Richard Linhart
Managing Director, Financial Advisor, Senior Portfolio Management Director, Alternative Investments Director, Family Wealth Director, Lending Specialist
Phone:
(212) 903-7623(212) 903-7623
The Linhart Group at Morgan Stanley
(212) 903-7623(212) 903-7623
Our Mission Statement
Providing custom strategies and world class service to understand, analyze and meet the complex needs and goals of high net worth clients and their families.
Our Story and Services
The Linhart Group at Morgan Stanley is a comprehensive wealth management practice in New York City. We are a close knit team of experienced professionals who are passionate about working with clients in all aspects of their financial well-being. We work closely with clients to integrate their investment strategies with their long-term plans and goals, including lifestyle, philanthropy and trust and estate planning. Our practice combines deep knowledge and experience in all the major investment classes with significant expertise in financial planning, leveraging the world-class wealth management resources of Morgan Stanley. We provide customized, tax efficient advice to each client, using Morgan Stanley’s state-of-the-art modern wealth planning tools to deliver complex asset allocation analysis, risk management, financial planning and modeling, and ultimately recommendations that take the client’s holdings, outside investments and key personal factors into consideration. Our clients include entrepreneurs, professionals, private business owners, private foundations, endowments, retired clientele and high net worth individuals and families of various other backgrounds.
Richard Linhart is a Managing Director of Morgan Stanley Wealth Management, and holds several internal designations, including Family Wealth Director, Alternative Investments Director, Senior Portfolio Management Director and Lending Specialist. As a Family Wealth Director, Richard is part of an elite group of Morgan Stanley Financial Advisors who have demonstrated the knowledge and proficiency to help manage the investment, business, and legacy needs of high net worth clients and their families. Family Wealth Directors and their teams have direct access to a broad range of internal resources needed to help highly affluent families manage the complex, multigenerational challenges of managing significant wealth. In addition to his extensive experience in wealth management, Richard was an active private equity professional for more than 25 years before joining Morgan Stanley Wealth Management in 2009. He is a graduate, summa cum laude, of the Wharton School of the University of Pennsylvania.
With our experience and track record in building a wealth management practice, and with backgrounds in other parts of the financial world, The Linhart Group brings a diverse set of skills to the business, allowing us to deliver a comprehensive and sophisticated level of financial service to our clients.
Please see the bios below to learn more about Richard, and our fantastic team members.
Richard Linhart is a Managing Director of Morgan Stanley Wealth Management, and holds several internal designations, including Family Wealth Director, Alternative Investments Director, Senior Portfolio Management Director and Lending Specialist. As a Family Wealth Director, Richard is part of an elite group of Morgan Stanley Financial Advisors who have demonstrated the knowledge and proficiency to help manage the investment, business, and legacy needs of high net worth clients and their families. Family Wealth Directors and their teams have direct access to a broad range of internal resources needed to help highly affluent families manage the complex, multigenerational challenges of managing significant wealth. In addition to his extensive experience in wealth management, Richard was an active private equity professional for more than 25 years before joining Morgan Stanley Wealth Management in 2009. He is a graduate, summa cum laude, of the Wharton School of the University of Pennsylvania.
With our experience and track record in building a wealth management practice, and with backgrounds in other parts of the financial world, The Linhart Group brings a diverse set of skills to the business, allowing us to deliver a comprehensive and sophisticated level of financial service to our clients.
Please see the bios below to learn more about Richard, and our fantastic team members.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Helping You Manage the Complex, Multi-generational Challenges of Managing Significant Wealth
We are proud to say that we are part of an elite group of Financial Advisors who earned the Family Wealth Director designation. Family Wealth Directors have direct access to an extensive range of resources needed to help highly affluent families manage the complex, multi-generational challenges of managing significant wealth. See Family Wealth Director capabilities below:
Estate Planning Strategies
A fully integrated, holistic analysis of your balance sheet estate plan and investment strategy through a collaborative process, including your Morgan Stanley Family Wealth Director, Wealth and Estate Planning strategist and, at your request, your legal and tax advisors
Access to Cash Management and Lending
Comprehensive cash management and lending solutions available to complement your investment strategy.
