The McGee and Ennis Group at Morgan Stanley

Conner McGee is a partner and financial advisor of The McGee and Ennis Group at Morgan Stanley, a 9-person wealth management team that advises ultra-affluent individuals and families on more than $2 billion in assets, as of March 2021. His areas of concentration include integrating trust, insurance and estate planning strategies into client financial plans. In doing so, he helps high net worth individuals and families mitigate the impact of taxes on wealth accumulation and distribution. Conner also assists with The McGee and Ennis Group’s asset allocation and portfolio management decisions.

Conner began his career as a UBS Wealth Management Associate with an emphasis in advanced financial planning, municipal bonds and portfolio allocation strategy. He subsequently joined a private wealth management group led by Ira Millman, Financial Advisor, where he led the team’s trust, insurance and estate planning efforts. More recently, Conner was a Vice President and Executive Officer at New York Life Insurance Company. He held numerous management positions at New York Life, including oversight of the investment management programs for its wealth management business. In this capacity, Conner was responsible for over $4 billion in client assets and regularly conducted investment manager due diligence as a member of the firm’s investment management committee. He also managed the strategy, competition and marketing areas of New York Life’s life and long-term care insurance businesses. In 2015, Conner reunited with Ira Millman, Financial Advisor, as a member of The McGee and Ennis Group at Morgan Stanley. His strong background in insurance now serves as a crucial asset for the team.

Conner attended high school at St. Paul’s School in Concord, NH and graduated from Dartmouth College in 2002 with a BA in Economics. While at Dartmouth, Conner played defensive tackle for the varsity football team and performed as a member of the Dartmouth Cords, an a cappella singing group. He holds the Chartered Financial Analyst^® (CFA^®) and Certified Financial Planner™ (CFP^®) designations as well as the series 3, 7, and 66 securities licenses. Conner is a member of the New York Society of Security Analysts and a non-CPA member of the American Institute of Certified Public Accountants. He is also a featured presenter at national and regional CPA organizations, notably the AICPA Engage conference in Las Vegas and several subcommittees of the NYSSCPA.

Conner volunteers as a teacher and board member for Cents Ability, a non-profit organization that provides free financial literacy workshops to New York City teenagers. Born and raised in Vermont, Conner now lives in New Canaan, CT. You may find him in the early morning hours running with his two dogs, Chester and Coco, on the Peloton bike, or curled up on the couch with his wife and three young children for an afternoon viewing of “Peppa Pig.”

Noah Ennis is a Financial Advisor, Senior Vice President, Senior Portfolio Manager and founding partner with The McGee and Ennis Group at Morgan Stanley, a nine-person team that advises on more than $2 billion, as of November 2023. He has been recognized by Forbes on the Top Next-Gen Wealth Advisors Best-In-State 2022, 2023 & 2024 and the 2023 & 2024 Best-in-State Wealth Management Teams* by continuously demonstrating a commitment to taking care of his team’s clients, with an eye toward raising standards in the industry.

Focuses in supporting business owners, startup founders and entrepreneurs, he is dedicated to delivering tailored financial strategies that help with exit planning, financial streamlining, capital access and monetization events. He strives to empower business owners by providing strategic financial guidance that integrates their professional and personal aspirations.

Noah graduated from Hamilton College in 2011, Magna Cum Laude and Phi Beta Kappa. From there, he has acquired a robust skill set of designations including the Certified Financial Planner™ (CFP^®) and Certified Exit Planning Advisor (CEPA^®). Noah has served the Sustainable Heating Education & Outreach board as their Treasurer, to champion the cause of environmental sustainability, which compliments his passion for impact and sustainable investing.

Noah began his career on Wall Street in 2011 as an Investment Banking Associate on the UBS Equity Derivatives Sales and Trading Desk before becoming a Wealth Planning Analyst at UBS Financial Services. In this capacity, he partnered with advisors and private wealth managers to craft comprehensive financial planning recommendations for high-net-worth clients. His focus included retirement income planning, education funding strategies, structures for charitable giving and estate planning strategies. These skills, honed since his early career, have been meticulously cultivated over the years to better serve his current clientele at Morgan Stanley.

2023 & 2024 Forbes Best in State Wealth Management Teams (New York)
Source: Forbes (Awarded Jan 2023 and Jan 2024). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22 and 3/31/22 – 3/31/23.

