The Litchfield Hills Group at Morgan Stanley

Jim Pelgrift is a Financial Advisor with Morgan Stanley Wealth Management, based in the Firm’s Ridgefield, CT branch. His practice is focused on serving client families as their primary wealth care advisor. In this capacity he offers financial planning, advice, and solutions that help clients navigate safely through life’s transitions in today’s uncertain environment. As a licensed Securities and Commodities Broker, Investment Advisor Representative, and Insurance Agent, Jim can offer clients a full range of premium financial products and services, sourced and supported by the unparalleled global Morgan Stanley platform.

Jim began his professional career at Morgan Stanley, where he has since served for more than twenty-five years. He has held several senior management positions, including International Syndicate Manager (London), Co-Head of Global Capital Markets Services, and ultimately as a Managing Director and Global Head of Emerging Markets Debt Financing.

In the mid-2000, he decided to leave Wall Street to pursue activities more consistent with his personal values and interests at the time. He established a Registered Investment Advisory firm, Park Ridge Advisors, LLC, and for ten years he provided financial advisory services to a diverse client base of families, small businesses, and non-profits. During this period, he also devoted substantial time, energy, and financial resources to a variety of schools, museums and other educational non-profit organizations, a passion for which he holds to this day.

Jim was educated at the Loomis Chaffee School; Harvard University, where he earned his Bachelor of Arts degree with honors in Economics; and the Stanford Graduate School of Business, where he earned a Master of Business Administration as an Arjay Miller Scholar, a distinction awarded to the top 10% of the graduating class.

At present, Jim continues to excel in his role as a Financial Advisor on the Litchfield Hills Group. His impressive track record, extensive experience, and dedication to providing exceptional client service make him a vital asset to both his clients and the firm.

Karl's impressive career at Morgan Stanley spans nearly two decades and has built him a reputation for his exceptional expertise and commitment to providing comprehensive financial solutions. He is a highly accomplished financial professional currently holding the position of Vice President, Financial Advisor, Senior Portfolio Manager, and Financial Planning Specialist in the Litchfield Hills Group. In this multifaceted role, he leverages his extensive expertise to assist clients in achieving their financial objectives by offering personalized financial guidance and strategies tailored to their unique needs. Karl can assist with a broad range of financial planning, but his specialty lies in financial planning and wealth preservation in retirement.

Karl's educational background reflects his dedication to continuous learning and professional growth. He graduated from St. Norbert College with a Bachelor of Business Administration (BBA) in International Business in 1997. Later, he pursued an MBA in Investment Management from the University of Wisconsin - Milwaukee, further enhancing his knowledge and skills in the field.

In addition to his academic achievements, Karl holds various licenses and certifications that attest to his proficiency in the financial industry. He earned the Certified Financial Planner™ (CFP) designation in July 2008, which is one of the most rigorous certifications for financial planning knowledge. He continued to expand his comprehension in the wealth management field by being granted the Certified Portfolio Manager (CPM) designation from Columbia University in May 2011. Finally, he is also registered with the Nationwide Mortgage Licensing System (NMLS). These credentials exemplify Karl's commitment to maintaining the highest standards of professionalism and providing his clients with well-informed advice.

Throughout his career, Karl Anderson has demonstrated an unwavering commitment to his clients' financial success. With his broad range of skills, extensive experience, and dedication to providing exceptional service, he continues to make a significant impact in the field of financial services at Morgan Stanley.

Karl lives in Ridgefield, Connecticut with his wife, a native of Vienna, Austria, and his 3 boys. Karl enjoys learning about history and geography. He also likes to keep in shape by running marathons.

Henry Cooperman is an accomplished and integral Financial Advisor and Senior Vice President to The Litchfield Hills Group. With a career of over 20 years in the field, Henry has established himself as a trusted and knowledgeable professional. He has a vast knowledge in many avenues of Wealth Management, but he focuses on in wealth accumulation and protection of wealth for retirement. This focus, as well as Henry’s deep understanding of the market and current events has demonstrated his commitment to delivering exceptional service and fostering long-term client relationships.

Henry's educational background and licensing credentials exemplify his commitment to excellence. He holds the Chartered Life Underwriter (CLU) designation, which illustrates his deep understanding of life insurance and estate planning strategies. This ensures his clients receive comprehensive and tailored solutions in these areas.

His passion for helping individuals and families make informed financial decisions and his commitment to providing exceptional service make him essential to The Litchfield Hills Group, Morgan Stanley, and the clients he serves.

Henry enjoys spending time with his wife, Trudy, and his family. He is also an active community member in his hometown of Sherman, CT. He serves as the Community Service President for JCC in Sherman, whose mission is to provide high quality educational, cultural, and social programs to the local and surrounding communities.