The Kelliher Corbett Group at Morgan Stanley

Steve founded the group in 1992. He oversees all aspects of investment strategy and investment management. As the group’s Senior Portfolio Management Director, Steve is responsible for both the strategic oversight and day-to-day management of client assets.

Steve has been named by Barron’s Magazine as one of America’s Top 1,200 Financial Advisors ten times (2014-2019, 2021-2024). Steve’s group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s three times (2022-2024).

Prior to joining Morgan Stanley in May 2007, Steve spent fifteen years in a similar capacity at Smith Barney. Before joining Smith Barney in 1992. He spent six years in the technology industry working in Product Management; first at Wang Laboratories and then at Motorola. Mr. Kelliher is a graduate of Providence College and holds a Bachelor of Science in Business. His post-graduate experience includes extensive study at Bentley College’s McCallum Graduate School of Business.


Disclosures
2022, 2023, 2024 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2022, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

2014-2019, 2021-2024 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 2014-2019, 2021-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Jack provides asset allocation and portfolio management for endowment, pensions, and other fiduciary clients, including nonprofit organizations. He has more than 30 years of experience as a portfolio manager and financial advisor. Jack's group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s three times (2022-2024).

Jack spent 11 years with Smith Barney, a Morgan Stanley predecessor firm. He joined Stephen Kelliher in 2007 to form the Kelliher Corbett Group. The Group’s focus is on institutional and nonprofit clients. He is a regular speaker at events and conferences for nonprofit organizations.

Jack studied finance and computer science at the University of Massachusetts at Amherst and graduated in 1988. He joined the Economics department at Harvard University as a teaching assistant and was subsequently hired by the Harvard Management Company which is responsible for the University’s endowment. Jack has earned his Certified Portfolio Manager designation.

Jack is passionate about serving the nonprofit community both personally and as an advisor. He currently is on the Board of Directors at the Boys and Girls Clubs of Dorchester and previously served as a Board member of the Beth Israel Deaconess Hospital Foundation in Plymouth. Jack served on the Town of Duxbury Finance Committee.


Disclosures:
Asset Allocation does not assure a profit or protect against loss in declining financial markets.

2022, 2023, 2024 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2022, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

Joe oversees all aspects of plan advisory services – design, investment management, employee communications, and operational and regulatory issues. He advises clients on the selection, implementation and monitoring of plan service providers and investment options, as well as developing plans’ education strategies.

Joe brings 30 years of experience and commitment to his work in Qualified Plan management. A frequent public speaker on a range of investment and ERISA-related topics, his technical background plays an integral role in the development of the group’s corporate retirement plan business.

Joe earned a B.A. in Economics from Stonehill College and has continued his education for many years. He earned a Chartered Retirement Plans Specialist™ (CRPS^®) designation from the College for Financial Planning and a Qualified Plan Financial Consultant (QPFC^®) designation.

Joe has been named one of the nation’s “Top Retirement Advisers” in PLANSPONSOR magazine’s annual survey from 2004-2023. The Financial Times recognized Joe in 2017 & 2018 as one of America’s “Top 401 Retirement Advisors.” He was a founding member of the National Retirement Advisor Council, and has served in a leadership role for the National Association of Plan Advisors (NAPA). Joe's group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s three times (2022-2024).

Joe lives in Lakeville, MA with his wife and three adult children. He is a committed endurance athlete, completing multiple century-distance cycling events, a half-ironman triathlon, and the Boston marathon in 2016. He is a private pilot, working on his instrument rating.


Disclosures:
2004-2023 PLANSPONSOR Top Retirement Advisors (formerly referred to as Top 100 Retirement Advisors)
Source: planadviser.com (May 2004-2023) awarded in May 2004-2023. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb of the year in which the award was given. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Ratings are based on the opinion of ISS Media and may not be representative of any one client’s experience nor indicative of the financial advisor’s future performance.
2017-2018 Financial Times 401 Top Retirement Advisors Source: ft.com Financial Times 401 Top Retirement Advisors ranking awarded in Awarded 2018; data 12/31/15 - 12/31/17; Awarded 2017; data 12/31/14 - 12/31/16. Each ranking was determined based on an evaluation process conducted by the Financial Times during the periods indicated below. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Ratings are based on the opinion of the Financial Times and may not be representative of any one client’s experience nor indicative of the financial advisor’s future performance. For more on methodology please go to www.ft.com/reports.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
2022, 2023, 2024 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2022, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

Bennett oversees all aspects of the Group’s retirement plan advisory services, including fiduciary governance, plan design, investment selection and oversight, and employee engagement. He advises clients on vendor selection, conversions, and ongoing operational issues.

Bennett has more than 30 years of experience supporting retirement plan sponsors. He joined the Group in 2000. Previously, he was the northeast Regional 401(k) Director for Putnam Investments.

Bennett has earned a variety of professional designations, including Senior Institutional Consultant, Corporate Retirement Plan Director, and Financial Wellness Director.

His group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s three times (2022-2024).

He lives with his wife in Acton, MA. They have two adult-age children, both avid rowers. Bennett enjoys sailing, boating, hiking, mountain biking, and most of all, skiing. He frequently volunteers and served as co-chair of the Acton Congregation Church's Youth Committee for over 10 years.


Disclosures:
2022, 2023, 2024 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2022, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

Bruce works with individual investors to provide comprehensive investment planning, with a primary concentration on retirement strategies.

Bruce has more than 37 years of investment experience as a Financial Advisor with Morgan Stanley or a predecessor firm. His past experience as a Branch Manager enhances his knowledge of all aspects of Wealth Management. Bruce's group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s three times (2022-2024).

