The Kenilworth Group at Morgan Stanley

Howard Perkins is a Managing Director, Wealth Advisor and Senior Portfolio Management Director at Morgan Stanley. He has over 30 years of experience in finance and has been with the firm since 2009.

Howard focuses on creating customized wealth management strategies for clients with a particular emphasis on portfolio management. He leverages his experience of having managed investments through many market cycles and having learned the importance of having a long-term outlook when constructing individualized portfolios. Helping clients achieve their financial objectives and providing guidance through times of high volatility are his greatest strengths.

Howard began his career as Senior Vice President at Gilford Securities in 1984, before joining UBS as a Senior Vice President and Financial Advisor in 2003. He received a B.A. in English from the University of Colorado and earned a M.B.A. in Finance from Indiana University. In addition, he has been recognized by Forbes/SHOOK Best-in-State Wealth Advisors (2022, 2021, 2020, 2019, and 2018) and Financial Times Top Financial Advisors "FT 400" (2018, 2017, 2015, and 2014).

Howard has an immense passion for the French language and culture, which has led him to become fluent in French, and he is presently the head of a local chapter of a global organization dedicated to promoting the culture, traditions and food and wine of Burgundy, France. He enjoys playing sports and competing in running races and racket sports including tennis, squash and platform tennis. He has three adult children.

2014, 2015, 2017, 2018 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13

Marilyn Keyser is a Senior Vice President, Wealth Advisor and Senior Portfolio Management Director at Morgan Stanley. She has over 20 years of wealth management experience and has been with the firm since 2009.

At the Kenilworth Group, Marilyn helps clients create a comprehensive financial plan with an asset allocation that makes sense based on their needs and circumstances. She builds customized portfolios and creates tax efficient strategies, so her clients can keep more of what they earn and improve their after-tax return.

Prior to joining Morgan Stanley in 2009, Marilyn was a Vice President and Wealth Advisor at UBS Financial Services, Inc., where she started as a financial advisor in 1999. Marilyn received a B.S. in Finance from Fairfield University and earned an M.B.A. in Corporate Financial Management from Pace University. In addition, she has been recognized in Working Mother Magazine’s list of Top Wealth Advisor Moms (2021, 2020, 2019, 2018 and 2017), and Forbes/SHOOK Top Women Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America’s Top Women Wealth Advisors) (2024, 2023, 2022, 2021, 2020).

Active in her community, Marilyn has served as Co-President of the Greenwich High School Band Boosters Club, on the boards of Greenwich Adult Continuing Education and Children’s Day School, and as a Cub Scout Den Leader and Boy Scout Merit Badge Counselor. She likes to spend time traveling, hiking and participating in her book club. Marilyn lives in Greenwich, CT with her husband. They have two adult sons.

2017-2021 Working Mother Magazine & SHOOK Research’s Top Wealth Advisor Moms
Source: workingmother.com (Awarded October 2017-2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year the award was given.

2020-2024 Forbes America’s Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America’s Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in September of year prior to the issuance of the award. For more info: https://mgstn.ly/3fQYK3h

Mark Douglas Altman is an Executive Director, Financial Advisor, and Senior Portfolio Management Director.

Before turning his attention to providing financial advice to individuals and families in 2009, his career on Wall Street was spent analyzing equity securities and producing research for hedge funds, mutual funds, investment counselors, and state pension funds. He was a Managing Director at UBS Investment Bank where he headed the U.S. research department, one of the largest and most successful on Wall Street. At UBS he chaired the U.S. Investment Review Committee, and sat on the U.S. Equity Operating Committee, Americas Equity Business Committee, and Research Management Board. He was also a member the Equity Commitment Committee, which reviewed and approved the firm’s participation in public and private securities transactions. He was a top-ranked analyst (ranked by Institutional Investor Magazine, based on their survey of institutional investors) at PaineWebber and Merrill Lynch, where he held positions prior to UBS.
Mark has been quoted in numerous publications, including the Wall Street Journal, New York Times, and Fortune Magazine. He has been invited by public companies to speak at board of directors and senior management meetings, and has presented to Financial Executives International, a leading organization of CFOs and other senior financial professionals. In 2022, 2021, 2020 and 2019 he was named to Forbes Magazine’s list of America’s Top Wealth Advisors: State-by-State.

