Victor T. Livingstone
Managing Director, Private Wealth Management, Senior Institutional Consultant
Phone:
(617) 478-6500(617) 478-6500
Morgan Stanley Private Wealth Management
The Livingstone Condron Team
Direct:
(617) 478-6500(617) 478-6500
Our Mission Statement
With over 100 years of collective investment experience, The Livingstone Condron Team focuses on long term comprehensive investment advice and strong risk adjusted performance for both our institutional and ultra-high net worth clients.
Welcome
Welcome to The Livingstone Condron Team at Morgan Stanley in Boston.
We are an Institutional Consulting and Private Wealth Management team based in Boston
with over 100 years of collective Investment experience. Our Team focuses on providing
comprehensive Investment advice to our clients with a long-term view towards capital
markets and the goal of generating attractive risk adjusted returns over a market cycle.
Institutional Consulting: Our team acts as Institutional Consultant and OCIO (Outsourced
Chief Investment Officer) to Endowments, Foundations and Health Care Systems. Our focus
is on the traditional investment advisory services to Investment Committees and Chief
Investment and Financial Officers. Including: Investment Policy Review, Strategic Asset
Allocation Analysis, Investment Manager Research and Due Diligence in all major asset
classes, Asset Management, Portfolio Performance Reporting and Alternative Investment
access.
Private Wealth Management: Our Team works closely with Ultra High Net Worth Families,
entrepreneurs, corporate executives and family offices. Our customized investment strategy
includes a focus on asset allocation in all the major asset classes, open architecture
investment management, in-depth reporting, all with a long-term view towards capital
markets. We provide traditional family office services including trust and estate planning
and multi-generational planning as well.
Acting as a de facto family office, we provide access to the full range of experience and
resources required to address multifaceted financial and interpersonal challenges. This
includes portfolio construction, financial, tax, estate and legacy planning strategies and more. With access to the full global resources of Morgan Stanley, we provide in-depth
research and access to leading money managers, both proprietary and third-party.
With the tools of Morgan Stanley coupled with decades of experience our team understands
how to help promote the positive transmission of values and wealth between generations.
This multigenerational approach is a core part of our offering to prepare the younger
generations to continue their families’ legacies.
We take a long-term, conservative approach to preserving and growing family wealth,
utilizing broad diversification to manage risk and market volatility. We strive to simplify
financial matters for our clients, so that they are free to focus on the people, projects, and
causes that add meaning to their lives. We look forward to the opportunity to learn about
your needs and helping you make informed decisions for your accumulated wealth.
We are an Institutional Consulting and Private Wealth Management team based in Boston
with over 100 years of collective Investment experience. Our Team focuses on providing
comprehensive Investment advice to our clients with a long-term view towards capital
markets and the goal of generating attractive risk adjusted returns over a market cycle.
Institutional Consulting: Our team acts as Institutional Consultant and OCIO (Outsourced
Chief Investment Officer) to Endowments, Foundations and Health Care Systems. Our focus
is on the traditional investment advisory services to Investment Committees and Chief
Investment and Financial Officers. Including: Investment Policy Review, Strategic Asset
Allocation Analysis, Investment Manager Research and Due Diligence in all major asset
classes, Asset Management, Portfolio Performance Reporting and Alternative Investment
access.
Private Wealth Management: Our Team works closely with Ultra High Net Worth Families,
entrepreneurs, corporate executives and family offices. Our customized investment strategy
includes a focus on asset allocation in all the major asset classes, open architecture
investment management, in-depth reporting, all with a long-term view towards capital
markets. We provide traditional family office services including trust and estate planning
and multi-generational planning as well.
Acting as a de facto family office, we provide access to the full range of experience and
resources required to address multifaceted financial and interpersonal challenges. This
includes portfolio construction, financial, tax, estate and legacy planning strategies and more. With access to the full global resources of Morgan Stanley, we provide in-depth
research and access to leading money managers, both proprietary and third-party.
With the tools of Morgan Stanley coupled with decades of experience our team understands
how to help promote the positive transmission of values and wealth between generations.
This multigenerational approach is a core part of our offering to prepare the younger
generations to continue their families’ legacies.
We take a long-term, conservative approach to preserving and growing family wealth,
utilizing broad diversification to manage risk and market volatility. We strive to simplify
financial matters for our clients, so that they are free to focus on the people, projects, and
causes that add meaning to their lives. We look forward to the opportunity to learn about
your needs and helping you make informed decisions for your accumulated wealth.
