Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(312) 827-6557(312) 827-6557
The Monroe Harbor Group at Morgan Stanley
Direct:
(312) 827-6557(312) 827-6557
Our Mission Statement
Our greatest priority is helping your wealth create positive outcomes for you, your family and your legacy. Let's have a conversation today.
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.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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Industry Awards
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
Awards Disclosure>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
Phone:
(312) 827-6624(312) 827-6624
Phone:
(650) 358-7502(650) 358-7502
Kelly Malecki
Wealth Management Associate
Josh Davis
Wealth Management Associate
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 over 40 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. Greg was named a Five Star Wealth Manager in 2025, 2024, 2023, 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:
2015-2026 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2015-2025) 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.
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:
2015-2026 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2015-2025) 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.
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
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.
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: MO, ME, WA, TX, MD, CO, IL, GA, WI, TN, NH, KY, FL, CT, ID, MI, WV, NJ, NC, MN, NV, NE, DC, LA, IN, AL, SC, MA, HI, CA, AZ, VA, OH, NY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1321548
NMLS#: 1321548
About Griffin A. Meyer
Griffin is a Financial Advisor and Financial Planning Specialist. He helps our clients coordinate and monitor their wealth and estate management goals. Located in our Silicon Valley complex, he is close to some of the most innovative participants in the technology, research and private capital spaces.
Griffin joined our team from Thomson Reuters Legal division, where he helped law firms to optimize their digital services and communication efforts. Prior to that, he led the Western expansion of Leeco Steel, North America’s largest distributor of steel plate and fabricated parts. He also served in the Global Marketing Division of Advanced Bionics, an American biomedical technology company.
Griffin lives with his wife and son in San Mateo, California. In his free time, you can find him surfing, skiing or exploring the latest technological trends.
Griffin joined our team from Thomson Reuters Legal division, where he helped law firms to optimize their digital services and communication efforts. Prior to that, he led the Western expansion of Leeco Steel, North America’s largest distributor of steel plate and fabricated parts. He also served in the Global Marketing Division of Advanced Bionics, an American biomedical technology company.
Griffin lives with his wife and son in San Mateo, California. In his free time, you can find him surfing, skiing or exploring the latest technological trends.
Securities Agent: VA, KY, ID, GA, UT, NV, MD, WA, SC, CO, CA, MO, HI, WI, NC, MA, IN, TX, TN, LA, IL, OH, NJ, FL, CT, NY, MI, AL, NH, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 2736156
NMLS#: 2736156
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.
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.
Contact Gregory A Meyer
Contact Christopher M Porcelli
Contact Griffin A. Meyer
Wealth Management
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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.
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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
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.
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.
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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
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.
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.
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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
