Juan Lacroze
Executive Director, Private Wealth Advisor, International Client Advisor
Phone:
(212) 503-2472(212) 503-2472
Morgan Stanley Private Wealth Management
The New York Latin America Group
Direct:
(212) 503-2474(212) 503-2474
Our Story and Services
The New York Latin America Group is a long-tenured Morgan Stanley team of highly experienced wealth management professionals who combine their talents to serve a select global clientele of the Firm’s wealthiest individual and family clients. Our well-rounded team brings decades of financial experience to the table in order to help you meet your financial objectives, particularly when it comes to pension planning, corporate governance, and treasury management. In our many years of working together at Morgan Stanley and beyond, our team has built a practice with a strong emphasis on working with sophisticated clients to help achieve their investment and wealth management objectives
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Our Process
Successful wealth management begins and ends with personalized service and attention to detail. We work with individuals, families, and family-owned enterprises who seek the long-term, fully-engaged relationships. Our experience, dedication, and passion for finance allow us to help you pave your way to meeting your financial goals.
Highly Personalized Care
We understand benefits of being consistently selective and paying close attention to the details. Many of the great things in life require careful planning and diligent work. We strive to find the best possible solutions for our clients. Long standing relationships are the cornerstone of our practice.
Loyalty & Commitment
We take genuine interest in the well-being of our clients. We go beyond simply being a service provider to being a holistic advisor. We pride ourselves on building loyalty and trust with our clients bu helping them navigate the ever-changing financial markets so they can worry less about the stresses of finance and enjoy the important moments in their lives.
Intellectual Capital
With many decades of combined financial service experience, we have the skills, knowledge, and insights, coupled with the vast resources of Morgan Stanley to help bridge the gap between the real world challenges you face and the investment world that drives financial decisions.
Consistent & Direct Approach
We build a tailored strategy around the financial needs, risk tolerance, and goals of our clients by providing consistent attention and concern for the details in our clients' lives. We take time to thoroughly understand your unique financial circumstances, and tailor your particular investment strategy to meet your short and long term goals.
Modern Wealth Management Tools
Morgan Stanley is proud of its vast array of digital resources aimed at promoting your financial well-being. Take a look below to learn about some of the many tools that are at your disposal.
Family Office Resources
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Learn more about Family Office Resources
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Learn more about Morgan Stanley Online
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios.
Learn more about the Portfolio Risk Platform
Cash+
Cash+ is an incentive program that recognizes and rewards clients for choosing Morgan Stanley for their everyday cash management needs. If certain eligibility requirements are met, clients can benefit from a myriad of advantages brought to them by Cash+.
Learn more about Cash+
MS Reserved
Morgan Stanley Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn more about MS ReservedValuable Tools and Resources
We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. As a result, we are committed to providing you with important information about managing your wealth more effectively in today’s global markets.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We’ve provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We’ve provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
Traveling Safely
With coronavirus restrictions beginning to ease around the globe, travel is once again claiming its place on our bucket lists. Take a look at this helpful article to learn about how to travel safely as we make our way into a post-COVID society.
Learn how to travel safelyThoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Check out the latest episode
Addressing Cybercrime
In a world that is now more virtual than ever, staying safe online is nothing short of paramount. Take advantage of these helpful hints on how to tell if you've been hacked.
Learn how to detect hacking
Tax Audiocast
Morgan Stanley recorded a brief audiocast with tax experts John Gimigliano and Brad Sprong of KPMG LLP, who shared their thoughts around the current tax landscape. Listen in to hear their insightful perspectives!
