Our Story

Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them.  We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Qualified Retirement Plans3
  • Corporate Retirement Plans4
  • Endowments and Foundations5
  • Asset Management6
  • Philanthropic Services
  • Retirement Planning7
  • Estate Planning Strategies8
  • Corporate Cash Management
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Awards

  • Brett Anthony
    Ranked in Best in State Wealth Advisors by Forbes (2018)
    Ranked as one of Washington D.C.'s Top Financial Advisors by Washingtonian Magazine (2016-2018)
    Ranked in Top 1,000 Advisors in the U.S. by Barron's Magazine (2008-2017);
    Ranked in Top 10 Advisors in Washington, D.C. by Barron's Magazine (2008-2017)
    Ranked in Top 5 Financial Advisors in Washington, D.C. by Barron's Magazine (2016)
    Ranked in Top 400 Advisors by Financial Times (2015)
    Ranked Top Financial Experts in Washingtonian Magazine (2014)
  • H.L. 'Trip' McLaughlin III
    Ranked as one of Washington D.C.'s Top Financial Advisors by Washingtonian Magazine (2016-2018)
    America's Top 1,000 Financial Advisors by Barron's Magazine (2008-2017)
    Top 20 Financial Advisors in Washington, D.C. by Barron's Magazine (2008-2017)
    Ranked America's Top 1,200 Financial Advisors by Barron's Magazine (2016-2017)
    Washington D.C.'s Best Financial Advisors: Bank Wealth Advisors by Washingtonian Magazine (2014-2017)
    Top 100 Wirehouse Advisors in the U.S. (2009)
  • Matthew Offen
    Ranked as Top 40 Advisors Under 40 by On Wall Street (2017, 2018, 2019)
    Ranked as Washington D.C's Top Financial Advisors by Washingtonian Magazine (2017, 2018)
    Top 40 under 40 Wirehouse Advisors by Registered Rep Magazine (2013-2017)
    Top Financial Experts by Washingtonian Magazine (2014)

Location

1775 I Street NW
Suite 200
Washington, DC 20006
US
Direct:
(202) 862-9000(202) 862-9000
Toll-Free:
(800) 745-2451(800) 745-2451

Meet The I Street Group

About Me

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 20 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. 
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.
Securities Agent: TX, DC, WY, WV, WA, VT, VA, SD, SC, RI, PA, OR, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MN, MI, ME, MD, MA, KY, IL, HI, GA, FL, DE, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1278779

About Me

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 Chairman’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 1,000 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 Board Member for 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. 
Trip enjoys a variety of outdoor activities and coaching youth sports in McLean and Potomac. He resides in McLean, VA with his wife, Paula, and children, Burke, Conor, and Maeve.
Securities Agent: VA, TX, DC, WY, WV, WA, VT, SD, SC, RI, PA, OR, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MN, MI, ME, MD, MA, KY, IL, HI, GA, FL, DE, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1278952

About Me

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 Chairman’s Club and 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, a Top Gun 50 under 40 Advisor by National Association of Plan 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.
Securities Agent: TX, DC, WY, WV, WA, VT, VA, SD, SC, RI, PA, OR, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MN, MI, ME, MD, MA, KY, IL, HI, GA, FL, DE, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1278592

About Me

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.  For over a decade, 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 Century 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.
Securities Agent: TX, DC, WY, WV, WA, VT, VA, SD, SC, RI, PA, OR, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MN, MI, ME, MD, MA, KY, IL, HI, GA, FL, DE, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1279385

About Me

Michael Mitchell serves as a Wealth Advisor Associate and Financial Advisor on the team. Michael’s primary roles are business development and the delivery of the firm’s modern wealth management resources to his fellow advisors and our collective clients . Prior to joining the I Street Group, Michael developed an experience with the Morgan Stanley financial planning tools as he assisted Financial Advisors throughout the Morgan Stanley DC/Annapolis Complex to produce comprehensive written financial plans for clients.

Michael joined Morgan Stanley in 2016 and has more than 7 years of experience in the financial services industry ranging from Consumer Retail Lending and Mortgages to Corporate Syndications and Private Wealth Management. He is a graduate of Duke University, where he earned his Bachelor of Arts degree in Economics and dual minors in French and German. Throughout his college and post college career he has been a successful athlete and coach while competing at the highest levels of international freestyle wrestling. He has taken this passion for wrestling and athletics and gives back to the community through volunteer coaching at Gonzaga College High School. He also annually serves as a guest teacher for an English school in Russia.

Michael currently lives in Bethesda, Maryland.
Securities Agent: DC, VA, TN, SC, OH, NY, MN, MD, MA, DE, CA; General Securities Representative; Investment Advisor Representative

About Me

Hayley serves as the Group Director 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.

About Me

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.

About Me

Catherine serves as a Client Service Associate and joined the I Street Group in 2015.  She assists the team in client relationship management by aiding the clients in daily requests ranging from accounts processing and maintenance to funds and securities transfers.  Additionally, Catherine provides support to clients needing technical assistance with Morgan Stanley's digital and online applications.
In 2014, she graduated from Virginia Tech with a B.S. in Psychology and dual minors in International Studies and Middle Eastern Affairs. 

Catherine lives in Virginia and is an avid snowboarder and piano player.

About Me

Amanda serves as a Registered Associate and joined Morgan Stanley in 2017 with the I Street Group. Previously she worked for a Broker/Dealer in Carpinteria, California as a Broker Relationship Manager and obtained her financial licensing.
 

She is originally from Washington D.C., although grew up in northern California where she enjoyed lake activities and skiing in Tahoe on the weekends. In 2015, she graduated from University of California, Santa Barbara with a Bachelor of Arts degree in Political Science. After interning on The Hill during college, she wanted to return to Washington after finishing school. In her free time she enjoys traveling.

About Me

Emma serves as a Client Service Associate and joined Morgan Stanley in 2018 with the I Street Group.  Her primary role is to assist with daily requests from clients ranging from account opening and maintenance to transfers of securities and funds.

She is a graduate of American University where she earned her Bachelor of Science in Business Administration and a minor in Art History.  She has previously worked at The National Gallery of Art in Washington, DC and Sotheby’s in New York, NY.

Emma lives in the District of Columbia and has a passion for travel, and learning about and interacting with different cultures.

Investment and Market Perspectives

On the Markets

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
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Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact The I Street Group today.
Market Information Delayed 20 Minutes
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

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


CRC 2019752 10/2018