Harvey B. Kadden
Managing Director, Private Wealth Management, Private Wealth Advisor, Lending Specialist, Alternative Investments Director
Phone:
(212) 883-7777(212) 883-7777
The Kadden Group at Morgan Stanley
Direct:
(212) 883-7777(212) 883-7777
Toll-Free:
(800) 995-4635(800) 995-4635
Our Mission Statement
Combining our experience with the resources of Morgan Stanley, we help families protect and enhance their wealth so they can support the people, causes and institutions that add value to their lives.
Our Story and Services
For over three decades, The Kadden Group has worked alongside sophisticated high-net worth entrepreneurs, executives, and professionals, as well their families, foundations, and institutions to meet their financial and legacy planning objectives. Combining our own experience and perspective with the vast resources of a global financial services firm, we take a holistic approach that covers virtually every aspect of our clients financial life: risk management, liabilities, trusts and estate structures, and even lifestyle management issues. Our goal is to help preserve and grow your financial, family, and social capital so that it can have the greatest positive impact today and for generations to come. We look forward to learning more about you and your family and discussing the resources we can place at your disposal.
Services Include
- Investment Management
- Manager Selection
- Comprehensive Wealth Planning
- Retirement & Pension Plans
- Cash Management and Lending ProductsFootnote1
- Consolidated Reporting
- Hedging Strategies
- Risk Management
- Pre-Liquidity Planning
- Philanthropy Management
- 10b5-(1) Programs
- Alternative InvestmentsFootnote2
- Fixed IncomeFootnote3
- Estate Planning StrategiesFootnote4
- Endowments and FoundationsFootnote5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Philosophy
At The Kadden Group, our investment process is centered on a clear understanding of our clients’ long and short-term financial goals. Incorporating a clear awareness of our clients’ tolerance for risk, we create well diversified investment portfolios. These allocations typically include fixed income, equities, and alternative investments (including, but not limited to hedge funds, fund-of-funds, private equity and real estate typically through REITs and Private Equity). Our principal objective for client portfolios is to grow the invested principal over time with risk parameters that are acceptable to our individual clients.
Our Clients
Our clients are high-net worth individuals and families who expect a high standard of excellence from their advisors. Though our clients have various professional backgrounds, they are all sophisticated investors who rely on us for idea generation across global markets. We value each relationship and strive to reward the trust our clients have placed in us.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 883-7777(212) 883-7777
Toll-Free:
(800) 995-4635(800) 995-4635
Meet The Kadden Group
Executive Director, Wealth Management, Financial Advisor, Lending Specialist, Family Wealth Director, Senior Portfolio Manager
Phone:
(212) 492-6704(212) 492-6704
Daniel Kadden
Vice President, Wealth Management, Financial Advisor
Phone:
(212) 551-7226(212) 551-7226
Molly Ladd
Assistant Vice President
Phone:
(212) 883-7797(212) 883-7797
Lauren Petrone
Assistant Vice President, Portfolio Associate
Phone:
(212) 893-7697(212) 893-7697
About Harvey B. Kadden
Drawing on over three decades of experience in the financial services industry, Harvey Kadden orchestrates the team’s efforts to provide highly customized wealth management plans to high net worth families and select institutions. Harvey offers a global view of the markets based on his analysis of the macro interest rate and global financial health environments as they relate to the global fixed income and equity markets. These insights help to guide his clients in the creation of customized investment strategies.
Harvey began his career as an Annuity Specialist at Dreyfus before joining Merrill Lynch & Co in 1981 in the same capacity. He entered the Financial Advisor training program at Merrill Lynch in 1983, and later became a Managing Director. He joined Morgan Stanley Private Wealth as a Managing Director in 2011.
Harvey most recently has had the honor of being named to the Barron's Top 1,200 Financial Advisors: State-by-State ranking in 2023 and 2024. He was also named to the 2023 Forbes Best-In-State Wealth Advisors ranking.
