The Michalzuk Group

Kevin Michalzuk leads a team of dedicated professionals who deliver exceptional guidance and service and to an elite clientele of successful families their family offices and foundations. As trusted stewards of client’s capital Kevin and his team are devoted to the nuanced complexities of their client’s wealth, so they are free to focus on the individuals, institutions and causes which bring the most meaning to their life.

Kevin and his team draw on their collective experience, knowledge, and resources –working cohesively with the client’s professional advisors to deliver confidence and clarity to clients.

Kevin joined Morgan Stanley after ten years with J.P. Morgan Private Bank, which began in the Chicago office and included time as an investment specialist. Originally from Michigan, Kevin graduated with honors from the Eli Broad College of Business at Michigan State University with a B.A. in finance. His studies included advanced graduate-level coursework in communication, conflict resolution, finance and economics. These experiences helped hone his unique ability to simplify concepts and communicate effectively with a broad range of stakeholders and experience levels.

Kevin is an Honorary Commander for the 56th Fighter Wing at Luke Air Force Base and served as the Founding Chair of the Make-A-Wish Arizona Wishmakers Council, a group of twenty civic, corporate and philanthropic leaders from the community to help advance the greater organization’s mission of creating life-changing wishes for Arizona children with critical illnesses.

In his free time, he enjoys travel, golf, reading classic novels and spending time with his family and friends. Kevin and his family reside in Scottsdale, Arizona.

Kerrick Henderson leads the team in creating, implementing and maintaining highly customized investment strategies for our clients. He advises clients on capital investments across public and private market solutions, seeking to create a portfolio optimally suited to their specific financial objectives. Kerrick has a keen emotional understanding of how investing effects different people and institutions, which he incorporates into portfolio design to maximize the probability of achieving their goals. His other daily responsibilities include monitoring the markets and economic landscapes, identifying and analyzing new investment opportunities, continuously underwriting current portfolios and investments, and planning long-term strategies for private market allocations.
Kerrick began his career as an analyst at J.P. Morgan’s Private Bank before moving with Kevin to form The Michalzuk Group at Morgan Stanley Private Wealth Management. Kerrick received his MBA from the Kelley School of Business at Indiana University and attended the University of Arizona for his undergraduate studies where he earned dual majors in finance and management information systems. He is a CFA charter holder and active member of the Phoenix CFA society. Kerrick also holds the Financial Planning Specialist designation from Morgan Stanley.
Outside of the office, Kerrick is an avid CrossFit athlete and spends his remaining free time driving cars and investing in real estate. He currently resides in Scottsdale with his wife Amanda.

Drawing on five years of diverse financial industry experience, Mayson Morrow contributes to an outstanding overall service experience for the team’s clients. Mayson responds promptly to an extensive range of service requests and is responsible for various relationship and account maintenance items. Mayson enjoys the regular interaction she has with clients and tailoring the team’s service model for each client’s unique preferences.

Prior to joining Morgan Stanley, Mayson service as a Senior Account Manager in the mortgage industry and, earlier, as a real estate specialist at a global relocation firm.

Born in Southern California, Mayson was raised in Anthem, Arizona. She graduated from Arizona State University with a B.A. in sustainability, holding down a full-time job throughout her academic career. In her free time, she enjoys traveling and trying out local restaurants.