2022, 2023 & 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State (New York)
Source: Forbes.com (Awarded Aug 2022, Aug 2023, and Aug 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22, 3/31/22 - 3/31/23 and 3/31/23 - 3/31/24.
https://www.morganstanley.com/disclosures/awards-disclosure.html

Scott Lalli is a Financial Advisor and Partner of The McGee and Ennis Group at Morgan Stanley and has worked in the financial services industry for over a decade. Scott has a strong passion for investment strategy and wealth planning, which are both areas of focus for him. Scott leads the team’s investment committee meetings and plays a key role in a variety of investment related matters, including portfolio management strategy and analytics, research, asset allocation strategy, manager evaluation, and alternative investments. Scott is also a designated Financial Planning Specialist at the firm with extensive experience in goals based financial planning, trust and estate planning strategies, and insurance solutions.

Scott enjoys working with high net worth individuals and families to help them achieve their financial goals and optimize wealth management outcomes. As a Financial Planning Specialist, Scott takes a highly thoughtful approach to wealth planning and prides himself on “leaving no stone unturned,” when creating highly customized financial plans for individuals and families, seeking to capitalize on all planning opportunities uncovered. Scott often works in conjunction with his clients’ other trusted advisors including CPAs and estate attorneys to ensure advanced planning strategies are coordinated and executed by the appropriate experts, ensure all client priorities are addressed, identify opportunities to mitigate taxes,, save client time, and deliver the best wealth management experience possible.

Prior to joining Morgan Stanley, Scott was a Senior Associate at Greenwich Associates, a research-based consulting firm for financial services institutions. In this role, Scott provided research and consulting services to various clients across the financial services spectrum, including commercial banks, institutional asset managers and wealth management providers. Most of Scott’s clients were some of the largest integrated financial services firms in world. His experience at Greenwich Associates laid the foundation for understanding the key drivers for delivering an exceptional and differentiated client experience.

Scott is a graduate of Colgate University and holds a Bachelor of Arts in Economics with a minor in Political Science. In 2021, Scott earned the Certified Investment Management Analyst^® designation, administered by the Investments & Wealth institute^® and taught in conjunction with The Yale School of Management. In 2022, Scott earned the prestigious Chartered Financial Analyst^® (CFA^®) designation. Scott maintains his Series 3, 7, and 66 licenses, as well as his Life, Accident, and Health Insurance licenses. Scott is also an active member of the Investments & Wealth Institute and the CFA Society of New York, striving to stay very current on financial markets, emerging investment themes and opportunities to help his clients.

Scott grew up in Pound Ridge, New York and currently resides in Midtown East in Manhattan. Scott enjoys running and playing sports, including soccer, basketball, tennis and golf. Scott is also an avid chess player and former junior national chess champion.

As an Investment Consultant and Lead Analyst with The McGee and Ennis Group, Mark is one of the primary points of contact for clients. Mark assists in the team’s portfolio management, financial planning process, alternative investment strategy and product introduction, as well as client performance and analytics. Mark also heads the team’s growing lending business.
 
Mark joined The McGee and Ennis Group in 2016 and has been an employee of Morgan Stanley Wealth Management since 2014. In 2015 he completed all the requirements for the CERTIFIED FINANCIAL PLANNER™ designation. In 2019, he gained the prestigious CERTIFIED PORTFOLIO MANAGER™ designation from Columbia University. Most recently, he obtained the CERTIFIED INVESTMENT MANAGEMENT ANALYST ^® designation from the Investments & Wealth Institute. Mark also holds his securities and insurance licenses. Prior to Morgan Stanley, Mark was an associate at Abbey Capital, one of the most respected names in international futures trading.
 
In addition to holding a Bachelor’s degree in International Business from Loyola College in Maryland, Mark received a Master of Letters degree from the University of St. Andrews (Scotland) in International Business. In his spare time, Mark is an avid golfer and is Chairman of his rugby team, Lansdowne RFC. He is also the Head of Recruiting for Loyola University in Maryland Rugby’s Scholarship program and a board member of the Society of Loyola Old Boys.

In July 2019, Mark became Chairman and Executive Director of the Big Apple Honor Flight. The Big Apple Honor Flight is a hub of the national Honor Flight Network serving all five boroughs of New York City. The BAHF’s mission is to bring veterans from World War II, Korea, and Vietnam to Washington D.C. on a one-day trip to view the memorials built in their honor at no cost to these heroes and give them the recognition they deserve.

In September 2017, Mark married his wife Sandi in New York City. They currently live in the Crestwood area of Tuckahoe, New York with their rescued pit bull Arya.

NMLS#: 2611338

Kathleen Prainito is a Client Service Associate managing The McGee and Ennis Group and handling day to day client operations at Morgan Stanley.