Harvey resides in Long Island with his wife Freddi and they have three sons: Zachary, Joshua, and Daniel. Harvey is very active in various charities and sits on the board of his country club. In his free time he enjoys golf, travel, and spending time with his family, friends, and clients.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2024) Data compiled by Barron's based on time period from Sept 2022 - Sept 2023. Awards Disclosures
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2023) Data compiled by Barron's based on time period from Sept 2021 - Sept 2022. Awards Disclosures
Forbes Best-In-State Wealth Advisors ranking
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21-6/30/22. Award Disclosures
Harvey began his career as an Annuity Specialist at Dreyfus before joining Merrill Lynch & Co in 1981 in the same capacity. He entered the Financial Advisor training program at Merrill Lynch in 1983, and later became a Managing Director. He joined Morgan Stanley Private Wealth as a Managing Director in 2011.
Harvey most recently has had the honor of being named to the Barron's Top 1,200 Financial Advisors: State-by-State ranking in 2023 and 2024. He was also named to the 2023 Forbes Best-In-State Wealth Advisors ranking.
Harvey resides in Long Island with his wife Freddi and they have three sons: Zachary, Joshua, and Daniel. Harvey is very active in various charities and sits on the board of his country club. In his free time he enjoys golf, travel, and spending time with his family, friends, and clients.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2024) Data compiled by Barron's based on time period from Sept 2022 - Sept 2023. Awards Disclosures
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2023) Data compiled by Barron's based on time period from Sept 2021 - Sept 2022. Awards Disclosures
Forbes Best-In-State Wealth Advisors ranking
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21-6/30/22. Award Disclosures
Securities Agent: VA, MA, WI, WA, OR, NJ, DC, UT, NY, IL, NV, ME, MD, FL, CT, PA, NH, CA, TX, NE, NC, ID, GA, RI, OH, DE, CO, MI, LA, VT, SC; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 579913
NMLS#: 579913
About William McKee
Will joined Morgan Stanley in 2013 after beginning his career as a Wealth Strategy Associate at UBS Financial Services, Inc. As a Financial Advisor, Will collaborates with the team’s clients to develop and implement highly customized wealth management plans based on their needs, goals and challenges. This includes working with clients to create unique investment strategies that draw upon Morgan Stanley’s capital markets and investment resources, and providing access to lending and cash management services.
Will was awarded the Morgan Stanley’s Family Wealth Director title that is reserved for a select group of Financial Advisors serving High Net Worth clients. He has also successfully attained the Lending Specialist Designation at Morgan Stanley to better assist clients and evaluate their liquidity needs as part of their larger financial goals. In addition, Will was named to Forbes Magazine’s List of Best-in-State Next-Gen Wealth Advisors in 2022 and most recently to the Best-In-State Wealth Advisors for 2023.
A member of Duke University’s 2010 National Champion Lacrosse Team, Will graduated with a B.S. in Economics. He remains actively involved in the sport, coaching youth lacrosse. Outside of the office, Will enjoys golf, travel, outdoor activities and spending time with his sons Brooks and Miller and wife Catherine.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
Will was awarded the Morgan Stanley’s Family Wealth Director title that is reserved for a select group of Financial Advisors serving High Net Worth clients. He has also successfully attained the Lending Specialist Designation at Morgan Stanley to better assist clients and evaluate their liquidity needs as part of their larger financial goals. In addition, Will was named to Forbes Magazine’s List of Best-in-State Next-Gen Wealth Advisors in 2022 and most recently to the Best-In-State Wealth Advisors for 2023.
