Joseph Castagnola, CIMA®, CFP®
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(858) 729-5055(858) 729-5055
Morgan Stanley Private Wealth Management
The La Jolla Cove Group
Our Mission Statement
Given their exceptional nature, The La Jolla Cove Group’s clientele demands an exceptional team to serve them. Our mission is to transcend traditional wealth advisory and include legacy and philanthropic planning, wellness, concierge, and a host of other unique and customized products and services so that our executives, entrepreneurs, and their beneficiaries can focus on what is most important: their passions and their families.
Our Story and Services
Our clients are different. Many are titans of their industry, each contributing in their own way to the pace of change in the world. They need a team that can operate right alongside them.
• supporting them and their families every step of the way
• providing unwavering guidance through life's pivotal moments
• anticipating the many complexities that extraordinary wealth brings
• giving them time to follow their own unique interests and passions
We are a team of seven professionals with a history of providing white-glove service to a handful of the most accomplished executives and entrepreneurs. We provide access to the finest in thought leadership, tailored investment management, concentrated stock management, trust and estate planning, liability management, plus a host of family office resources. Our multi-generational approach is based on your family’s unique goals. Like any concierge our own goal is to make your life as meaningful and enjoyable as you hope to make it. We look forward to meeting you and to hearing your story.
• supporting them and their families every step of the way
• providing unwavering guidance through life's pivotal moments
• anticipating the many complexities that extraordinary wealth brings
• giving them time to follow their own unique interests and passions
We are a team of seven professionals with a history of providing white-glove service to a handful of the most accomplished executives and entrepreneurs. We provide access to the finest in thought leadership, tailored investment management, concentrated stock management, trust and estate planning, liability management, plus a host of family office resources. Our multi-generational approach is based on your family’s unique goals. Like any concierge our own goal is to make your life as meaningful and enjoyable as you hope to make it. We look forward to meeting you and to hearing your story.
Capabilities
- Single Family Office Services
- Comprehensive Wealth Management
- Comprehensive Wealth Planning
- Estate Planning StrategiesFootnote1
- Cash Management & LendingFootnote2
- Equity Compensation
- Pre-liquidity Planning
- 10b5-(1) Programs
- Hedging Strategies
- Risk Management
- Portfolio Management
- Private Investments
- Philanthropy Management
- Family Governance & Wealth Education
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
The foundation for everything we do is trust and alignment of client interests with our own. We live by our own advice and invest alongside our clients. We value our clients' input and encourage collaboration in all steps of our process. Our approach to wealth management includes wealth preservation, maintaining and enhancing lifestyle, and creating a legacy. Each relationship begins with a deep dive into a client's balance sheet, lifestyle, goals, and aspirations. We strive to have a strong understanding of a client's objectives and concerns, while our top priority remains making life easier and alleviating what keeps clients up at night.
We serve a diverse group of ultra-high net worth clients with complex financial needs. Our clients are multi-generational and spread across the United States.
• Corporate executives
• Entrepreneurs & founders
• Single family offices
• Investment professionals
• High-net worth individuals & families
Our client's wealth generation has occurred in the following sectors (alphabetical): biotechnology, communications, cybersecurity, defense, financial services, health & wellness, hedge funds, industrials, medical technology, private equity, professional sports, real estate, retail, and software. Our account target is $50mm+ with a minimum account size of $25mm+. Exceptions can be made with a clear path to meet the minimum.
Location
1111 Prospect Street
La Jolla, CA 92037
US
Direct:
(858) 729-5055(858) 729-5055
Meet The La Jolla Cove Group
William Bonelli
Executive Director, Private Wealth Management, Private Wealth Advisor, Portfolio Manager, Lending Specialist
Phone:
(858) 729-5041(858) 729-5041
Nicholas Moore
Senior Vice President, Private Wealth Advisor, Family Wealth Director
Phone:
(858) 729-5052(858) 729-5052
Jackson Volle, CFA
Vice President, Private Wealth Management Analyst
Phone:
(858) 729-5045(858) 729-5045
Mignon De La Torre
Portfolio Associate
Phone:
(858) 729-5015(858) 729-5015
Angie Burrows
Portfolio Associate
Phone:
(858) 729-5088(858) 729-5088
Chrisanna Northrup
Assistant Vice President, Private Wealth Management Associate
Phone:
(858) 729-5048(858) 729-5048
About Joseph Castagnola
Joseph received his M.B.A. in finance from San Diego State University and his B.A. from the University of California at Davis and holds both the Certified Investment Management Analyst® (CIMA®) designation and the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Joseph is a trustee on the UC Davis Foundation Board and serves on the Finance and Investment Committee. He is also a member of the UC Davis Athletics Board. Joseph is a Centurion Member of the Century Club, a 501c3 charitable organization organized to administer and promote San Diego’s annual PGA TOUR golf tournament. The annual net earnings of the corporation are used solely for charitable purposes, with a focus on San Diego at-risk youth.
Securities Agent: KY, DC, NH, FL, PA, MD, SD, KS, NE, WA, WI, GA, UT, HI, NM, NY, MA, LA, NV, WY, MT, MO, MI, NC, NJ, ID, VA, OH, MN, TX, TN, OK, OR, AZ, AL, IL, CA, CO, CT, DE, SC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 637400
NMLS#: 637400
About William Bonelli
Billy joined Morgan Stanley in 2003 after graduating from the University of Colorado at Boulder with a degree in Political Science. Over his 20 years at Morgan Stanley, he has held positions in Branch and Regional Management focusing on his individual clients as a Financial Advisor since 2009. Billy has earned the designations of Lending Specialist and Portfolio Manager. Billy is currently the Chairman of Mission Bay Youth Field Association focused on the improvement of both youth recreation facilities and youth sport organizations for his local San Diego community.