Capabilities
- Wealth Management
- Endowments & Foundations
- Estate Planning Strategies
- Corporate Services
- Sustainable & Responsible Investing
- Family Governance & Wealth Education
- Comprehensive Wealth Planning
- Investment Management
- Proprietary Investment Opportunities
- Risk Management
- Philanthropy Management
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.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Awards & In The Press
Team Awards
2016-2025 Forbes Best-In-State Private Wealth Management Teams
Source: Forbes.com (Awarded 2016-2025). Data compiled by SHOOK Research LLC based on 12-month
time period concluding in March of year prior to the issuance of the award.
2016-2025 Forbes America's Top Private Wealth Management Teams
Source: Forbes.com (Awarded 2016-2025). Data compiled by SHOOK Research LLC based on 12-month
time period concluding in March of year the award was issued.
Source: Forbes.com (Awarded 2016-2025). Data compiled by SHOOK Research LLC based on 12-month
time period concluding in March of year prior to the issuance of the award.
2016-2025 Forbes America's Top Private Wealth Management Teams
Source: Forbes.com (Awarded 2016-2025). Data compiled by SHOOK Research LLC based on 12-month
time period concluding in March of year the award was issued.
Victors’ dedication to his clients has been recognized by his peers across the financial services industry including:
Forbes Top 250 Advisors in 2016-2025
Barron's Top 1200 Financial Advisors 2014-2025
Barron's Top 100 Advisors in Massachusetts in 2014-2025
Financial Times Top 400 Advisors: 2013-2014, 2019
2016-2025 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2016-2025). Data compiled by SHOOK Research LLC 12-month time
period concluding in March of the year the award was issued.
2016-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top
1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2016-2025). Data compiled by
Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2014-2025 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial
Advisors: State-by-State) Source: Barrons.com (Awarded 2014-2025). Data compiled by Barron's based
on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1200 Financial Advisors 2014-2025
Barron's Top 100 Advisors in Massachusetts in 2014-2025
Financial Times Top 400 Advisors: 2013-2014, 2019
2016-2025 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2016-2025). Data compiled by SHOOK Research LLC 12-month time
period concluding in March of the year the award was issued.
2016-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top
1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2016-2025). Data compiled by
Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2014-2025 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial
Advisors: State-by-State) Source: Barrons.com (Awarded 2014-2025). Data compiled by Barron's based
on 12-month period concluding in Dec of the year prior to the issuance of the award.
Devin's dedication to his clients has been recognized by his peers across the financial services industry including:
Forbes Top 250 Advisors in 2016-2025
Barron's Top 1200 Financial Advisors 2010-2025
Barron’s Top 100 Financial Advisors – 2022-2023
Barron's Top 100 Advisors in Massachusetts in 2016-2025
Top 40 Advisors Under 40 by Wall Street On Demand in 2008-2013
2016-2025 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2016-2025). Data compiled by SHOOK Research LLC based on 12-month
time period concluding in March of the year the award was issued.
2010-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top
1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2010-2025). Data compiled by Barron's based on 12-month period
concluding in Sept of the year prior to the issuance of the award.
2016 - 2025 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial
Advisors: State-by-State)
Source: Barrons.com (Awarded 2016 - 2025). Data compiled by Barron's based on 12-month period
concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1200 Financial Advisors 2010-2025
Barron’s Top 100 Financial Advisors – 2022-2023
Barron's Top 100 Advisors in Massachusetts in 2016-2025
Top 40 Advisors Under 40 by Wall Street On Demand in 2008-2013
2016-2025 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2016-2025). Data compiled by SHOOK Research LLC based on 12-month
time period concluding in March of the year the award was issued.
2010-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top
1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2010-2025). Data compiled by Barron's based on 12-month period
concluding in Sept of the year prior to the issuance of the award.
2016 - 2025 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial
Advisors: State-by-State)
Source: Barrons.com (Awarded 2016 - 2025). Data compiled by Barron's based on 12-month period
concluding in Dec of the year prior to the issuance of the award.
Press: Victor & Devin Featured in Forbes Article (November 2023)
Read the article below where Victor & Devin discuss teaming & their investment philosophies.
Press: Victor Featured in Forbes Article (November 2021)
Read the article below where Victor discusses how effective the Federal Reserve's response was to
the COVID-19 pandemic.
the COVID-19 pandemic.
