Edward Perkins
Managing Director, Wealth Management, Wealth Advisor, Senior Portfolio Management Director
Phone:
(914) 225-6658(914) 225-6658
The Kenilworth Group at Morgan Stanley
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
Our Story and Services
New and unforeseen events seem to come at us, rapid fire, from all directions, and often add complexity to what already is a challenging backdrop for investors. Our goal is to cut through that complexity and to offer sophisticated advice that reflects experience in multiple market and economic environments.
We are the Kenilworth Group at Morgan Stanley, recognized as #17 Best-In-State Wealth Management Team in New York by Forbes and Shook Research in January 2024 with $1.9B assets under management. Together, we have decades of experience helping investors meet their financial goals. We pride ourselves on transparency and clear communication. We think tactically and strategically, and we explain, in detail, how each piece of the investment puzzle fits into the whole.
Source:
Forbes Best-In-State Wealth Management Teams. Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22 For more info:
https://mgstn.ly/3fQYK3h
We are the Kenilworth Group at Morgan Stanley, recognized as #17 Best-In-State Wealth Management Team in New York by Forbes and Shook Research in January 2024 with $1.9B assets under management. Together, we have decades of experience helping investors meet their financial goals. We pride ourselves on transparency and clear communication. We think tactically and strategically, and we explain, in detail, how each piece of the investment puzzle fits into the whole.
Source:
Forbes Best-In-State Wealth Management Teams. Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22 For more info:
https://mgstn.ly/3fQYK3h
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
We use numerous tools to help implement customized plans.
Our discretionary strategies, offered through the Morgan Stanley Portfolio Group platform, range from portfolios featuring large-capitalization growth stocks with what we believe are attractive valuations, to portfolios in which we seek enhanced dividend yields and potential volatilities below that for the market.
In each strategy we select stocks using a combination of financial metrics, such as P/E ratio, free cash flow and balance sheet strength, as well as an evaluation of managements and the identification of catalysts. Analytical tools allow us to monitor industry concentrations and other portfolio characteristics, such as beta. Performance is measured real-time. We also construct bond ladders and other fixed income portfolios to compliment equity strategies and to help meet the individual income goals and risk preferences of our clients.
We are committed to customization and will work to ensure that your preferences are reflected in the composition of your portfolio. Tell us about a special tax issue and we’ll work with you and your tax adviser to help solve it. If there are stocks you’d like to avoid, for any reason, we’ll attempt to identify suitable substitutes.
Some of our clients prefer non-discretionary programs in which we help them structure portfolios, carefully evaluating their short- and long-term objectives and risk tolerance. We’ll look at asset correlations to balance potential returns against risk. Moreover, we often recommend, when it best suits the client, one or more outside managers that are selected for Morgan Stanley’s platform following rigorous analysis by the firm’s Consulting Group. We add our own overlay to manager evaluation by looking at historical returns, volatility, Sharpe ratios and other important metrics.
Our discretionary strategies, offered through the Morgan Stanley Portfolio Group platform, range from portfolios featuring large-capitalization growth stocks with what we believe are attractive valuations, to portfolios in which we seek enhanced dividend yields and potential volatilities below that for the market.
In each strategy we select stocks using a combination of financial metrics, such as P/E ratio, free cash flow and balance sheet strength, as well as an evaluation of managements and the identification of catalysts. Analytical tools allow us to monitor industry concentrations and other portfolio characteristics, such as beta. Performance is measured real-time. We also construct bond ladders and other fixed income portfolios to compliment equity strategies and to help meet the individual income goals and risk preferences of our clients.
We are committed to customization and will work to ensure that your preferences are reflected in the composition of your portfolio. Tell us about a special tax issue and we’ll work with you and your tax adviser to help solve it. If there are stocks you’d like to avoid, for any reason, we’ll attempt to identify suitable substitutes.
Some of our clients prefer non-discretionary programs in which we help them structure portfolios, carefully evaluating their short- and long-term objectives and risk tolerance. We’ll look at asset correlations to balance potential returns against risk. Moreover, we often recommend, when it best suits the client, one or more outside managers that are selected for Morgan Stanley’s platform following rigorous analysis by the firm’s Consulting Group. We add our own overlay to manager evaluation by looking at historical returns, volatility, Sharpe ratios and other important metrics.