Securities Agent: TN, AZ, WA, ME, FL, CT, MT, NJ, MI, KS, IL, HI, DE, CA, KY, PA, OR, NY, MA, WY, OK, LA, ID, AL, VA, MD, SD, GA, TX, CO, WI, UT, PR, OH, NV, MN; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1265091
CA Insurance License #: 0E22701
NMLS#: 1265091
CA Insurance License #: 0E22701
About Nicholas Moore
Nick Moore brings over 20 years of global trading experience and more than a decade of private wealth management expertise to his role as a Private Wealth Advisor at Morgan Stanley in La Jolla. Before joining Morgan Stanley, Nick spent two decades as a proprietary trader and partner in the global futures markets, working in Chicago, Frankfurt, London and Milan, where he developed deep insight into capital markets and risk management. Today, Nick applies that same institutional discipline to help clients protect wealth, seize opportunities, and build lasting legacies. As a Family Wealth Director, a distinction earned by fewer than 6% of Morgan Stanley advisors, he specializes in addressing the complex needs of multigenerational families, from managing concentrated stock and estate planning strategies, philanthropy, and next-generation education.
Nick prides himself on building genuine, long-term relationships with clients, listening carefully to understand each family’s unique goals before designing thoughtful, customized solutions. A graduate of the University of California, Davis, with a degree in Agricultural and Managerial Economics, Nick lives in San Diego with his wife and two children. Outside of work, he enjoys spending time with his family, supporting his kids’ sports and playing golf.
Nick prides himself on building genuine, long-term relationships with clients, listening carefully to understand each family’s unique goals before designing thoughtful, customized solutions. A graduate of the University of California, Davis, with a degree in Agricultural and Managerial Economics, Nick lives in San Diego with his wife and two children. Outside of work, he enjoys spending time with his family, supporting his kids’ sports and playing golf.
Securities Agent: MD, WY, SC, LA, DC, AZ, OR, OK, TX, OH, NY, PA, NV, NM, WA, VA, CA, MN, NJ, MA, SD, AL, KY, TN, IL, DE, KS, MT, HI, MO, GA, WI, NH, NC, CT, NE, UT, FL, ID, MI, CO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1370652
NMLS#: 1370652
About Jackson Volle
Jackson is a Private Wealth Analyst with The Jolla Cove Group at Morgan Stanley. He began his career in 2016 in equity research at Merrill before joining Morgan Stanley in 2019 to help establish what has become one of the firm’s leading multi-family office advisory teams. His responsibilities span relationship management, investment research, portfolio management, balance sheet optimization, and comprehensive financial planning. Jackson earned a Bachelor of Arts in Economics from Amherst College, where he played collegiate baseball. He is a Chartered Financial Analyst (CFA®) and an active member of the CFA Society of San Diego. He resides in Crown Point with his wife, Vanessa, and enjoys surfing, golfing, snowboarding, and supporting the San Diego Padres.
Securities Agent: AL, LA, HI, GA, MD, OR, OK, AZ, TN, SC, NV, MT, MN, ID, CA, NJ, NE, NC, MI, WI, WA, NM, WY, MA, CO, UT, OH, KS, DC, CT, TX, PA, NY, MO, KY, IL, FL, VA, SD, NH, DE; General Securities Representative; Investment Advisor Representative
About Mignon De La Torre
With over 20 years of experience in the financial industry, Mignon manages client relationships and oversees daily transactional trading, operational and administrative duties. She began her career with Morgan Stanley in 2004 in El Paso, Texas, after earning a BBA from University of Texas San Antonio and an MBA from University of Texas El Paso. In 2005, she relocated to San Diego and has since held roles within Morgan Stanley, including Operations, Branch and Market Management and Client Service. For the past 15 years, Mignon has served as a Portfolio Associate with experience in Futures, Options, and Equity trading strategies. Her attention to detail, client focus, and depth of industry knowledge makes her an valuable member of the team. Outside of work, Mignon enjoys cooking, baking, and being outdoors with her husband and their two sons.
About Angie Burrows
Angie’s career in the Financial Services Industry began in 1998 when she joined PaineWebber/UBS Financial Services where she became a fully licensed Senior Client Associate. After joining Morgan Stanley in 2014, she became a Portfolio Associate and broadened her financial knowledge by obtaining her National Commodities & Futures license. Angie has become proficient in Futures, Options, and Equity trading strategies. Providing clients with exceptional service is Angie's primary objective. She takes a thoughtful approach to each client's individual needs and works efficiently to meet them. Outside of the office Angie enjoys Pilates, traveling and spending time with her two children, Brittany, and Braylon.
About Chrisanna Northrup
Drawing on over 25 years of experience in the industry, Chrisanna manages the client relationships, daily operational and administrative functions of our business. While Chrisanna’s roles are many, her true focus is on simplifying the lives of the families that we work with so that they can truly enjoy the wealth that they have created. This includes correspondence with attorneys/accountants as well as day to day activities of getting out wires and making sure clients are happy. Chrisanna is also a New York Times Best Selling Author and her hobbies include body building and DJing.
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Portfolio Insights
This is a video content
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
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.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan 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.
2Morgan 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
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
1Morgan 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.
2Morgan 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
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)