Press: Victor Featured in Forbes Article (March 2019)
Read the article below where Victor goes into what he learned from 1987's 'Black Monday' Crash
Press: Devin Featured in Forbes Article (February 2019)
Read the article below where Devin discusses the market environment.
Press: Victor Featured in Barron's Article (August 2015)
Read the article below where Barron's highlights Victor's accomplishments as a wealth advisor.
Client Resources
Morgan Stanley Online
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Total Wealth View
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Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents such as wills, financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
Vault Access
eDelivery
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Access Tool
Mobile Check Deposit
With the mobile app, you can use mobile check deposit to quickly deposit checks drawn on a U.S. bank anytime, anywhere from your device with some of the highest deposit limits in the industry.
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Online Transfers with eAuthorizations
Electronically authorize domestic and international one-time or recurring transactions through Morgan Stanley Online and the mobile app.
Learn MoreLocation
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 478-6500(617) 478-6500
Meet The Livingstone Condron Team
Devin Condron
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(617) 757-8805(617) 757-8805
Kenneth Sexter
Senior Vice President, Private Wealth Advisor
Phone:
(617) 478-6507(617) 478-6507
Kelly Petherick
Vice President, Consulting Group Analyst
Phone:
(617) 478-6505(617) 478-6505
Alyssa Bunim
PWM Registered Client Service Associate
Phone:
(617) 757-8808(617) 757-8808
Junyi Wang
PWM Client Service Associate
Phone:
(617) 757-8812(617) 757-8812
Hannah Touchette
PWM Registered Client Service Associate
Phone:
(617) 757-8811(617) 757-8811
Elijah Brown
PWM Analyst
About Victor T. Livingstone
Victor is a Managing Director with Morgan Stanley’s Private Wealth Management division and has worked in the Investment Industry for 34 years. He and his team joined Morgan Stanley in 2005, and the team has focused on managing assets for both institutional investors and wealthy families: their assets under advisement currently exceed $4 Billion.
Originally from Boston, Victor started his investment career with Merrill Lynch in 1989 and was subsequently promoted to First Vice President of Investments in the Global Wealth Management division, where he worked until 1999. Victor then joined Smith Barney’s Private Client Group in 1999, where he was promoted to Managing Director in 2003.
During his career, Victor has served on several advisory committees to management at both Morgan Stanley and his previous firms. Victor has been honored by Forbes, Barron’s and The Financial Times as one of the top Investment Advisors in the industry.
Victor graduated from the University of Vermont with honors with a BA in Economics in 1987. Victor is a member of the Board of Advisors at the University of Vermont School of Business Administration, The University of Vermont Foundation, and a former Trustee at The Pingree School in South Hamilton, Massachusetts. Victor also sits on several investment committees for non-profit organizations.
Victor lives in the Greater Boston area with his family.
Originally from Boston, Victor started his investment career with Merrill Lynch in 1989 and was subsequently promoted to First Vice President of Investments in the Global Wealth Management division, where he worked until 1999. Victor then joined Smith Barney’s Private Client Group in 1999, where he was promoted to Managing Director in 2003.
During his career, Victor has served on several advisory committees to management at both Morgan Stanley and his previous firms. Victor has been honored by Forbes, Barron’s and The Financial Times as one of the top Investment Advisors in the industry.
Victor graduated from the University of Vermont with honors with a BA in Economics in 1987. Victor is a member of the Board of Advisors at the University of Vermont School of Business Administration, The University of Vermont Foundation, and a former Trustee at The Pingree School in South Hamilton, Massachusetts. Victor also sits on several investment committees for non-profit organizations.
Victor lives in the Greater Boston area with his family.
Securities Agent: MN, DC, TN, ME, DE, WV, WI, TX, OH, NJ, NH, MT, FL, PA, MA, IL, CT, CO, CA, AZ, KY, VA, RI, OK, IA, NY, MD, GA, OR, MI, HI, WA, VT, SD, SC, NC; General Securities Representative; Investment Advisor Representative
About Devin Condron
Drawing on over 25 years of experience in financial planning and asset management, Devin Condron helps ultra-affluent families and individuals address their most complex financial challenges. He and his team work to streamline the delivery of wealth management services, and are particularly adept in investment management, estate planning strategies, corporate executive services, and family office services. They currently help approximately 85 families manage over $5 billion (as of December 31st, 2022).
