About Us

The Monroe Harbor Group at Morgan Stanley Wealth Management was created to deliver an uncompromising level of service to high-net-worth families and the businesses that they own. We strive to deliver both excellent returns and a personalized client experience that inspires confidence.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Tools for clients to stay up to date on their accounts, and financial goals.
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    Morgan Stanley Online
    Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances. Paying bills, sending money, and transferring funds just got easier.
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    Total Wealth View
    As a Morgan Stanley client, you can now view your accounts from other financial institutions on Morgan Stanley Online (MSO), giving you a more complete financial picture.
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    Online Security Center
    Safeguarding your assets and personal information is among our highest priorities. Use our resources and ideas to help protect yourself online.
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    eDelivery
    You can view statements and financial documents electronically. Clients who are registered in Morgan Stanley Online (MSO) may enroll in eDelivery to securely manage documents at any time.
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    MSO Mobile App
    Access your Morgan Stanley Online account anywhere you go. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in.
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    Digital Vault
    Manage and share life’s most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings.
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    Spending and Budgeting Tool
    Track spending habits, categorize expenses and create budgets across your financial accounts. Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture.
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    Portfolio Risk Platform
    Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
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Our Process

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    Our Brochure

Our Clients

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Industry Awards

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    Forbes Best-In-State Wealth Advisors (2020-2025)
    Gregory Meyer named to the Forbes Best-In-State Wealth Advisors in Illinois 2020-2025

    Disclosures:
    2020 ​Forbes Best-In-State Wealth Advisors
    Source: Forbes.com (Awarded Jan 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/18 - 6/30/19.

    2021 Forbes Best-In-State Wealth Advisors
    ​Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.

    2022 Forbes Best-In-State Wealth Advisors
    Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.

    2023 Forbes Best-In-State Wealth Advisors
    Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/2022.

    2024 Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
    Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
    https://www.morganstanley.com/disclosures/awards-disclosure.html
    Forbes Profile
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    Five Star Wealth Manager Award (2015-2025)
    Gregory Meyer

    Source: fivestarprofessional.com (Awarded 2015-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods: 2015-2024

    2015 Award - 2/4/15 - 8/3/15
    2016 Award - 2/26/16 - 8/19/16
    2017 Award - 12/16/16 - 8/3/17
    2018 Award - 1/12/18 - 8/17/18
    2019 Award - 1/7/19 - 8/9/19
    2020 Award - 1/6/20 - 8/7/20
    2021 Award - 12/28/20 - 8/6/21
    2022 Award - 1/24/22 - 7/29/22
    2023 Award - 1/9/23 - 7/31/23
    2024 Award - 1/9/24 - 8/9/24

Location

Willis Tower, 233 South Wacker Drive
86th Floor
Chicago, IL 60606
US
Direct:
(312) 827-6557(312) 827-6557

Meet The Monroe Harbor Group

About Gregory A Meyer

Greg is an Executive Director and a Senior Portfolio Management Director. As our investment strategist, he creates all portfolios and manages them on an ongoing basis. Mr. Meyer has worked in the wealth management industry for 37 years and is the founder of our group. Greg is a member of the CFA Institute and CFA Chicago. He is also a member of the Board of Directors of The Portfolio Management Institute. He was named a Forbes Best in State Wealth Advisor in 2022, 2021 and 2020. Greg was also named a Five Star Wealth Manager in 2022, 2021, 2020, 2019, 2018, 2017, 2016 and 2015. He holds a B.B.A. in Finance and Investment Banking from the University of Wisconsin, Madison.

Greg and his wife Linda live in Lake Forest, Illinois. He enjoys competitive tennis, skiing, adventure sports and the arts. Mr. Meyer has served as a coach in The American Youth Soccer Organization and Lacrosse America. The Alzheimer’s Association, Habitat for Humanity, National MS Society and Orphans of the Storm are among his favorite philanthropic causes.

Disclosures:
2015-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2015-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

2020-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020 - 2022).
Data compiled by SHOOK Research LLC based on a 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, MT, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1301138

About Christopher M Porcelli

Chris is a Financial Advisor. In addition to working with client families, he is actively involved with our group’s capital markets, risk analysis and business development efforts. Chris has over 5 years of industry experience. Mr. Porcelli received his B.S. in Finance from Loyola University of Chicago.

Chris is a longstanding Chicago resident and currently lives in the city’s Lincoln Park neighborhood. He is passionate about helping others and employs this affinity through fundraising and aiding in the coordination of the largest annual events for the National MS Society. He is an avid runner, enjoys team sports, the arts, and, most importantly is a dedicated father to his son.
Securities Agent: IL, TX, WV, DC, NE, NC, CO, AZ, NY, FL, KY, GA, MI, MA, NV, IN, SC, TN, AL, WI, CT, OH, MD, ID, CA, LA, VA, NH, WA, NJ; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1321548

About Kelly Malecki

Kelly is a Wealth Management Associate for the Monroe Harbor Group. She works with our client families and businesses to deliver highly responsive administrative services. Kelly recently joined Morgan Stanley in late 2022. She has been in the financial industry for 15 years. Kelly holds the FINRA Series 7 and 66 registrations, as well as the Illinois Life Insurance License. She holds a B.S. in Sociology from Illinois State University.

Kelly started her financial services career at Merrill Lynch as a client associate for 7 years, prior to joining Morgan Stanley, she held a registered client associate position at Wells Fargo Advisors in Chicago for 8 years.

Kelly resides in the southwest suburbs. She enjoys pickleball, live music and spending time with family and friends.

About Josh Davis

Prior to joining Morgan Stanley, Josh was a financial analyst at Couche-Tard, a global fuel and retail company. Josh graduated with a Bachelor of Arts in Economics from Northwestern University where he was also a member of the baseball team.
Wealth Management
Global Investment Office

Portfolio Insights

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Monroe Harbor Group today.
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1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

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3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.

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5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

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Awards Disclosures
CRC 6491812 (04/2024)