

The Javaheri Group at Morgan Stanley

Our Mission Statement
Experience, attention to detail, and use of modern resources are the cornerstone of our practice.
- The Javaheri Group at Morgan Stanley
The Evolution of The Javaheri Group
More than traditional wealth management
As your family grows and your wealth increases, you may face a broader and more complex set of wealth management challenges.
Founded in 1995 by Managing Director, David Javaheri, The Javaheri Group at Morgan Stanley is a team of five wealth management professionals based in Wellesley, Massachusetts. Our mission is to provide you with advisory services that include, and extend well beyond, investment management.
Our integrated approach to planning includes:
- Cash Management & Budgeting
- Lending & Liquidity Solutions
- Wealth Transfer
- Asset Protection
- Account Consolidation
- Family Governance
- Philantropic Management
Through The Javaheri Group and Morgan Stanley, our clients have access to industry leading financial resources, providing a platform to maximize the depth and impact of our advisory services.
The combination of personal attention and differentiating capabilities can create opportunities for your family's objectives.
- Wealth Management
- Financial Planning
- Private Banking & Lending Solutions
- Portfolio Management
- Liquidity & Cash Flow
- Executive Financial Services
- Trust Services
- Custom Investment Strategies
- Equity Awards & Tax Minimization
addressing the cash and liquidity needs of corporations and institutions

