Welcome

The Hansberger Group is a comprehensive wealth management practice with a proprietary investment platform embedded within. Our focus is on private wealth management with customized and individual attention to each client, helping lead to the establishment and achievement of long-term finanacial goals.

Our goal is for you and your future generations to enjoy wealth without worry. Our holistic approach leads us to seek to understand your vision, your preferences and your unique circumstances before we formulate the wealth strategy that seeks to achieve your goals and objectives.

The Hansberger Group has represented the high net worth marketplace for over four decades, assisting our clients in the creation and maintenance of significant net worth. It all comes down to Original Thinking, our mantra for over 40 years, a disruptive growth strategy that decommoditizes a commodity business. We compete on the power of our investment discipline and original ideas. In a time of an overload of advice today, what is still in short supply are insights and real innovation in investment management.
Capabilities
  • Comprehensive Wealth Planning
  • Investment Management
  • Family Governance & Wealth Education
  • Philanthropy Management
  • Consolidated Reporting
  • Risk Management
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.

Location

3280 Peachtree Rd NE
Suite 1900
Atlanta, GA 30305
US
Direct:
(404) 264-4269(404) 264-4269

Meet The Hansberger Group

Photo of James C Hansberger

James C Hansberger

Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Sports and Entertainment Director

Phone:
(404) 264-4269(404) 264-4269

About Me

Jim has been with Morgan Stanley for the past 40 years, and a member of the Chairman Council since inception, a distinction awarded to an elite group the firm’s top Financial Advisors. Jim is the founder of The Hansberger Group at Morgan Stanley, a comprehensive wealth management platform with an investment management group embedded within.

Jim is a native of Atlanta, Georgia, and has been married to his wife, Lyn, since 1968. They have two children, Yancey and Jim, Jr. and seven grandchildren. A member of Cherokee Town and Country Club, Sigma Alpha Epsilon Fraternity, and the Gridiron Secret Society, Jim also is quite active in his community.

Jim is the author of Nice Guys Finish Rich, and A Guide to Excellence in Investing: The 100 Most Important Principles. He is a past Guest Lecturer at the Wharton School of Finance of the University of Pennsylvania, and a Distinguished Practitioner/Lecturer at the University of Georgia Terry College of Business.

He was ranked #10 in the "Top 100 Wealth Advisors in America" by Forbes magazine and Shook Research in 2018, and cited in 2004-2018 by Barron’s as one of “America’s Best Wealth Advisors”. For many years, he has been awarded the honor as the #1 Financial Advisor in the state of Georgia. An experienced marathon runner with two Boston marathons to his credit, Jim and his wife were featured in a special primetime “CNN Presents” entitled “The Fountain of Youth”.
Securities Agent: TX, GA, WV, WI, WA, VT, VA, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NH, NC, MT, MS, MO, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1275601

About Me

Morty practiced as a Certified Public Accountant (not practicing at Morgan Stanley) for 15 years prior to joining The Hansberger Group in 2001. He is a member of the Georgia Society of Certified Public Accountants and American Institute of Certified Public Accountants. Morty is also Series 7 (Securities), Series 63 (Uniform Securities Agent Law), and Georgia Insurance (Accident, and Sickness, Life, Variable Annuity and Variable Life) licensed. Morty received a Bachelor of Science degree from Rochester Institute of Technology in 1985. He has formerly served as the Treasurer of The Standard Club and Temple Sinai Endowment Fund.

As a partner of The Hansberger Group, Morty’s role involves financial & estate planning strategies, cash flow management and asset allocation for The Hansberger Group’s clients. He spends a majority of his time helping clients navigate their financial lives, by proactively speaking with them and developing plans prior to a financial decisions is made. His 35 years of being a CPA and his 18 years with The Hansberger Group allows him to give a holistic approach to planning.

In his spare time, Morty enjoys playing golf, tennis, snow skiing, and marathons.

“I believe my greatest strength is my ability to listen to clients and develop a comprehensive and customized financial plan for the entire family.”-ML
Securities Agent: TX, GA, WV, WI, WA, VT, VA, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NH, NC, MT, MS, MO, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1270203

About Me

Ross joined Morgan Stanley in 2004, and holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations. He earned a bachelor’s degree in Business Administration with a concentration in finance from Valdosta State University and the Certified Portfolio Manager designation from Columbia University.