Mark and his wife Joan are patrons of the Second Stage Theater and The Manhattan Theater Club, both in New York City, and serve on the Leadership Council of the Wave Hill Public Garden and Cultural Center in the Bronx.

Mark holds a B.A. in Economics from University of Pennsylvania and an M.B.A. from the Amos Tuck School at Dartmouth College. He is an avid skier and tennis player.

2019-2022 AWARD WAS GIVEN Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Harry is a Financial Advisor and member of the Kenilworth Group at Morgan Stanley, which oversees $2 billion in client assets under management as of 1/1/2024. The Kenilworth Group was recognized as a Forbes Best-in-State team in 2023 and 2024.

Harry works with successful individuals and family offices to develop and implement tailored solutions for each client. Harry works closely with clients and their trusted advisors to prepare for life’s challenges, such as balancing education and retirement saving, planning for liquidity events, and implementing tax-efficient investment solutions.

Harry has 8 years of experience working with high-net-worth individuals and family offices to provide investment management, operational support and other tailored services. He believes that establishing a family’s values and mission are the core elements of building a successful legacy.

Prior to Morgan Stanley, Harry was an Analyst at Bridgewater Associates where he worked in the Family Office of the firm’s Founder and Chairman, Ray Dalio. He also held roles at Marsh & Mclennan and The Riverside Company. Harry earned a B.A. in Economics from Wake Forest University and holds the Series 7 and 66 licenses. He lives in New York City with his wife, Isabelle, and their daughter.



Disclaimers:
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. 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.

2023-2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (2023-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. For more info: https://mgstn.ly/3fQYK3h.

Karen Rosner is an Associate Vice President at Morgan Stanley, where she is a Certified Financial Planner (CFP^®), Senior Portfolio Manager, and Alternative Investments Director. With over 20 years of experience in finance, she joined Morgan Stanley in 2020, bringing a deep expertise in markets and wealth management.

Karen holds a Master of Science from MIT Sloan School of Management and a Bachelor of Science in Electrical Engineering from Rensselaer Polytechnic Institute. Prior to her role in wealth management, she worked at Merrill Lynch on the Debt Capital Markets Desk, overseeing debt issuance and derivative hedging strategies for corporations, government agencies, and foreign governments.

In addition to her professional responsibilities, Karen serves on the board of the MIT Sloan Club of New York and is part of the Duke University Book Club. Karen is a proud mom to three adult children and in her leisure time, Karen enjoys biking, hiking, golfing, playing tennis and happily resides in Westchester County, New York.

With 25 years of industry experience, Roya Ghavami, Portfolio Associate, started her career as a Trading Assistant on the Government Trading desk at Kidder, Peabody.  She then joined Prudential Securities as a Registered Sales Assistant and, subsequently, Financial Advisor.  After approximately four years at their Mt. Kisco branch, Roya moved to Prudential's corporate headquarters in New York City where she was as a supervisor at the National Client Center and subsequently a Training Consultant for the company's Branch Liaison department, where she was responsible for training new Operations Managers.  Prior to joining Morgan Stanley as a Senior Registered Client Service Associate in July 2007, Roya spent five years as a Supervisory Principal at Citicorp Investment Services' Office of Supervisory Jurisdiction.  Roya is a graduate of Brown University and holds the series 3, 7, 9, 10, 24, 63, and 65 securities licenses and a New York State Health and Life insurance license.

Taisha Palmer joined The Kenilworth Group in 2021 as a Wealth Management Associate.

Taisha began her career in the Financial Services Industry in October of 2018. She worked as a Portfolio Associate on a team in our neighboring Stamford office. Prior to Morgan Stanley, Taisha was a Finance Manager at Enterprise Holdings, where she spent 5 years.

Taisha is a graduate of Pennsylvania State University, earning a Bachelor of Science in Economics with a minor in Finance. She enjoys playtime with her 5-year-old daughter, track and field, and is a self-proclaimed food connoisseur.