The MCM Group at Morgan Stanley

Matt Coe joined Morgan Stanley in 1995, and he brings over 35 years of total financial services experience to the nine-member MCM Group, where as a senior partner he is responsible for establishing and overseeing the group's efforts in asset management and discretionary portfolio management. Prior to joining Morgan Stanley, Matt spent 10 years with First Union Capital Markets in a similar capacity covering middle market institutions and high-net-worth clients.

Having achieved the Family Wealth Director designation, Matt and his team are distinctively positioned to provide unparalleled access to experiences, resources, products and services to their high-net-worth clients. In addition to his professional designations, Matt holds the Series 7, 31, 63, and 65 licenses, as well as being life and health/ long term care insurance licensed.

Matt is named to the 2020 Forbes Best-In-State of North New Jersey’s Wealth Advisors list, and for the third consecutive year (2018-2020), Matt has been recognized by NJ Monthly Magazine as a Top 5 Star New Jersey Wealth Manager. In 2019, Matt achieved membership in Morgan Stanley’s prestigious President’s Council.

Matt has a B.A. in Political Science/Government from St. Lawrence University. He completed the Management Training Program at First Fidelity Bank in 1985. Matt lives in Chatham, New Jersey with his wife, Maureen, and three children. Matt's favorite pastime activities include skiing, tennis, and traveling.

2018 - 2020 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018 - 2020). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Five Star Wealth Manager Award
2012, 2013, 2014, 2015, 2018, 2019, 2020 ,2024
Source: fivestarprofessional.com (Awarded
2012, 2013, 2014, 2015, 2018, 2019, 2020)
These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 4/15/2011-10/16/2011
2013 Award - 4/15/2012 -10/16/2012
2014 Award - 4/15/2013-10/16/2014
2015 Award - 4/15/2014-10/16/2015
2018 Award - 4/15/2017-10/16/2018
2019 Award - 4/15/2018-10/16/2019
2020 Award - 4/15/2019-10/16/2019
2024 Award - 4/15/2023-10/16/2023

Paul Mandel, Senior Vice President at Morgan Stanley has spent his entire career in the wealth management industry and has built his practice through his broad knowledge base in investments, insurance, estate planning and charitable giving. He is a CERTIFIED FINANCIAL PLANNER™, a Family Wealth Advisor as well as a 2017, 2018 and 2019 Master’s Club member of Morgan Stanley. Paul is passionate about conducting a professional and effective discovery process and consistently helping to solve his client’s financial issues.

Paul attended Rutgers University in New Brunswick, NJ, where he received his BA in Economics, and Fairleigh Dickinson University where he received his Certificate in Financial Planning. He serves on the board of the Arts Council of the Morris Area. Paul lives in Harding Township, NJ with his wife Gail and their two sons.

Todd is a CERTIFIED FINANCIAL PLANNER™ (CFP^®), Chartered Retirement Planning Counselor (CRPC^®), holds the CLTC (Certified in Long-Term Care) designation, and is a partner of the MCM Group at Morgan Stanley. Todd has 20 years of industry experience (19 years with the MCM Group) and focuses on financial planning strategies and analysis. As a CFP^® certificant, Todd helps clients navigate financial and life transitions. He works collaboratively with clients to create customized, comprehensive financial plans designed to address financial blind spots. Additionally, Todd is the Group’s life insurance, long term care, and annuity person. With that focus, Todd provides clients with reviews of existing policies in addition to offering income replacement and wealth transfer solutions.

Todd attended Rutgers University in New Brunswick, New Jersey, where he acquired his Bachelor’s degree in Communication, with a minor concentration in Economics. Todd was a founding Board Member of the Apothecary Theatre Company in New York City, and currently resides in Scotch Plains, New Jersey with his wife Laura and their two sons. Together they enjoy their sons’ youth sports, in addition to traveling, exercising and participating in outdoor activities, including golf, tennis, pickleball, and skiing/snowboarding.

