Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(212) 503-1059(212) 503-1059
The Olympus Summit Group at Morgan Stanley
New York:
(212) 503-1059(212) 503-1059
Our Mission Statement
Partners on the Olympus Summit Group came together with one goal in mind: to combine years of portfolio management experience with an exceptional private client service. We came from different backgrounds and often share different opinions, but we believe that this is exactly the right mix to deliver wealth management at its finest.
We pride ourselves on our ability to connect with people of all cultures and backgrounds allowing us to break down any barriers and focus on what matters most – You, Your family, and your wealth.
We pride ourselves on our ability to connect with people of all cultures and backgrounds allowing us to break down any barriers and focus on what matters most – You, Your family, and your wealth.
Our Story and Services
We as the Olympus Summit Group strongly believe that only a business model representing three following pillars can succeed in elevating client experience to new heights.
The first would be the skills and experience in wealth management. With a CFA charter holder and Certified Financial Planner on the team as well as years of active stock and bond picking, we strive to deliver knowledge-based advice.
The second pilar is exceptional service: we work with clients from many different jurisdictions always making ourselves available and able to resolve operational requests in a timely manner.
The last but not the least is building a trustworthy relationship with our clients. We deem it necessary to be always open and transparent with our clients so that everyone can make fully informed decisions.
The first would be the skills and experience in wealth management. With a CFA charter holder and Certified Financial Planner on the team as well as years of active stock and bond picking, we strive to deliver knowledge-based advice.
The second pilar is exceptional service: we work with clients from many different jurisdictions always making ourselves available and able to resolve operational requests in a timely manner.
The last but not the least is building a trustworthy relationship with our clients. We deem it necessary to be always open and transparent with our clients so that everyone can make fully informed decisions.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 503-1059(212) 503-1059
Meet The Olympus Summit Group
Phone:
(212) 503-2351(212) 503-2351
Peyton Maple
Client Service Associate
Phone:
(212) 503-2495(212) 503-2495
About Andrey Borodkin
With over a decade and a half of experience in analytical research, family office tactics and running the wealth management practice, Andrey leads our team. His CFA designation and international experience are aimed to add dedicated value to our clients’ experiences. He oversees all our investment strategies and is always on the lookout for new opportunities for our clients.
Securities Agent: WI, WY, WV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1294613
NMLS#: 1294613
About Edward Yu
While fluent in Cantonese and Mandarin, Edward Yu also plays an important role of idea generation for many of our proprietary strategies, as he is passionate for the endless research in the financial world. He serves on our internal teams investment committee as an analyst. Additionally Edward is in charge of personal financial planning for our clients as he holds the CFP designation.
Securities Agent: OH, TN, WV, PR, WY, WI, WA, VT, VI, VA, UT, TX, SD, SC, RI, PA, OR, OK, NY, NV, NM, NJ, NH, NE, ND, MT, MS, MO, MI, ME, MD, LA, KY, KS, IN, IL, ID, IA, NC, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, MN, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1887887
NMLS#: 1887887
About Peyton Maple
Being the newest member of our team, Peyton ensures that every client is attended to equally and our services are delivered with exceptional quality and in a timely manner. Recently he graduated from Monmouth with honors and played baseball at the Division 1 level.
Contact Andrey Borodkin
Contact Edward Yu
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Ready to start a conversation? Contact The Olympus Summit Group today.
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.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