I spend the majority of my time in the area of investment research and portfolio management. Facts, assumptions and narratives dominate all investment frameworks, and our goal as investors is to determine what we believe to be the significant success factors for each investment and to thoughtfully assess both the probability and magnitude of an investment’s risk and reward. To that end, my daily focus is to search for and to assimilate the information I believe to be important regarding an investment from a wide array of sources, including institutional research, trade publications, investor conferences, company filings, and academic studies. In practice, this requires a great deal of time spent reading, likely averaging 30-40 hours per week. I also engage with analysts, industry participants and our network of investor contacts to discuss nuances of an investment thesis and periodically visit companies to observe and to ask questions of employees and customers and/or users of the product or service provided by the business. Ultimately, all of this effort is intended to benefit our clients, with whom I have the privilege of interfacing on a daily basis via discussion of our investment philosophy and its role as the foundation of the financial plan that we have established to help meet their objectives.

Originally from SE Georgia, Ross resides in Atlanta with his wife Sarah and daughter Sydney. He enjoys fishing, skiing, and volunteering, with a focus on conservation. Ross is a member of the board of directors of The Orianne Society.

“I believe all of life comes down to the intelligent management of risks. This is my focus every day.”-RC

About Me

Rebecca has been with Morgan Stanley since 2007 and joined The Hansberger Group in 2013. She has over 15 years of experience in the financial services industry. She began her career with Wachovia Bank in 1999 before transferring to Wachovia Securities in 2004. Rebecca is a CERTIFIED FINANACIAL PLANNER™ and holds a Series 7, Series 66, and Georgia life and variable products insurance licenses. As a Georgia native, Rebecca attended Kennesaw State University where she received her Bachelors and Master’s degrees in Business Administration.

As Group Director, Rebecca has a senior level position that serves as lead administrator for the group. Her role focuses on client service, managing staff, and assisting Jim with team coordination and implementation of business initiatives.

Rebecca lives in Brookhaven with her Great Dane Sammie. She volunteers with Habitat for Humanity; assisting with various building projects throughout the metro-Atlanta area. In her spare time, she practices yoga and enjoys spending time with family and friends.

"My strength is found in administration. My organizational skills allow me to handle multiple projects and stay calm and collected under pressure. My educational background and years of industry experience have given me the knowledge and ability to deal with many different situations easily and effortlessly."-RS

About Me

ChiQuita has over 20 years of experience in various aspects of the financial industry. Prior to joining Morgan Stanley, she worked as a Financial Analyst for Merrill Lynch’s Institutional Fixed Income Sales Division. ChiQuita was a member of Merrill Lynch’s Diversity Council. After 12 years at Merrill Lynch, she shifted her focus to the Private Wealth Management platform, and served as Director of Business Development for Nicholas Hoffman and Company. She then joined Morgan Stanley in May 2012 as a Sales Analyst within the Private Wealth Management division of Morgan Stanley. She joined The Hansberger Group in 2015. ChiQuita graduated from the University of Georgia with her Bachelor of Business Administration in Finance. She holds her Series 7, 63, and 66. ChiQuita resides in Peachtree Corners with her husband. She enjoys cooking, volunteering, traveling, and exercising daily.

As a Wealth Management Associate/Financial Planning Associate I interface with our clients daily. Through a combination of marketing methods, client-management skills, and market and product knowledge, I partner with team members to address the specific needs of high net worth clients in order to cultivate existing client relationships and network to build new ones. I am also responsible for understanding the firm’s policies, procedures, and digital capabilities that allow me to interact with our team of Private Wealth Advisors, as well as new and existing clients. I serve as a senior role model for other fellow support professionals within Morgan Stanley’s PWM division.

“Being in the investment business for 20 years, I feel my greatest strength is my ability to interact extremely proficiently with clients. I consider myself to be a people person and interfacing with clients on a daily basis is definitely what drives me. I feel that the ability to listen and understand a client’s needs are key to all successful business strategies.”- CB

About Me

Nick joined The Hansberger Group in February 2016. Nick graduated with highest honors from Georgia Tech’s Scheller College of Business where he received a Bachelor of Science degree in Business Administration with a concentration in Finance. Nick is Series 7 and Series 66 licensed. Prior to joining Morgan Stanley, Nick worked as a consultant at Triage Consulting Group and interned for The Hansberger Group in 2014.

As a Private Wealth Management Analyst, Nick spends the vast majority of his day reading and learning from an array of sources on markets, the economy, and businesses with a focus on technology, media, and consumer discretionary sectors. Nick aims to identify new opportunities in important emerging industries while concentrating on companies that are challenging the status quo with novel business models, insights, and technologies. Additionally, Nick completes portfolio trades, performance reports, and alternative investment due diligence.

Nick enjoys running, reading, and salsa dancing with his wife, Keun.