Devin returned to Morgan Stanley Private Wealth Management in Boston in 2012, where he began his career in the late 1990’s. He had spent the previous seven years at Merrill Lynch Private Banking and Investment Group. Devin has received a number of national accolades as a Private Wealth Advisor. Barron’s magazine recognized him as one of the Top 1200 Financial Advisors in 2010, 2011, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022; he was named one of the Top 40 Advisors Under 40 by Wall Street On Demand in 2008, 2009, 2011 and 2012; and he was recognized as one of the Top 200 Financial Advisors in the Inaugural list by Forbes Magazine in 2016, as well as receiving recognition as one of the Top 250 Financial Advisors by Forbes in 2017, 2018, 2019, 2020, 2021 and 2022.
Devin received a Bachelor of Administration from the Carroll School of Management at Boston College. He serves on the board of trustees for the Fessenden School in Newton, Mass. Devin and his family live in Wellesley, Massachusetts.
Devin returned to Morgan Stanley Private Wealth Management in Boston in 2012, where he began his career in the late 1990’s. He had spent the previous seven years at Merrill Lynch Private Banking and Investment Group. Devin has received a number of national accolades as a Private Wealth Advisor. Barron’s magazine recognized him as one of the Top 1200 Financial Advisors in 2010, 2011, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022; he was named one of the Top 40 Advisors Under 40 by Wall Street On Demand in 2008, 2009, 2011 and 2012; and he was recognized as one of the Top 200 Financial Advisors in the Inaugural list by Forbes Magazine in 2016, as well as receiving recognition as one of the Top 250 Financial Advisors by Forbes in 2017, 2018, 2019, 2020, 2021 and 2022.
Devin received a Bachelor of Administration from the Carroll School of Management at Boston College. He serves on the board of trustees for the Fessenden School in Newton, Mass. Devin and his family live in Wellesley, Massachusetts.
Securities Agent: HI, PA, MN, MA, LA, WY, OH, GA, DC, WV, VT, CA, NY, IL, CT, WI, WA, NJ, KY, DE, TX, SD, RI, OK, MT, MD, SC, OR, NH, NC, CO, VA, MI, ME, IA, FL, AZ, TN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 47130
NMLS#: 47130
About Kenneth Sexter
Kenneth is a Senior Vice President with Morgan Stanley’s Private Wealth Management division and has been advising institutional investors and wealthy families for over 20 years. He is responsible for providing traditional investment advisory and consulting services including asset allocation, investment manager research, performance reporting and solutions.
Since earning his bachelor’s from the University of New York at Albany, Kenneth has held Vice President positions at several firms including Citigroup Smith Barney and Lehman Brothers. He transitioned to Morgan Stanley in 2006 and has been with the Livingstone Group since.
Kenneth is a native of Brookline, MA where he lives with his wife and three children.
Since earning his bachelor’s from the University of New York at Albany, Kenneth has held Vice President positions at several firms including Citigroup Smith Barney and Lehman Brothers. He transitioned to Morgan Stanley in 2006 and has been with the Livingstone Group since.
Kenneth is a native of Brookline, MA where he lives with his wife and three children.
Securities Agent: MI, MA, DE, WV, NJ, FL, OK, NH, IL, MT, ME, CO, KY, VA, TX, NY, HI, CT, CA, WA, OH, GA, SD, SC, OR, NC, MD, IA, DC, AZ, PA, VT, TN, RI, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1285026
NMLS#: 1285026
About Kelly Petherick
Kelly is a Vice President with Morgan Stanley’s Private Wealth Management division and has worked with The Livingstone Group for the past 20 years. She is responsible for providing client servicing and reporting for high net worth individuals, families, and institutional investors.
A graduate of Brandeis University, Kelly received her BA in Biology and soon after joined Smith Barney as a Senior Registered Associate and Branch Administrator.
Kelly currently resides in Milton, MA with her husband and 2 children.
A graduate of Brandeis University, Kelly received her BA in Biology and soon after joined Smith Barney as a Senior Registered Associate and Branch Administrator.
Kelly currently resides in Milton, MA with her husband and 2 children.
About Alyssa Bunim
Prior to joining the Condron Team at Morgan Stanley, Alyssa worked at Fidelity Investments where she learned the fundamentals of wealth management and client services, assisting her advisors with financial planning, book management, and tailored client service needs. To her, delivering the best client experience is paramount. Alyssa enjoys building relationships with clients and their families, working with them to enhance their lifestyles, preserve their wealth and create enduring legacies.