The Javaheri Group at Morgan Stanley is a team of five wealth management professionals committed to helping business owners and executives design and implement custom corporate cash management investment strategies focused on:
- Liquidity
- Cash Flow
- Safety
- Yield
Founded in 1995 by Managing Director, David Javaheri, The Javaheri Group is one of a handful of advisory teams at Morgan Stanley that hold both the US Government Entity Specialist and Corporate Cash Investment Director titles.
David Javaheri, CIMA, and Kirk McCaw, CFA, leverage their combined 50+ years of industry experience and Morgan Stanley's robust suite of modern tools and research, to construct comprehensive strategies that align with corporation's cash flow requirements, liquidity objectives, and risk profile.
- Institutional Cash Advisory Program (ICAP)
- Custom Fixed Income Strategies & Strategic Bond Laddering
- Portfolio Duration Oversight
- Institutional Money Market Fund Analysis & Selection
- Daily Monitoring of Excess Cash on Balance Sheet
- Quality Trading Execution on Agency Basis
- Administrative & Operational Support by Experienced Service Team
Through The Javaheri Group and Morgan Stanley, our institutional clients have access to a dedicated team of professionals within an industry-leading financial services firm.
Addressing the Investment and Liquidity needs of local Municipalities
The Javaheri Group at Morgan Stanley is a team of five wealth management professionals committed to helping local communities design and implement customized investment strategies.
As one of a handful of advisory teams at Morgan Stanley that hold both the US Government Entity Specialist and Corporate Cash Investment Director titles, The Javaheri Group has been providing investment advisory services to Municipalities and Government Entities for 30+ years. As of 3/19/2025, The Javaheri Group advises more than $1.8 billion of Government Entity assets.
As portfolio managers, David Javaheri, CIMA, and Kirk McCaw, CFA, are directly responsible for all strategy recommendations and portfolio implementation. These strategies are managed through a philosophy focused on transparency, disciplined security selection and proactive risk management. Each client's Investment Policy Statement (IPS) serves as the foundation for all investment recommendations, strategy implementation and ongoing portfolio monitoring and reporting.
In addition, Morgan Stanley reviews each client's investment holdings and will report variances from their respective IPS, which may include:
- Permitted Investments – Allowed investments within broader asset class or specific securities & issuers
- Concentration Limitations – Maximum allocations to individual securities & asset classes
- Maturity Distribution – Maturity limitations for various account types
- Credit Rating – Credit ratings on fixed income securities & money market funds
Through the Javaheri Group and Morgan Stanley, our institutional clients have access to a dedicated team of professionals within an industry-leading financial services firm.
- Investment Advisory Services
- Legal & Compliance Oversight Provided by Morgan Stanley’s Government Entity Group
- Disciplined Portfolio Design & Strategy Implementation
- Portfolio Monitoring Provided by Clearwater Analytics
- Quality Trading Execution on an Agency Basis
- Third Party Custodian Providing all Custody Services & Transaction Reporting
- Custom Performance Reporting & Duration Oversight
- Dedicated and Experienced Team Available for all Client Service & Operational Needs
Awards and Recognition
As a Family Wealth Director, David utilizes firm tools, models and applications to deliver precisely tailored analyses of complex situations and scenarios to quantify the implications of taking various courses of action, helping you make clear and informed decisions.
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017-2025 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 2017-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Source: ft.com. Data compiled by Financial Times based on the following time periods:
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Awarded 2013; data as of 12/31/12
Location
Meet The Javaheri Group
About David Javaheri
“We are proud of the many distinctions the team has earned because they reflect the skills and commitment of our advisors and the quality of our work. But the real reward is the satisfaction of our clients – demonstrated by relationships that span two, three and even four generations.”
Dave’s commitment to his craft is highlighted through numerous recognitions from Forbes Best-In-State, Barron’s Top 1200, and Financial Times Top 400 Financial Advisors. He also achieved the advanced designation of Certified Investment Management Analyst (CIMA) from the Wharton School at the University of Pennsylvania.
Dave attended Castleton State College, earning degrees in both in Finance and Economics. Dave and his wife, Stephanie, currently live in Dover, MA with their three children. Outside of the office, he enjoys all things outdoors – mountain and road biking, hiking, snowboarding, surfing and skimboarding.
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017-2024 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 2017-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2013-2019 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by Financial Times based on the following time periods:
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Awarded 2013; data as of 12/31/12
NMLS#: 1278789
About Marni Friedman
A former Associate Athletic Director at Wellesley College, Marni loves sports, and all things winning. She adds her competitive nature to the Javaheri Team and always strives for success.
Marni is responsible to managing the Javaheri Team operations and administrative functions. She also connects with clients to provide them with the modern wealth management experience.
Outside of the office, Marni spends time with her husband and two young kids, coaching their sports teams and being a personal chauffer to their various activities. In the tiny bit of spare time that she has, Marni has a passion for food, both cooking and eating. She chronicles her food adventures through photography and is willing to travel any distance for a great food find.
About Kirk McCaw
He is responsible for overseeing the institutional and private client businesses and managing the accounts with daily trading. Kirk collaborates with David around the investment strategy and changes to portfolio positioning and investment vehicles. He leverages Morgan Stanley research as well as outside resources to enhance decision making.
After attending the Kelley School of Business at Indiana University in Bloomington, Indiana, Kirk began his career in financial services in Jacksonville, Florida. The year was 2004 and the Google IPO was looming, the housing market was on the rise, and times were good. Since then, he’s seen his share of turbulent markets and difficult economic environments.
Kirk met his wife in Jacksonville and moved to Boston in 2014, with a quick stop in the District of Columbia. Kirk is a family man and enjoys running after his boys and navigating their extracurricular activities on the weekends in Walpole, Massachusetts.
Kirk is a CFA® charterholder and a member of the CFA Society of Boston.
About Ian Wright
Ian is responsible for financial planning for the Javaheri Group. They say a goal without a plan is just a wish, and Ian is here to help clients put a plan in place for long term success.
Outside the office, Ian enjoys spending time with friends and family. You may find him at the beach or at the tennis courts in the summer, and at the ski mountain in the winter. He also enjoys traveling to experience different food and cultures around the world.
About Griffin Sarr-Regan
Griffin is responsible for the Javaheri Group administrative operations and acts as the initial point of contact for client inquires. He is always seeking to provide the highest level of client satisfaction and leverages his charismatic personality to cultivate trusting, long lasting relationships with clients. Griffin brings an impressive skill set to the team, as well as a value-driven approach and extensive client service and leadership experience.
On the weekends, you can find Griffin either spending time with friends and family, visiting Cape Cod, hiking in New Hampshire, or watching old Blockbuster movies. However, if there is a winter storm in the forecast, you are most likely to find Griffin snowboarding up North or out West. Griffin currently resides in his hometown of Bedford, MA.

Contact David Javaheri
Donor Advised Funds: A Smart Way to Manage Your Giving
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Investing
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- Trust Services
Mosaic
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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