
Phone:
(415) 576-8986(415) 576-8986
About James B Greenfield
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.
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.
Securities Agent: PA, VT, NE, WA, VA, MI, IL, CA, AZ, TX, OR, NC, DC, WY, NV, FL, NJ, NH, MN, MD, CT, CO, TN, NY, RI, MT, MA, DE, OK, NM, LA, GA, AL, UT, HI, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1285139
NMLS#: 1285139
About Jon Greenfield
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
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
Securities Agent: NE, AL, TX, WI, PA, MN, UT, MI, GA, CO, FL, CA, NJ, MD, TN, MT, MA, CT, AZ, NY, NH, NC, IL, DE, VI, WY, OR, DC, VA, NV, HI, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1282432
NMLS#: 1282432
About Barrett Richter
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
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
Securities Agent: HI, AL, MT, LA, GA, WY, NH, TX, NV, WA, OK, NM, NJ, AZ, WI, VA, PA, NE, MD, FL, CT, UT, MN, MI, MA, DC, TN, NY, CO, RI, DE, CA, OR, VT, NC, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1282362
NMLS#: 1282362
About Christopher Dietz
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.
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.
Securities Agent: PA, NY, VA, OR, NV, HI, AL, WY, WA, NJ, MN, FL, MT, UT, CA, NE, MI, NC, MD, MA, VI, SC, IL, GA, CT, CO, AZ, TX, TN, NH, DC, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 198518
NMLS#: 198518
About Michael Greenfield
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.
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.
Securities Agent: GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, HI, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2393921
CA Insurance License #: 4270418
NMLS#: 2393921
CA Insurance License #: 4270418
About Nate McPhail
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.
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 Jason Lammert
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.
NMLS# 2724231
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.
NMLS# 2724231
NMLS#: 2724231
About Chloe Hansen Wood
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.
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 Samantha Harvey
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.
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.
About Michelle Martin
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.
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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.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
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 | Morgan Stanley
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
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
4Asset Allocation does not assure a profit or protect against loss in declining financial markets.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
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 | Morgan Stanley
CRC 4237142 (02/2025)