In The Press
Mark Altman named to Forbes "Best-In-State" Wealth Advisors 2018-2024
Source: 2018-2024 Forbes Best-In- State Wealth Advisors. 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. For more info: https://mgstn.ly/3fQYK3h
Recognition LinkHoward Perkins named to Forbes "Best-In-State" Wealth Advisors 2018-2024
Source: 2018-2024 Forbes Best-In- State Wealth Advisors. 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. For more info: https://mgstn.ly/3fQYK3h
Recognition LinkMarilyn Keyser named to Forbes "Best-In-State" Wealth Advisors 2023-2024
SOURCE: FORBES.COM (AWARDED 2023-2024) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD CONCLUDING IN JUNE OF YEAR PRIOR TO THE ISSUANCE OF THE AWARD. For more info: https://mgstn.ly/3fQYK3h
Recognition LinkThe Kenilworth Group named to Forbes 2023 and 2024 "Best-In-State" Wealth Management Team
Source: Forbes Best-In-State Wealth Management Teams in New York, 2023 and 2024 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2023 and 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award. For more info: https://mgstn.ly/3fQYK3h
Recognition LinkMarilyn Keyser named to "Forbes Best-In-State Women Advisors 2022"
Source: Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State.Forbes.com (Awarded Feb 2022). Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.For more info: https://mgstn.ly/3fQYK3h
Recognition LinkAmerica's Top Women Advisors 2021
SOURCE: FORBES.COM (AWARDED MAR 2021) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 9/30/19 - 9/30/20. For more info: https://mgstn.ly/3fQYK3h
Recognition LinkMarilyn Keyser named to Working Mom's Top 500 -2021
Source: Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Workingmother.com (Awarded October 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21. For more info: https://mgstn.ly/3fQYK3h
Recognition LinkHoward Perkins named to Financial Times 2018 "Top Financial Advisors"
Source: Financial Times 400 Top Financial Advisors. FT.com (Awarded Mar 2018) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/17. For more info: https://mgstn.ly/3fQYK3h
Recognition LinkModern Wealth Tools
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2000 Westchester Ave 1nc
Purchase, NY 10577
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Direct:
(914) 225-4719(914) 225-4719
Meet The Kenilworth Group
Marilyn Keyser
Senior Vice President, Wealth Management, Wealth Advisor, Portfolio Management Director
Phone:
(914) 225-6754(914) 225-6754
Mark Douglas Altman
Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(914) 225-6740(914) 225-6740
Phone:
(914) 225-4833(914) 225-4833
Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Alternative Investments Director
Phone:
(914) 225-6724(914) 225-6724
Ari Vomvolakis
Senior Registered Client Services Associate
Phone:
(914) 225-4719(914) 225-4719
Roya Ghavami
Vice President, Wealth Management Associate
Phone:
(914) 225-9945(914) 225-9945
Taisha Palmer
Assistant Vice President, Wealth Management Associate
Phone:
(914) 225-0622(914) 225-0622
About Edward Perkins
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
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
Securities Agent: DE, CO, WI, TN, MT, KS, ID, RI, OH, NY, NE, GA, CT, WA, NH, WY, VT, SD, NJ, MS, MD, LA, DC, UT, SC, PR, ND, CA, PA, NC, MN, MI, MA, KY, IN, IA, WV, VA, OK, NV, MO, FL, AR, AL, OR, ME, AZ, TX, NM, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1268400
NMLS#: 1268400
About Marilyn Keyser
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
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
Securities Agent: DE, MI, WV, OR, WI, SC, PR, IL, VA, AZ, RI, MO, MN, KS, FL, AL, WA, VT, OH, NH, ME, LA, KY, IN, DC, UT, NV, MD, GA, CT, MA, ID, TX, NY, NJ, MT, CO, CA, TN, PA, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1270194
NMLS#: 1270194
About Mark Douglas Altman
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.
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.
Securities Agent: MS, CA, OR, NC, FL, WI, VT, TX, NM, MI, ME, SC, OK, MO, MN, MA, IA, GA, VA, TN, SD, PR, PA, NV, AZ, AR, WY, RI, ID, CO, OH, ND, MT, DE, CT, WV, NE, LA, WA, NY, IN, IL, AL, NH, MD, KS, DC, KY, UT, NJ; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1347365
NMLS#: 1347365
About Harry Perkins
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.
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.
Securities Agent: IA, KY, WY, MI, LA, DC, CT, WI, NV, NE, MT, MD, MA, KS, IL, AL, TX, TN, ID, DE, CA, WA, RI, NM, MN, CO, AR, SD, MS, ME, FL, NY, NJ, SC, GA, WV, VT, PR, PA, OR, OK, NH, MO, AZ, VA, OH, NC, IN, UT, ND; General Securities Representative; Investment Advisor Representative
NMLS#: 2264051
NMLS#: 2264051
About Karen Rosner
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.
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.
Securities Agent: GA, MD, LA, IN, WI, NH, ME, TN, FL, CA, WA, SC, OH, MN, MA, IL, DE, WV, TX, OR, NY, MS, AZ, UT, PA, NC, ID, VA, RI, MT, MI, KS, DC, CT, NJ, KY, CO, VT, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1492331
NMLS#: 1492331
About Roya Ghavami
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.
About Taisha Palmer
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.
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.
Contact Edward Perkins
Contact Marilyn Keyser
Contact Mark Douglas Altman
Contact Harry Perkins
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Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Kenilworth Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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 legal matters.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8When 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. Individuals 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.
9An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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 legal matters.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8When 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. Individuals 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.
9An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
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)
