The Penn-Atlantic Group at Morgan Stanley

A founding member of the Penn-Atlantic Group at Morgan Stanley, Brad focuses on assisting clients with investment policy creation and implementation.  He concentrates on wealth preservation, retirement planning, and business planning strategies within the business practice.  Brad's clients are predominantly high-net worth individuals, corporations, and non-profit organizations.

An alumnus of Bloomsburg University with a Bachelor of Science degree, Brad has been in the investment industry since 1986.  Brad has earned the distinction of Senior Portfolio Manager and Wealth Advisor.  

Brad has been married for more than 25 years and has three children.  He enjoys family time, travel, golf, wine, jazz music, and attending his children’s sporting events.

Brian Sava focuses on retirement plan management, investment policy implementation, manager selection and performance monitoring for corporate clients.  He also focuses on financial planning and asset allocation modeling for individual clients while managing new business development and relationship management initiatives for the group.  As a Portfolio Manager, Brian utilizes his knowledge and skills to implement the disciplined investment process that the group uses to deliver optimal strategies that strive to meet the needs of our clients’ unique situations.

Brian earned a BS in Computer Science and an MBA from West Virginia University.  He began his career in the investment industry at Morgan Stanley in 2007.  Further, Brian has earned the Certified Financial Planner™ (CFP^®) Practitioner designation as well as a Chartered Retirement Plans Specialist^® designation.   

Brian lives in Pine Township with his wife, Morgan, daughter Audri and son Nicholas.  In his free time, he enjoys spending time with family and friends, playing golf and traveling.

Carin’s goal as a Financial Advisor is to help clients use their wealth to achieve what is most important to them. She translates their goals into a specific investment objective and personalized investment strategy, executing and refining that strategy, seeking to bring her clients closer to attaining their goals and retirement objectives. Her clients’ goals become the main focus, and achieving them becomes a shared commitment.  Asset Allocation, Annuities, Insurance Planning and Retirement Planning are her primary areas of concentration. She adds value for her clients by educating them on the concepts and strategies that go into the development of their financial plan.

Carin graduated Magna Cum Laude with a Bachelor of Science degree from Youngstown State University in 1999. Carin began her career in the financial industry at Morgan Stanley in 2004.  She is involved in the Pittsburgh Venture Capital Association, is an active member of the Pittsburgh Association of Corporate Growth and a member of their Women's Executive Committee.

Carin and her husband, Michael, live in Seven Fields, Pennsylvania and have two children, Luke and Alaina. In her spare time, Carin enjoys time with her family & friends, reading, fitness and travel.

Chris Radke has extensive experience and training in wealth management and finance. He started his career in the financial services industry in 2007 and has been with Morgan Stanley since 2018. He holds a Bachelor’s Degree from John Carroll University and a Master’s Degree from Duquesne University.

Prior to joining Morgan Stanley, Chris spent several years in the asset management industry. He held various positions at two publicly traded firms which included roles within the project management and sales organizations.

Chris became a financial advisor because he saw it as the perfect way to combine his love for helping people, and his passion for investing in the public and private markets. His role is to understand clients and apply the best practices in a way that can fit their unique situations ideally so they can potentially accomplish their goals.

Chris constructs individualized wealth management plans with distinctive asset allocations. He works with his clients to provide a financial plan and asset allocation that can help suit their unique circumstances. Given his prior experience in financial markets, When appropriate, Chris is also able to utilize alternative investments to help build a more robust portfolio for his clients.

He is married with two children and lives in Sewickley, Pennsylvania. In his free time, he enjoys exercising, traveling, and playing platform tennis and golf.

As a Financial Advisor, Mike assists clients in the development of tailored investment portfolios uniquely constructed to match each client’s personal goals, time horizon and risk tolerances. Whether in the accumulation, distribution or transfer phase of one’s life, Mike and his team implement and monitor an appropriate asset allocation and strategy using a disciplined process and personalized approach. Relationships are built on a foundation of honesty, integrity, trust and open communication.

Mike joined Morgan Stanley in 1996. He holds an MBA in Financial Management from Drexel University and a Bachelor of Science Degree in Business Administration from Elizabethtown College.

Mike and his wife of over 35 years are Berks County Natives. Their son is a teacher. Mike is an avid fisherman, kayaker, and outdoorsman. He enjoys spending family vacations wherever there is water.

As a Financial Advisor in the Penn Atlantic Group, Bill focuses on managing new business development and relationship management initiatives while assisting the group in financial planning and asset allocation modeling for individual clients. Bill also concentrates on client engagement, and through educational initiatives he ensures that all clients receive the quality service the Penn Atlantic Group provides.

Bill earned his Bachelor of Science degree from Penn State University. Prior to coming to Morgan Stanley in 2013, Bill gained experience in the financial industry while working with Edward Jones Investments.

Bill lives in Wyomissing with his wife, Hilary, young daughter, Eleanor, and Sheep-a-doodle Sophie. In his free time, he enjoys spending time with friends and family, fishing, golfing and vacationing at the beach.

Leanna is the Group Director for the Penn-Atlantic Team. In this role she leverages 10 years of experience in client relationship management and operations management to help the team’s Financial Advisors manage all aspects of the business. Within the team, she focuses on fostering communication between the partners and the staff, oversees the development and implementation of strategies to execute the team's business plan, and also manages various operational initiatives within the team in which her primary focus is to ensure an exceptional experience for clients and their families.

Leanna earned a B.A. in Communications from Penn State University. She began her career in the investment industry at Federated Hermes, where she obtained her Series 7 and 66. Since joining Morgan Stanley, she has obtained her Financial Planning Associate designation and has since had a focus on creating customized financial plans for clients.

Leanna resides in Peters Township with her husband, Keenan, and two daughters, Palmer & Reese. In her free time she enjoys traveling, staying active and spending time with family and friends.

Marissa joined Morgan Stanley in 2020, where she earned her Series 7 and 66 licenses before joining the team in November 2022. Prior to working with Morgan Stanley, she worked with local non-profit organizations throughout the city of Pittsburgh.

Marissa enjoys developing relationships with clients, helping them utilize digital platforms and being a person to lean on when they need assistance.

Marissa was born and raised on Long Island, New York, and enjoys going back to visit family. After high school, she attended Slippery Rock University where she graduated with a B.A. in Public Relations (and a minor in Spanish) in 2016. During her time at SRU, she enjoyed dancing with a variety of dance teams and traveling abroad. She now resides with her boyfriend and cat on Mt. Washington, and enjoys relaxing on the porch with a glass of Long Island wine.

John joined the Penn-Atlantic Group at Morgan Stanley in 2024. Prior to his employment here, he earned his Series 7, 63 and 65 licenses.

John has a desire to help others and feels fortunate to develop relationships with clients, assisting them in maximizing digital platforms and providing dependable support when they seek help.

John was born and raised in Milford, Connecticut, and enjoys skiing, fishing, and rock climbing. He attended the University of Dayton where he graduated with a B.A. in Economics in 2021. John now resides in the Pittsburgh, South-Side neighborhood and loves to try new restaurant around the city.