Listen to the audiocast
Online Security Center
Safeguarding your assets and personal information is paramount to us here at Morgan Stanley. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Learn more about the Online Security CenterLocation
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 503-2474(212) 503-2474
777 South Flagler Drive
Suite 700E
West Palm Beach, FL 33401
US
Meet The New York Latin America Group
Juan Carlos Carrera
Executive Director, Private Wealth Advisor, International Client Advisor
Phone:
(212) 503-2473(212) 503-2473
Christian Carrera
First Vice President, Private Wealth Advisor Associate, Family Wealth Director
Phone:
(212) 503-2461(212) 503-2461
Christine Quinn
Associate Vice President, PWM Wealth Management Associate
Phone:
(212) 503-2474(212) 503-2474
About Juan Lacroze
Juan Lacroze has spent over thirty years helping successful families in the US, Latin America, and the Caribbean reach their financial goals. He worked for a variety of financial organizations prior to joining Morgan Stanley, where he primarily serviced affluent families, corporations, and banks, with a main focus on commodities and fixed income. In 2002, he co-founded the New York Latin America Group (a multi-family office) supported by Wells Fargo Advisors (formerly known as Wachovia Securities), where he pooled his combined experiences in order to cater to the unique needs of US and international clients. In October of 2008, the New York Latin America Group joined Morgan Stanley Private Wealth Management.
Juan was born in Argentina, and he currently resides in Lloyd Harbor, New York with his wife. They have three children, and enjoys golfing and skiing in his free time.
Juan was born in Argentina, and he currently resides in Lloyd Harbor, New York with his wife. They have three children, and enjoys golfing and skiing in his free time.
Securities Agent: SD, UT, TX, SC, NY, NJ, NC, MA, FL, DE, CT, CO, CA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1546011
NMLS#: 1546011
About Juan Carlos Carrera
Juan Carlos Carrera is an Executive Director in the Private Wealth Managing division of Morgan Stanley and has a career in the Financial Industry since 1987. Juan Carlos’ expertise is focus on advising successful families across Latin America, the Caribbean and the United States, managing their wealth by implementing an investment strategy to meet their financial goals.
Prior to joining Morgan Stanley, he co-founded the New York Latin America Group (NYLAG) in 2002, a multifamily office under the legal and financial structure of Wachovia Securities (Wells Fargo Advisors) to cater to the unique needs of families across Latin America. In October 2008, Juan Carlos and the NYLAG team made the transition to Morgan Stanley Private Wealth Management division.
Juan Carlos has worked in New York City since 1987 and goes back and forth between Connecticut and Florida with his wife. He has four children and a cherished grandson. In his free time, he enjoys playing tennis and equestrian sports.
Prior to joining Morgan Stanley, he co-founded the New York Latin America Group (NYLAG) in 2002, a multifamily office under the legal and financial structure of Wachovia Securities (Wells Fargo Advisors) to cater to the unique needs of families across Latin America. In October 2008, Juan Carlos and the NYLAG team made the transition to Morgan Stanley Private Wealth Management division.
Juan Carlos has worked in New York City since 1987 and goes back and forth between Connecticut and Florida with his wife. He has four children and a cherished grandson. In his free time, he enjoys playing tennis and equestrian sports.
Securities Agent: SD, TX, SC, NY, NJ, NC, MA, FL, DE, CT, CO, CA, UT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1504786
NMLS#: 1504786
About Christian Carrera
Christian Carrera is a Private Wealth Advisor who joined Morgan Stanley in June 2011. He attended Boston College and graduated Magna Cum Laude with a degree in Finance and Economics. Following his graduation, Christian spent eight years working in Private Wealth Management at the firm prior to transitioning to his current position.
Christian resides in Southport, Connecticut, with his wife, Kaitlyn. He is also an active member of his community, where he serves on the board of the Enspice Children's Foundation, which focuses on ending child malnutrition around the world. In his free time, Christian enjoys playing tennis, traveling, and spending time with his family and friends.
Christian resides in Southport, Connecticut, with his wife, Kaitlyn. He is also an active member of his community, where he serves on the board of the Enspice Children's Foundation, which focuses on ending child malnutrition around the world. In his free time, Christian enjoys playing tennis, traveling, and spending time with his family and friends.
Securities Agent: SD, CA, CT, DE, FL, MA, NC, NJ, NY, SC, TX, UT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1834580
NMLS#: 1834580
About Christine Quinn
Christine has spent over 22 years as a member of our group honing the skills and experience required to assist the multifaceted needs of families in the US, Latin America and the Caribbean. She provides a broad range of essential support services to clients, ranging from trade executions, cash flow management, reporting and a host of other banking tasks. Christine joined Morgan Stanley Private Wealth Management in 2008
Contact Juan Lacroze
Contact Juan Carlos Carrera
Contact Christian Carrera
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
CRC 4237142 (02/2025)