A graduate of the class of 2018 from Boston College, Alyssa earned a B.A. in Economics and International Political Economy. At Boston College, Alyssa was a member of the Boston College Club Equestrian team and numerous academic clubs. She maintains the Series 7, 63 and 65 securities licenses and holds an insurance agent license in the state of Massachusetts. Alyssa currently lives in Boston, Massachusetts.
A graduate of the class of 2018 from Boston College, Alyssa earned a B.A. in Economics and International Political Economy. At Boston College, Alyssa was a member of the Boston College Club Equestrian team and numerous academic clubs. She maintains the Series 7, 63 and 65 securities licenses and holds an insurance agent license in the state of Massachusetts. Alyssa currently lives in Boston, Massachusetts.
About Junyi Wang
Prior to joining the Condron Team at Morgan Stanley, Junyi worked for the Comcast Corporation as a residential sales consultant where she developed a vigorous track record of providing excellent client service support and proactively resolving client issues. Junyi’s core belief is that cultivating strong relationships with clients and exhibiting attention to detail in everything she does is integral to success. Junyi is committed to supporting the Condron Team in delivering a first class customer service experience to our clients.
A graduate of the class of 2016 from Suffolk University, Junyi earned a B.A. in Public Relations, and has worked extensively in the sales and customer service industry since 2017. Originally from Nantucket Island, Junyi enjoys going to the beach, nature photography and discovering new restaurants. Junyi currently resides in Boston’s Fenway area.
A graduate of the class of 2016 from Suffolk University, Junyi earned a B.A. in Public Relations, and has worked extensively in the sales and customer service industry since 2017. Originally from Nantucket Island, Junyi enjoys going to the beach, nature photography and discovering new restaurants. Junyi currently resides in Boston’s Fenway area.
About Hannah Touchette
Prior to joining the Condron Team at Morgan Stanley, Hannah worked for Charles Schwab as an investor professional where she developed her skills in client service and knowledge of financial processes. Hannah is dedicated to delivering exceptional client service. She is deeply motivated by the relationships she builds with clients, believing that a trust-based connection is the foundation of effective wealth management.
A graduate of the class of 2023 from University of Missouri, Hannah earned a B.S. in Business Administration Finance, as well as a B.A. in International Studies. She maintains the series 7 and 66 securities licenses. Originally from St. Louis, Hannah enjoys watching sports events, reading new books and travelling. Hannah currently resides in Boston, Massachusetts.
A graduate of the class of 2023 from University of Missouri, Hannah earned a B.S. in Business Administration Finance, as well as a B.A. in International Studies. She maintains the series 7 and 66 securities licenses. Originally from St. Louis, Hannah enjoys watching sports events, reading new books and travelling. Hannah currently resides in Boston, Massachusetts.
About Elijah Brown
Elijah graduated from Nichols College with a Bachelor of Science in Business Administration with a focus in Finance & minor in Economics.
Elijah as investment analyst for the Livingstone Team as he spends time throughout his role, he works with the team he assists with portfolio analytics, investment research & analysis for high-net-worth individuals, families, and institutional investors.
Originally from Boston, MA, Elijah comes from a big family being the youngest of all his siblings, he currently resides in the Boston area. Elijah was a senior captain & Commonwealth Coast Conference (CCC) Academic All-Conference for Nichols College Football as well as the youngest appointee into the Nichols College Board of Advisors post-graduation. Giving back is a core theme for Elijah as he enjoys dedicating his time to several non-profits in Greater Boston area & spending time with family & loved ones.
Elijah as investment analyst for the Livingstone Team as he spends time throughout his role, he works with the team he assists with portfolio analytics, investment research & analysis for high-net-worth individuals, families, and institutional investors.
Originally from Boston, MA, Elijah comes from a big family being the youngest of all his siblings, he currently resides in the Boston area. Elijah was a senior captain & Commonwealth Coast Conference (CCC) Academic All-Conference for Nichols College Football as well as the youngest appointee into the Nichols College Board of Advisors post-graduation. Giving back is a core theme for Elijah as he enjoys dedicating his time to several non-profits in Greater Boston area & spending time with family & loved ones.
Contact Victor T. Livingstone
Contact Devin Condron
Contact Kenneth Sexter
Private Wealth Management
Professional Insights
The GIC Weekly
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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 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.
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.
4Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
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.
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.
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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
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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 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.
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.
4Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
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.
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.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® 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
CRC 4237142 (02/2025)
