The I Street Group at Morgan Stanley

Brett Anthony serves as one of the I Street Group’s Portfolio Management Directors and heads the Group’s Private Wealth Management practice.  He has been advising high net worth families and Family Offices for over 30 years. In this role, Brett oversees the management of our discretionary portfolios and is actively engaged with all aspects of equity, fixed income, options, and alternative investment strategy. He is also jointly responsible for the relationship management of our private wealth clientele. 

Brett began his career at Morgan Stanley in 1992 and is currently a member of Morgan Stanley’s elite President’s Club

He is a graduate of the University of Massachusetts at Amherst, where he earned his Bachelor of Arts degree. 

Brett is an avid tennis player and enjoys spending time with his family. He resides in Washington, D.C. with his wife, Marjan, and children, Anabelle and Patrick.

Trip McLaughlin serves as the I Street Group’s Senior Institutional Consultant and heads the Group’s Institutional Consulting Practice.  He has been advising Foundations, Associations, Corporations and Family Offices for over 20 years.  In this role, he focuses almost exclusively on investment policy creation, asset allocation, and investment manager search and selection.

Trip began his career at Morgan Stanley in 1992 and is a member of Morgan Stanley's elite President’s Club.  He has been recognized for excellence by many leading industry publications over the years including being listed as one of America's Top 1,200 Financial Advisors by Barron's. He ranks amongst the Top 20 Advisors in Washington, D.C. within this prestigious publication.  In addition, he has been recognized as one of Washington DC's Best Financial Advisors by Washingtonian Magazine.

He is a graduate of Hampden-Sydney College, where he earned his Bachelor of Arts degree in Managerial Economics.  He holds the Certified Investment Management Analyst (CIMA^®) designation from the Wharton School at the University of Pennsylvania. He is a member of the Investment Management Consultants Association (IMCA^®) and the Association of Professional Investment Consultants (APIC).  Trip is a past Board Member for both The Hearing and Speech Center at Children's National Medical Center and the Small Point Summer School in Small Point, Maine.  Trip is a former member of the Board of Trustees at Hampden-Sydney College where he was the Chair of Budget and Audit Committee and a member of the Investment Committee. Currently he serves on the Board of the Small Point Club Preservation Foundation.

Trip enjoys a variety of outdoor activities including golf and running. He resides in McLean, VA with his wife, Paula, and children, Burke, Conor, and Maeve.

2016-2024 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 2016-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Top Financial Experts Source: Washingtonian Magazine (Awarded 2016-2019,2022) Data compiled by Washingtonian Magazine based on time period from 2016-2019,2022. For criteria & methodology, go to (https://www.washingtonian.com/best/financial-advisers/)

Matthew Offen serves as the I Street Group’s Corporate Retirement Director and Family Wealth Director and as such heads the corporate retirement and financial planning practices. Since joining Morgan Stanley, he has been advising institutional and private wealth clients on all facets of their investment, planning, and fiduciary responsibilities.  In that role, he brings experience and knowledge to institutional clients as it relates to their qualified and non-qualified retirement plans and comprehensive financial planning resources to participants and families.

Matt began his advisory career at Morgan Stanley in 2002, and previously spent time as an Analyst in the Economic and Financial Solutions Group of Arthur Andersen.  Matt is a member of Morgan Stanley’s elite President’s Club and formerly co-chaired Morgan Stanley’s Corporate Retirement Director Advisory Board. He is also part of a select group of advisors at the firm, who have been acknowledged as a National Strategic Partner. Over the years, he has been recognized by numerous publications including such accolades as Top 40 under 40 Wirehouse Advisor by Registered Rep Magazine, Forbes Best In State Wealth Advisors, and a Top Financial Expert by Washingtonian Magazine.

He is a graduate of the The George Washington University, where he earned his Bachelor of Arts degree in Finance. He holds the Chartered Retirement Plan Specialist (CRPS^®) designation and is a member of both the National Association of Plan Advisors (NAPA) and the Association of Professional Investment Consultants (APIC).

Matt is an avid golfer and a British classic car enthusiast. He resides in Washington, D.C. with his wife, Hallie, and sons, Emory and Porter.

2013-2017 REP Magazine Top 40 Wirehouse Advisors Under 40
Source: REP. magazine's Top 40 Wirehouse Advisors Under 40, 2013-2017. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. Financial Advisors must be under the age of 40 as of between 2013-2017. The rating is not indicative of the Financial Advisor's future performance. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking.