A member of Duke University’s 2010 National Champion Lacrosse Team, Will graduated with a B.S. in Economics. He remains actively involved in the sport, coaching youth lacrosse. Outside of the office, Will enjoys golf, travel, outdoor activities and spending time with his sons Brooks and Miller and wife Catherine.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
Securities Agent: OR, ME, VA, TX, IL, FL, RI, NY, GA, DC, NV, VT, TN, NE, CA, UT, SC, PA, DE, NC, NH, MO, WI, NJ, MI, ID, WA, MA, LA, CT, CO, OH, MD, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1279215
NMLS#: 1279215
About Daniel Kadden
As a Financial Advisor at Morgan Stanley, Daniel Kadden is committed to working with clients to develop comprehensive tailored plans that meet their short and long term goals. Before joining the Kadden Group, Daniel spent two years working within Morgan Stanley’s Home Office. Drawing on this experience, Daniel incorporates Morgan Stanley’s extensive resources into the solutions provided to The Kadden Group’s clients, including investment solutions, liability management, estate planning, and financial planning.
Daniel graduated from the University of Michigan with a BA in Economics. He currently lives in New York City and enjoys golf, reading, and travel. Daniel is the Co-Chair of the Rising Leadership Committee at F.A.R.E (Food Allergy Research and Education) where he works to raise awareness and resources for those impacted by food allergies. Daniel is also involved with Supplies for Success, where he helps fill and distribute fully packed backpacks with school supplies to underprivileged children in the local area.
Daniel graduated from the University of Michigan with a BA in Economics. He currently lives in New York City and enjoys golf, reading, and travel. Daniel is the Co-Chair of the Rising Leadership Committee at F.A.R.E (Food Allergy Research and Education) where he works to raise awareness and resources for those impacted by food allergies. Daniel is also involved with Supplies for Success, where he helps fill and distribute fully packed backpacks with school supplies to underprivileged children in the local area.
Securities Agent: NV, FL, RI, ME, WA, NY, IL, NJ, DE, DC, CA, WI, NH, MA, CT, VT, LA, SC, PA, NE, NC, MI, MD, VA, OH, CO, UT, TX, OR, ID, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1913306
NMLS#: 1913306
About Molly Ladd
Molly Ladd works alongside the team's advisors to help create an exceptional service experience for their clients. Molly joined the Kadden Group in 2017 after two years as a Registered Client Service Associate with UBS Financial Services, Inc. Before beginning her financial services career, she spent five years working as a Project Manager for the international nonprofit Covenant House and as an Executive Assistant. Molly Graduated from Georgetown University in 2010 with a B.A. in Philosophy and French. She lives in New York City and enjoys volunteer work, running, art, and great food.
About Lauren Petrone
Lauren provides day-to-day support with client requests, performance reporting, account opening, and all other service-related items. She is Series 7, 9, 10 and 66 licensed.
Prior to joining the team, Lauren served as a Business Service Officer in the Morgan Stanley Midtown Manhattan Complex where she was responsible for overseeing approximately 30 service professionals and supervised all service and business functions in the complex.
Lauren received a Bachelor of Science degree from Penn State University, majoring in Marketing with a Concentration in Finance. Lauren volunteers as a mentor for Smeal College of Business, where she provides career development, professional guidance, and assistance with the navigation of professional environment for current students.
Lauren loves to travel, run marathons, and ski in her free time.
Prior to joining the team, Lauren served as a Business Service Officer in the Morgan Stanley Midtown Manhattan Complex where she was responsible for overseeing approximately 30 service professionals and supervised all service and business functions in the complex.
Lauren received a Bachelor of Science degree from Penn State University, majoring in Marketing with a Concentration in Finance. Lauren volunteers as a mentor for Smeal College of Business, where she provides career development, professional guidance, and assistance with the navigation of professional environment for current students.
Lauren loves to travel, run marathons, and ski in her free time.
Securities Agent: PA, PR, CO, MA, LA, KY, VI, TN, OH, SC, OR, HI, NY, WV, WY, WI, WA, VT, VA, UT, TX, SD, RI, NV, MN, GA, OK, FL, NM, ND, MS, MO, NE, ME, MI, MT, MD, NH, NJ, KS, NC, IL, ID, IA, AR, AL, DE, DC, CT, CA, AZ, AK, IN; BM/Supervisor; General Securities Representative; Investment Advisor Representative
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1Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Morgan 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.
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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
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
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Morgan 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.
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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
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)