Family Governance and Wealth Education
Dedicated Professionals who can help you address sensitive family issues, facilitate communication, manage conflict, and achieve a shared sense of common direction in coordination with clients' outside advisors
Philanthropy Management
Provide Strategic Advisory solutions that can help our clients achieve their philanthropic goals.
Lifestyle Advisory
Provide bespoke solutions and access to knowledgeable, highly personal third-party providers to help meet your exceptional needs from the everyday to the extraordinary.
Private Health Care Advisory
Our partners provide both health advocacy services and eldercare services. Partners offer access to world-renowned specialist and medical centers, objective information, preventative care, medical research on treatment options and medical advances, records collection, electronic medical records storage, and support worldwide during travel or emergency situations.
VALUABLE TOOLS AND RESOURCES
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money, to transferring funds and authorizing transactions with one click using eAuthorizations.
Morgan Stanley Online
Total Wealth View
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. Completing your financial picture with Total Wealth View gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Total Wealth View
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows for easy sharing and convenient access to life’s most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
Digital Vault
Portfolio Risk Platform
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Portfolio Risk Platform
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool. We make it easy for you and your financial advisor to oversee trends in your financial life.
Spending and Budgeting ToolA Look Into The Markets
The following research is meant to transform complex financial analysis and research into concise and easily digestible content. We hope you find this information helpful.
Global Investment Committee on the Markets
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition here.
Read The Latest Report
Thoughts On the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Listen To The Latest Episode
The Morgan Stanley Minute
Explore our 1-minute investment insights videos, in this on-going series, from our firm’s leading thinkers. Discover current investment trends and topics like green bonds, active investment, monetizing small businesses, cybercrime and more.
The Morgan Stanley Minute
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology, and beyond.
Listen To The Latest Episode
Global Investment Committee on the Markets Weekly Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read The Latest ReportLocation
55 East 52nd Street
29th FL
New York, NY 10055
US
Direct:
(212) 903-7623(212) 903-7623
Meet The Linhart Group
Caroline Ellner (Laitman), CFP®
Financial Advisor
Phone:
(212) 649-8589(212) 649-8589
Noah Rosenthal
Vice President, Portfolio Management Associate Director
Phone:
(212) 903-7612(212) 903-7612
Chloe O'Connell
Registered Client Service Associate
Phone:
(212) 903-7749(212) 903-7749
About Richard Linhart
Richard Linhart joined Morgan Stanley Wealth Management in 2009, after a 25 year career as a private equity and public market investor. Richard is actively involved in all aspects of the team’s wealth management practice, and brings to the practice and to his clients extensive experience – from his Wealth Management career at Morgan Stanley and from his previous career - in equities, fixed income, private equity, hedge funds, and other asset classes. He also has significant experience in the intersection of investing and trust and estate planning, supported by Morgan Stanley’s vast planning resources.
Prior to joining Morgan Stanley, Richard was president of Opus Capital, LLC, an investment firm focused on private equity investing in media companies, and on public market investments. He was an active private equity investor for more than 25 years, as head of his own firm and also as a partner of Bear Stearns Merchant Banking and Wesray Capital Corp., one of the pioneer private equity firms. During the 1990’s, Richard was chairman and majority shareholder of a publisher of specialty consumer magazines that he and his partners sold to a public company, and he was also the general partner of a hedge fund. He began his career in the Investment Banking Department of Donaldson, Lufkin & Jenrette. Richard started investing as a teen, and has been an active personal investor since the mid-1980’s in a very wide range of assets and strategies. Richard holds a Bachelor of Science in Economics degree, summa cum laude, from the Wharton School of the University of Pennsylvania. He is a trustee of the Jewish Community Relations Council of New York (JCRC) and a member of the Board of Overseers of the Weitzman School of Design at the University of Pennsylvania. Richard and his wife Leora, a pediatrician, live in New York City, have four children and are also proud grandparents.