“My work ethic and passion for investment management drives me every day to find new opportunities for our team and our clients.”-NV

About Me

Robert joined The Hansberger Group in 2016 and has been with Morgan Stanley since 2011. He is a holder of the right to use the Chartered Financial Analyst® designation. Robert graduated from the Honors Program at the University of Georgia with a Bachelor of Business Administration in Economics and a Bachelor of Arts in Spanish.

Robert is very active with the Atlanta Ronald McDonald House Charities. He serves as President of its young professionals group, Red Shoe Society, and is a founding member of its Future Leaders Board, which is responsible for large fundraising events including an annual 5K race. Other than volunteering, he enjoys cooking, running, and anything outdoors.

As a member of The Hansberger Group’s Investment Team, Robert’s role involves research, portfolio management, and trading responsibilities for the group’s equity and fixed income strategies. He loves to read and spends most of his time seeking new ideas and creative opportunities in the healthcare, energy, and industrials sectors, as well as the corporate and municipal bond markets.

“I believe my greatest strength is my analytical ability – combining diligent work, the resources available to me, and plenty of creativity to find optimal solutions to complex problems.”-RM

About Me

Ashley Stephan joined The Hansberger Group in August 2017 after graduating from the Terry College of Business at The University of Georgia, where she earned her B.B.A. in Finance as well as a minor in Consumer Economics. While earning her degree, Ashley also obtained four years of professional experience in the consumer goods and customer service industries, earning several accolades recognizing her dedication. She also participated in an eight week long Wall Street Journal seminar developing industry knowledge and experience. Throughout her collegiate years, Ashley was a devoted member of the Women in Business society within the Terry College of Business.

In her spare time, she participates in Red Shoe Society events that benefit Atlanta Ronald McDonald House Charities. She also enjoys painting, reading, traveling, yoga, and playing with her Jack Russell, Milo.

On a daily basis, Ashley enhances the client experience by providing exceptional customer service and prompt assistance to help satisfy client needs. She processes client requested money and security transactions, resolves pressing client inquiries as they arise, and verifies accuracy of key client information and documentation. Ashley also supports the Financial Advisors in daily business practices through telephone coverage and identifies Firm services and solutions suitable for each client.

“Experiencing personal hardship within my family from the Great Recession inspired me to pursue finance and further ignited my passion for wanting to help others. I believe that, along with my determination, drives me to meet the goals and expectations of our team and our clients.”-AS

About Me

Katie joined The Hansberger Group in 2018. She graduated from the Honors Program at the University of Georgia magna cum laude, with high honors, and earned dual degrees in Finance and Economics, as well as a certificate in Legal Studies. Katie holds her Series 7 and Series 66 licenses, as well as her Georgia Insurance (Accident and Sickness, Life, Variable Annuity and Variable Life) license. Prior to her time at Morgan Stanley, Katie worked at Northwestern Mutual, as well as Capricorn Wealth Management in London, England.

Katie has been an active volunteer with Children’s Healthcare of Atlanta for many years. She has coordinated and participated in several events for the Aflac Cancer and Blood Disorders Center. Katie has been a dedicated volunteer with the Girl Scouts of America in conjunction with the Dove Confidence Coalition for Women’s Self-Esteem, as well as fundraising and devoting her time to Prevent Child Abuse America.

She enjoys travelling, reading, baking, snowboarding, and is an emphatic food aficionado.

As the Executive Assistant to Jim Hansberger, I serve as the liaison between our team and senior management, spearhead marketing endeavors, conduct event planning and travel arrangements, compile informational reporting, and process ultra-high net worth client requests.

“I find great satisfaction from being approached with a problem, whether that be from a client or a colleague, and executing the solution to perfection. Making our practice run more effectively and efficiently is my goal every single day when I walk into this office.”-KP

About Me

John Britt (JB) joined The Hansberger Group in June 2018. He is Series 7 and Series 66 licensed. Prior to joining The Hansberger Group, John Britt was an analyst at Morgan Stanley. John Britt graduated from Auburn University in 2014 with a Bachelor of Science degree in Business Administration with a concentration in Finance. He was a student athlete playing rugby for Auburn, and went on to lead the team in 2013 to a Southeastern Conference Championship.

His primary role is supporting the investment management team with trading, performance reporting, and market research. He is also responsible for preparing reports for upcoming client meetings in regards to allocation maps, model performance, and custom account group performance.

Outside the office, John Britt enjoys spending time with his twin brother, weightlifting, and playing rugby.

“I believe my greatest strength is my ability to look at things with a holistic approach. Being disciplined with my work, fitness, and building relationships, I am able to provide greater value to our team and our clients.” - JB
Professional Insights

Original Thinking Spring-Summer2017


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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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® 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® .

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