Rob joined The MCM Group of Morgan Stanley in Morristown, NJ as a Financial Advisor in 2020. He spends his time working with clients in four key areas: financial planning, investment management, alternative investments, and lending solutions. In 2023 and 2024, he was awarded membership to Morgan Stanley’s Pacesetter’s Club, a global recognition program for Financial Advisors who, early in their careers, have demonstrated the highest professional standards and first class client service.

Rob started his career at UBS, having been selected into their highly competitive Graduate Talent Program, where he received extensive training and served across six different business units within the Global Wealth Management division. He then worked on the Commercial Real Estate Finance desk and helped grow their lending business by over $200mm through the private client channel.

Rob is the son of The MCM Group Founding Partner Matt Coe and grew up in Chatham, New Jersey. He graduated from Bucknell University with a B.S.B.A in Accounting & Financial Management and currently resides on the Upper West Side with his wife Molly. Rob is a CERTIFIED FINANCIAL PLANNER™, having met the education, experience, exam, and ethics requirements set by the CFP Board. Outside of work, Rob mentors first generation college students through the UStrive platform. And in his free time he enjoys snow skiing, golf and live music. He currently holds his Series 7 and Series 66 professional licenses.

NMLS#: 1275608
Cal. Insurance License #4201897

Lauren (née Birish) is an integral part of the MCM Group’s service team and committed to delivering an exceptional client experience. Her efficiency, strong communication skills, and aptitude for problem solving are second to none. Lauren also has extensive knowledge of Morgan Stanley’s policies and can guide you through any financial matter.

Lauren joined the MCM Group shortly after graduating from the University of Wisconsin– Madison with a degree in Personal Finance. In her spare time, she enjoys doing Pilates and hot yoga, reading the Game of Thrones books, and going out for brunch. Lauren and her husband, John, recently tied the knot at a small hotel in New Hope, PA, and they currently reside in Bedminster, NJ with their Great Pyrenees, Nala.

Lindsey has over 10 years’ experience working in the financial services industry. She is committed to maintaining the MCM Group’s outstanding client satisfaction by providing the highest level of customer service combined with Morgan Stanley's broad resources. Lindsey’s strong organizational skills are most beneficial in managing our extensive client service team and handling our client's most complex challenges. She currently holds her Series 7 and 66 securities licenses.
Lindsey is originally a native of Nashville, TN and graduated Magna Cum Laude from MTSU. Outside of the office, she enjoys spending time with her family, traveling, and participating in outdoor activities such as running and hiking. Lindsey and her husband, Chris, currently reside in Branchburg, NJ along with their daughter, Veronica, and their rescue dog, Charlie.

Michael joined The MCM Group of Morgan Stanley in Morristown, NJ as an Wealth Management Analyst in 2023. Michael started his career at UBS on their Advisory Platform as a Client Associate and most recently, worked as an Equity Trading Analyst at BTIG, LLC in NYC. Michael grew up in Nutley, NJ and attended Seton Hall Prep where he graduated in 2015. Following graduation, he attended Muhlenberg College where he studied Finance and was also a member of the football team. Michael currently resides in Hoboken, NJ and in his free time enjoys running, golf and spending time with family and friends. He currently holds his Series 7 and 66 professional licenses.

Nick joined the MCM Group in late 2023 and brought with him four years’ worth of experience working within wealth management. After completing his pre-med studies at Rutgers University, he transitioned into the finance industry by joining Ameriprise Financial as an associate advisor. From there he moved to Morgan Stanley where he spent three years leading the service efforts for a team based in Manhattan. During his time at Rutgers, he competed as a member of the track and field and cross-country teams and was named as a team captain for his senior year. These days, when he’s not at a Jets game, he enjoys spending his free time running, cycling, snowboarding, reading, and following the markets. Nick currently holds his Series 7 and Series 66 licenses.