Prior to joining Morgan Stanley, Richard was president of Opus Capital, LLC, an investment firm focused on private equity investing in media companies, and on public market investments. He was an active private equity investor for more than 25 years, as head of his own firm and also as a partner of Bear Stearns Merchant Banking and Wesray Capital Corp., one of the pioneer private equity firms. During the 1990’s, Richard was chairman and majority shareholder of a publisher of specialty consumer magazines that he and his partners sold to a public company, and he was also the general partner of a hedge fund. He began his career in the Investment Banking Department of Donaldson, Lufkin & Jenrette. Richard started investing as a teen, and has been an active personal investor since the mid-1980’s in a very wide range of assets and strategies. Richard holds a Bachelor of Science in Economics degree, summa cum laude, from the Wharton School of the University of Pennsylvania. He is a trustee of the Jewish Community Relations Council of New York (JCRC) and a member of the Board of Overseers of the Weitzman School of Design at the University of Pennsylvania. Richard and his wife Leora, a pediatrician, live in New York City, have four children and are also proud grandparents.
Securities Agent: CT, CA, AZ, VA, WA, SC, RI, GA, VT, NM, NJ, MD, UT, IL, MO, MA, FL, PA, IN, DE, CO, TX, SD, OR, ME, NY, DC; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1383230
NMLS#: 1383230
About Caroline Ellner (Laitman), CFP®
Caroline joined Morgan Stanley in October 2013 as a Client Service Associate and became a Registered Associate after passing her Series 7 and Series 66 in March 2014. She transitioned to a Wealth Management Associate in September 2017. Caroline holds a Bachelor of Science in Human and Organizational Development from Vanderbilt University, where she graduated cum laude in May 2013. Caroline is a Certified Financial Planner™, working closely with clients to assist them with financial planning matters, while also overseeing the operational responsibilities for the team. Caroline grew up in Westchester County, NY and now resides in Manhattan.
Securities Agent: TX, SC, UT, SD, PA, NY, NM, GA, MO, DE, DC, CA, AZ, RI, ME, IN, FL, CO, NJ, IL, CT, VA, MD, MA, WA, OR, VT; General Securities Representative; Investment Advisor Representative
About Noah Rosenthal
Noah Rosenthal has served as a Portfolio Management Associate at Morgan Stanley in the Wealth Management Division since 2013, and prior to that he was an Client Service Associate since first joining the team in 2011. Additionally, he currently serves as Portfolio Management Associate Director. He focuses on portfolio management and fundamental equity research for the team. Prior to joining Morgan Stanley, Noah worked at Banca IMI Securities in the Finance Division from 2009-2011. Prior to that, Noah began his financial career in 2006 at Morgan Stanley with the Equity Sales Reporting Department within the Finance Division. Noah holds a Bachelor of Science in Business Administration, summa cum laude, from the University at Albany. Noah lives in Brooklyn, NY with his wife Dorene and sons Matthew and Joshua.
About Chloe O'Connell
Chloe joined Morgan Stanley Wealth Management in August of 2023 as a Client Service Associate for The Linhart Group. She graduated magna cum laude from The University of Richmond in May 2023 with a double major in Business Administration and Healthcare Studies. Throughout undergrad, She had internships
in both the financial and advertisement industry. She grew up in New Jersey and now resides in New York.
in both the financial and advertisement industry. She grew up in New Jersey and now resides in New York.
Contact Richard Linhart
Wealth Management
Global Investment Office
Portfolio Insights
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
Article Image
Ready to start a conversation? Contact The Linhart Group today.
1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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
3Morgan 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.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
7Products 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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
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
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
3Morgan 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.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
7Products 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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
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)