Bruce received his undergraduate degree from Colby College, Waterville, Maine and his MBA from the Johnson School at Cornell University.

Bruce lives in Hingham, MA and works with clients from 26 different states. In his free time he participates in a number of animal rescue groups, fostering dogs for eventual adoption.

Disclosures:
2022, 2023, 2024 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2022, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

Ryan works closely with individual investors and families, helping them identify their goals, and creating and implementing plans to help reach them. He provides comprehensive retirement planning, with a focus on Social Security strategies, tax mitigation and investment management.

Ryan earned a Bachelor of Science in Finance from Bentley University in Waltham, MA. There, he was an active member of Bentley’s Investment Group, which is responsible for managing a portion of Bentley’s endowment.

To further enhance his ability to help clients reach their goals, he has since earned both the Chartered Financial Analyst and Certified Financial Planner designations. Ryan's group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s three times (2022-2024).

Ryan lives in Duxbury, MA with his wife and daughter. In his spare time, he enjoys golfing and woodworking.

Disclosures:
2022, 2023, 2024 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2022, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

Matthew works with individuals and families to provide comprehensive investment and retirement planning, assisting them in identifying their unique goals and creating a plan to achieve them. Mathew also focuses on the institutional retirement space, working with plan sponsors to create and manage their workplace retirement plans.

Matthew joined The Kelliher Corbett Group in 2015, working as an Investment Analyst through early 2022. He is a graduate of Providence College with a Bachelor of Science degree in Finance and a minor in Economics. He received the prestigious Chartered Financial Analyst (CFA^®) designation in 2018.
Matt's group has been named one of the Nation’s Top 100 Institutional Consulting Teams by Barron’s three times (2022-2024).

Matthew resides in Plymouth, MA with his wife, daughter, and dog. Matthew enjoys spending time with family and friends at home as well as visiting Cape Cod. He is an avid golfer, enjoys hiking, and traveling to new destinations. One of his lifetime goals is to visit every national park in the United States.

Disclosures:
2022, 2023, 2024 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2022, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

Gregory J. Bryant
Assistant Vice President
Business Development Director
Corporate Client Group

Greg works with fiduciaries to help implement and manage retirement programs. As the daily contact for institutional and corporate clients, he supports our clients in communication, plan implementation, plan administration, and fiduciary education.

Greg brings more than 25 years of industry experience to his role as the team’s Corporate Relationship Manager. Prior to joining the Kelliher Corbett Group, Greg was a client relationship manager at Fidelity Investments.

Greg lives in Plymouth with his wife and son. He is an avid runner and has coached for many of his son’s sports teams.

Jeff specializes in marketing, communications, and business development at the Kelliher Corbett Group. In his role, he directs educational workshops and events for clients and prospects, while also managing the group's websites and professional social media outlets. With over ten years of industry experience, Jeff joined the team in early 2020 from Eaton Vance, now a wholly-owned subsidiary of Morgan Stanley, where he served as an Institutional Client Analyst.

Jeff holds an MBA in Business Analytics from the University of Massachusetts and a bachelor’s degree in Entrepreneurship and Marketing from the University of Rhode Island. He furthered his education by studying Global Business Management at Macquarie University in Sydney, Australia, broadening his perspective on international markets and business strategies.

Residing in Milton, MA, with his wife, daughter, and son, Jeff has a passion for supporting his community and enjoying the outdoors. He has completed multiple 26.2-mile Jimmy Fund Boston Marathon walks, serving as team captain for several years, and five Best Buddies 100-mile bike rides from Boston to Cape Cod, raising funds for both foundations' causes. An outdoor enthusiast, Jeff enjoys family time on Cape Cod, skiing, running, and hiking, and is currently working towards hiking the 48 4,000-foot mountains in New Hampshire.

Nicholas S. Pulli
Portfolio Management Associate

Nick partners with the Kelliher Corbett Group's portfolio management team and financial advisors to build and deliver custom client reports. Nick joined the team in 2022, from Morgan Stanley’s Wealth Advisory Associate (WAA) program where he focused on leveraging Morgan Stanley’s modern wealth management resources to understand each client’s unique objectives and develop a strategy to achieve those goals. 

Nick graduated from Boston College in 2019 with a degree in Finance. Outside of work, Nick enjoys golfing in the spring and summer, as well as hockey and snowboarding in the winter. Nick is an avid sports fan, with his roots tied to all things Buffalo. In addition, after losing his grandmother to Alzheimer’s, Nick donates his time to raising awareness and funds to find a cure to the cognitive disease.

Liam joined the Kelliher Corbett Group in 2023 as a Client Relationship Analyst.

Liam is a graduate of Lynn University with a BS in Investment Management with a minor in Marketing. His passion for client relations developed during college while working as a Project Manager for a luxury design and construction company.

A Jersey Shore native, Liam is new to the Boston area and is enjoying exploring the city. Outside of work, Liam spends his time golfing, snowboarding, and keeping fit. He is a car enthusiast and enjoys playing baseball and softball, surfing, and traveling.

Alicia’s primary responsibilities include handling wire transfers, issuing checks, providing stock quotes, maintaining client records, credit and debit card support, assisting with online access, account maintenance and establishment of new accounts.

She has more than 19 years of industry experience.

Lori joined the Kelliher Corbett Group at Morgan Stanley in 2023 as a Client Service Associate. Her responsibilities include interacting with clients to execute account openings and funds management, maintaining client records, and performing administrative duties. Lori is a graduate of Bates College with a BA in Economics. She enjoys spending time with her two adult children and their families.