Prior to joining Morgan Stanley, Kathleen has held positions at Goldman Sachs as a Wealth Management Client Associate, Institutional Sales Assistant at Advest, and as Sales Assistant at Shearson Lehman Brothers.

Kathleen graduated from the College of Mount Saint Vincent with a Bachelor’s degree in business finance. Kathleen was born and raised in Floral Park, NY. She currently lives on the North Shore of Long Island, in Huntington, NY.  She enjoys spending time with her family at the beach, hiking or just relaxing by their pool.   Kathleen and her husband Vince have four children, Katelyn, Caroline, Sarah and Christopher.  On the weekends, you can always find them attending one of their children’s lacrosse, field hockey, or soccer games.

Morgan Walling is a Registered Client Service Associate and Dedicated Family Analyst with the McGee and Ennis Group at Morgan Stanley. In this capacity, Morgan acts as a primary point of contact for clients and assists with client performance and analytics, financial planning, and the team’s annuity and insurance business to support our financial advisors in delivering best in class wealth management strategies for the families we serve.

Prior to joining Morgan Stanley, Morgan worked at Bank of New York Mellon as a Client Service Analyst. In this role, Morgan supported an array of wealth managers and associates with administrative responsibilities such as fund distributions, client reporting, and account maintenance.

Morgan is a graduate of Colgate University and holds a Bachelor of Arts in Mathematical Economics with a minor in Psychology. She maintains her Series 7, and 66 licenses.

Morgan grew up in New Canaan, Connecticut and currently resides in Manhattan’s West Village. Morgan enjoys cooking, exploring the city’s many restaurants, playing tennis, and traveling in her free time.

Brendan Knapp serves as a Registered Client Service Associate and Dedicated Family Analyst for The McGee and Ennis Group at Morgan Stanley. In this role, Brendan acts as a key point of contact for clients, ensuring their day-to-day financial needs are met with precision and care. He assists in achieving their financial objectives through comprehensive planning, execution, and detailed reporting. Brendan also supports the team’s cash management and alternative investment operations businesses. In these roles, Brendan provides tailored support for clients’ everyday banking needs and streamlines alternative investment processes to enhance the group’s investment strategies.

Brendan graduated from Hamilton College in the Spring of 2023 with departmental honors in Economics. During his time as an undergraduate, Brendan interned for the McGee and Ennis Group for two years and transitioned to a full time role after graduating. He is Series 7 and Series 66 licensed.

As a former cross country and track athlete, Brendan enjoys spending his free time running through New York City. He also enjoys cooking and watching sports.

Kavya Sivan is a dedicated Wealth Management Analyst at the McGee and Ennis Group, where she provides comprehensive financial support to clients and their families. Kavya acts as a primary point of contact for clients and plays a pivotal role in ensuring our families are serviced professionally and their priorities are being addressed. Apart from her work as a Wealth Management Analyst, Kavya contributes to internal team development through business strategy analysis and marketing efforts.

Leveraging the Morgan Stanley Rotational program, Kavya has gained valuable experience across diverse divisions such as Financial Planning, Executive Financial Services, and the Global Investment Office. Prior to Morgan Stanley, Kavya honed her analytical skills at Deloitte’s Advisory division, bringing a well-rounded perspective to her current role.

Kavya graduated from the University of Michigan in 2022 with a Bachelors in Business Administration and is Series 7 and Series 66 licensed.

As a Manhattan resident, Kavya enjoys the vibrant energy of the city. She loves attending Broadway shows and local theater performances. As a dancer of 19 years, she enjoys taking and teaching various cultural dance classes across NYC.

Carolyn is a Wealth Management Associate in The McGee and Ennis Group at Morgan Stanley. She specializes in client onboarding and handles day-to-day operations for clients and their families.

Prior to joining Morgan Stanley, Carolyn spent 15 years on the institutional side of the business. She started her career as an institutional equity trader at JPMorgan covering the industrial and financial sectors. Most recently, Carolyn was the Global Chief Operating Officer of New Street Research, a global equity research boutique focused on the technology and telecommunication sectors. In between those two roles, she also founded and built Plum Print, an online business that transforms children’s artwork and cherished memories into beautifully bound keepsake books.

Carolyn graduated from The Lawrenceville School and Dartmouth College. At Dartmouth, she played varsity squash on one of the top ranked teams nationally.

Carolyn lives between Gramercy Park and Rockaway Beach in New York City with her fiancée, her two teenage daughters, and their Welsh springer spaniel, Penny. You can find her on the golf course, playing any sport that involves a racquet, or enjoying their farm in Cooperstown, New York.