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
  • Consolidated Reporting
  • Hedging Strategies
  • Risk Management
  • Pre-Liquidity Planning
  • Philanthropy Management
  • 10b5-(1) Programs
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 (taxable and tax free bonds), equities (domestic and international 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.

    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 place in us.

      Location

      1290 Avenue Of The Americas
      Fl 12
      New York, NY 10104
      US
      Direct:
      (212) 883-7777(212) 883-7777
      Toll-Free:
      (800) 995-4635(800) 995-4635

      Meet The Kadden Group

      About Me

      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 has had the honor of being named to Barron’s Top 1,200 Advisors in 2009, 2010, 2011, 2014 and 2015. He was also granted a Five Star Professional Wealth Manager Award in 2014. 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.
      Securities Agent: NJ, VA, SC, PA, NY, MI, ME, MA, IL, FL, DE, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 579913

      About Me

      A Morgan Stanley Financial Advisor since 2013, Will McKee 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. Prior to joining the Kadden Group, Will spent three years working as a Wealth Strategy Associate at UBS Financial Services, Inc.

      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. He and his wife, Catherine, live in New York City, and enjoy golf, travel, and other outdoor activities.
      Securities Agent: VA, TX, SC, PA, OH, NY, NJ, ME, MA, IL, FL, DE, DC, CT, CO, CA; General Securities Representative
      NMLS#: 1279215

      About Me

      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, golf, and great food.
      Investment and Market Perspectives

      On the Markets

      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.

      Managing Significant Wealth

      • Investment Management
      • Wealth Transfer & Philanthropy
      • Cash Management & Lending
      • Family Governance & Wealth Education
      • Signature Access
      • Business Services
      Overview of Wealth Planning Structures

      Overview of Wealth Planning Structures

      Trusts can help you effectively redistribute wealth among family members as the value of your company increases.

      Mosaic

      Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
      Make Your Words Memorable

      Make Your Words Memorable

      Master public speaking with savvy tips from the pros.

      More from Morgan Stanley

      Consolidate Your Cash at a Competitive Rate

      Consolidate Your Cash at a Competitive Rate

      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.
      Learn more about Consolidate Your Cash at a Competitive Rate
      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.
      Learn more about Morgan Stanley and Justin Rose: A Winning Team
      Your Financial World. On the Go.

      Your Financial World. On the Go.

      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.
      Learn more about Your Financial World. On the Go.
      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.
      Learn more about Access Morgan Stanley Online
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Reserved | Living & Giving

      Reserved | Living & Giving

      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
      Ready to start a conversation? Contact The Kadden Group today.
      Market Information Delayed 20 Minutes
      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