Top Financial Experts Source: Washingtonian Magazine (Awarded 2014) Data compiled by Washingtonian Magazine based on time period from 2014. For criteria & methodology, go to (https://www.washingtonian.com/best/financial-advisers/)

2020, 2021, 2023, 2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2020, 2021, 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Jonathan Sowanick serves as one of the I Street Group’s Portfolio Management Directors and is a lead relationship manager for our private wealth clientele. Since 2005, he has been advising high net worth families on all aspects of equity, fixed income, options, and alternative investment strategies.  Jon has a core strength in equity portfolio management and as such is heavily involved with the management of our discretionary equity portfolios as well as the development of investment strategies.

Jon joined Morgan Stanley in 2008 and is a member of Morgan Stanley’s Master's Club. Prior to Morgan Stanley, he spent three years at Merrill Lynch as a Financial Advisor. He is a graduate of Gettysburg College, where he earned his Bachelor of Arts degree in Business Management and served as a Captain of the Men’s Lacrosse team. 

Jon is an avid golfer and enjoys coaching youth lacrosse. He resides in Washington, D.C. with his wife, Erin, and children, Paige, Charlotte and Bennett.

John is a Vice President, Global Sports and Entertainment Director at Morgan Stanley who has over 25 years experience working with high net-worth individuals, entertainers, athletes, corporations, trusts and foundations. In 2023, he was named as an Advisory Council Member and Committee Co-Chair to Morgan Stanley's Global Sports & Entertainment Division. John is a Chartered Retirement Plans Specialist, and he consults with clients on such issues as comprehensive estate planning strategies, managing income in retirement, and qualified and non-qualified retirement planning. Before joining Morgan Stanley, he served as a Vice President with Merrill Lynch’s Global Private Client Group.

John is a graduate of Northeastern University’s School of Business. John currently resides in San Jose, CA. He has two sons in college, John Jr. and Quinten. He is originally from Hartford, CT. John is a competitive triathlete. He enjoys spending time with his boys, and appreciating all of the wonderful things that the Silicon Valley area has to offer.

Hayley serves as the Chief of Staff of the team and is responsible for the ongoing enhancement of the client service experience.  She oversees the administrative team and the operational aspects of The I Street Group's practice. 
Hayley joined Morgan Stanley in 2006 and has more than 25 years of experience in the financial services industry.  She earned her Certified Financial PlannerTM  (CFP ^®) designation in January 2006.  Hayley joined The I Street Group in 2014 after several years in branch management and a variety of other positions in the industry. 
She graduated in 1992 from Wake Forest University with a Bachelor of Arts in Communication.  Hayley lives in Burtonsville, Maryland.

Danielle serves as the Business Development Associate for the I Street Group.  She is responsible for the implementation of the investment strategies and portfolios designed for our private wealth clientele.  She is also responsible for client relationship management. She joined Morgan Stanley in 2004 and has been with the I Street Group since 2005.
Danielle graduated Union College in 2004 with a degree in Economics and Japanese. She is originally from Scituate, Massachusetts and currently lives in Bethesda, Maryland.

Cathie serves as a Wealth Management Associate and joined The I Street Group in 2020. She is responsible for working with team members to address the specific needs and service issues of clients. She has held numerous Operational and Administrative positions since she joined the industry in 1984 and has incorporated this wealth of knowledge to serve clients with a high standard of care.

Cathie has been with Morgan Stanley since 1989 and served on the National Service Advisory Council from 2012-2014.

Cathie was born in Washington, DC and attended Ohio Wesleyan University. She currently lives in Rosslyn, VA with her husband. In her free time she enjoys tennis and traveling

Phillip serves as a Registered Client Service Associate and joined The I Street Group in 2023. He supports the team’s investment decisions and implementations of portfolios. He also helps cultivate and enhance client relationships through active communication with clients, processing their requests, as well as performing operational duties that support Financial Advisors in daily business practices.

Phillip completed his Master’s in Finance in 2022 from the Smith School of Business. He enjoys playing guitar, soccer, and spending time with friends and family in his free time. He is originally from Baltimore, Maryland.

Seamus serves as a Client Service Associate and joined The I Street Group in 2023. He helps cultivate and enhance client relationships through active communication with clients, processing their requests, onboarding and maintaining client accounts and documentation, as well as performing operational duties that support Financial Advisors in daily business practices.

Seamus graduated from George Washington University in 2021 with a bachelor's degree in Molecular and Cellular Biology and completed his Master's of Science in Biophysics at Georgetown University in 2023. He enjoys golfing, exploring new restaurants, and spending time outdoors with his fiancé. He is originally from Scranton, PA, and currently lives in Washington, DC.