Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

28 State Street
Fl
Boston, MA 02109
US
Direct:
(617) 570-9292(617) 570-9292
Toll-Free:
(617) 570-9050(617) 570-9050

Meet The HBH Group

About Michael Hession

Michael Hession is a CERTIFIED FINANCIAL PLANNER, Managing Director and Senior Portfolio Management Director of Wealth Management with Morgan Stanley.  Michael has advised clients around the world on wealth management and investment strategies since 1994.  Michael leverages the resources available at Morgan Stanley to evaluate financial holdings, address asset allocation and investment strategies, and propose financial plans to help meet stated objectives with reasonable volatility.

Michael began working with Morgan Stanley in New York City and moved to Boston in 2002.  Michael was recognized as a “Five Star Wealth Manager” award winner in 2014 and 2015.  Michael’s background includes managing the venture capital firm Estuary Group.  He currently lives in Cohasset, Massachusetts with his wife and five children.  Michael supports the effort to cure Diffuse Intrinsic Pontine Glioma (DIPG) and Habitat for Humanity.  He holds a degree in Economics from the College of the Holy Cross and an MBA from the Carroll School of Management at Boston College.

2014-2015 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2014-2015) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Securities Agent: ID, OH, CT, ME, SD, PA, WA, LA, RI, PR, SC, VT, VA, WY, WI, MS, TN, MO, NE, NH, NJ, NV, AR, IN, NY, MN, KY, MI, MA, CA, CO, UT, DC, TX, AZ, OR, NM, ND, NC, MT, MD, KS, IL, GA, FL, DE; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 176129

About Stefan T Bodnaruk

Stefan T. Bodnaruk, Senior Vice President, Senior Portfolio Management Director and Financial Advisor at Morgan Stanley, has over ten years of experience working with clients on wealth management, planning, and investment strategies. Stefan focuses on advising clients on all aspects of their financial lives by developing personalized comprehensive wealth management strategies.

Stefan joined Morgan Stanley in 2010 as a Registered Associate with the Institutional Equity Sales Group and moved to the Private Wealth Management division in 2012 where he advised on portfolio allocation and investment analysis for high net worth families and foundations.

Since his promotion to Financial Advisor in 2014, he has been recognized to the Firm’s Pacesetter’s Club, Century Club and Master’s Club for his consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients.

Stefan graduated with honors from Northeastern University with a bachelor’s degree in Finance and Marketing. In his free time he enjoys golf, skiing and spending time with family and friends. Stefan lives in Wellesley with his wife, Marla, and two children.
Securities Agent: FL, VA, MN, OR, NM, LA, WI, UT, NC, MT, IN, AZ, DC, SD, NY, MO, ME, RI, VT, WY, KS, TX, ID, GA, DE, NH, CO, NJ, SC, IL, OH, CT, CA, KY, WA, MA, MD, MI, PA, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1274477

About Andrew F Hunter

Andrew Hunter, Senior Vice President and Financial Advisor at Morgan Stanley, has more than 25 years of financial services industry experience. Andrew uses his experience and knowledge of the financial markets to help clients develop and maintain a plan to achieve their goals.

Andrew is a graduate of Siena College with a Bachelor of Science in Finance.  He is a Financial Planning Specialist and currently holds the FINRA Series 7, 31, 65, and 63, as well as Life and Health insurance licenses.  Andrew resides in Waltham, MA with his wife Melissa, son Raymond, and daughter Annabelle.  Together, they enjoy traveling, following professional sports, coaching youth sports and working with charities.
Securities Agent: DC, CO, MI, FL, CA, WI, LA, TX, PA, MT, MO, AZ, UT, SD, OR, NY, KY, KS, GA, ID, NJ, ME, IL, TN, OH, NC, MN, IN, CT, WY, VT, MA, WA, VA, SC, RI, NH, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1265039

About Miriam Coffey

Miriam joined Morgan Stanley in 1994, where she worked in our operations department before moving to a client service role.

Miriam uses her 25 years of experience working in the Financial Industry to meet our client’s needs. Her primary goal is to provide a positive experience for our clients through attention to detail and being proactive. She currently holds FINRA Series 7, and 63 registrations.

Miriam lives in Swampscott, Massachusetts with her husband and son. She graduated from Carlow Institute of Technology where she majored in Marketing.

About Patricia Donatiello

Patty joined the Morgan Stanley team in April of 2018. As the Senior Registered Associate for the team, she is responsible for developing and maintaining the team’s service standard, used to provide clients with the best possible experience. In addition, she focuses on business development, maintaining and growing client relationships.

Patty started her financial career in 1992 after graduating with a BA from the Catholic University of America. She currently holds FINRA Series 7 and 65 registrations.

About Liam Smith

Liam joined Morgan Stanley and the HBH Group in February of 2021. As the Wealth Management Associate for the team, Liam is responsible for maintaining existing client relationships through processing client requests, resolving of client inquiries, and making sure key client information is up to date. In addition, as Financial Planning Specialist, he supports the team with Financial Planning, Business Development, and Asset Aggregation.

Liam graduated with a B.S. in Finance from Roger Williams University in 2019 and currently holds his FINRA Series 7 and 66 licenses. Liam lives in Boston, MA where he enjoys playing Ice and Roller Hockey, Golf, and taking trips to Cape Cod.
Wealth Management
Global Investment Office

Portfolio Insights

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The HBH Group today.
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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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

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

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures
CRC 6491812 (04/2024)