Christopher T. Perry
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Manager
Phone:
(860) 313-7115(860) 313-7115
The Perry Egress Group at Morgan Stanley
Direct:
(860) 313-7149(860) 313-7149
Toll-Free:
(800) 243-3154(800) 243-3154
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Experience, intellectual capital and dedicated personal service to help you meet your life goals
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As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
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433 South Main St.
Suite 100
West Hartford, CT 06110
US
Direct:
(860) 313-7149(860) 313-7149
Toll-Free:
(800) 243-3154(800) 243-3154
Meet The Perry Egress Group
Senior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
Phone:
(860) 313-7144(860) 313-7144
Jodie K. Mamede
Associate Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(860) 313-7183(860) 313-7183
Richard W. Sinoradzki
Senior Registered Associate
Phone:
(860) 313-7149(860) 313-7149
Cathleen Keane
Registered Client Service Associate
Phone:
(860) 313-7176(860) 313-7176
About Christopher T. Perry
Christopher T. Perry has over 37 years of experience as a Financial Advisor with Morgan Stanley. He has acquired extensive experience managing equity and fixed income portfolios, while focusing on municipal bonds and other tax-efficient strategies for his clients. He holds his Series 3, 7, 63 and 65 FINRA Registrations, as well as his state Life and Health Insurance Licenses. Recently, he has also achieved the designation of a Financial Planning Specialist.
In 2003, Chris and Kyle formed The Perry Egress Group at Morgan Stanley which has allowed them to leverage their diverse perspective of the financial markets and a passion for servicing clients. Together, with their business partners, they work to help ensure that clients are provided with a thorough analysis of their current financial picture relative to their goals. The team assists in advising clients around trust and estate planning strategies, legacy formation and transfer, education planning, and providing various lending and liquidity options. They strive to achieve a level of professionalism and communication which surpass clients’ expectations.
Chris and his family currently reside in Avon, CT. He is an avid golfer, scuba diver, and a longtime supporter of the American Red Cross.
In 2003, Chris and Kyle formed The Perry Egress Group at Morgan Stanley which has allowed them to leverage their diverse perspective of the financial markets and a passion for servicing clients. Together, with their business partners, they work to help ensure that clients are provided with a thorough analysis of their current financial picture relative to their goals. The team assists in advising clients around trust and estate planning strategies, legacy formation and transfer, education planning, and providing various lending and liquidity options. They strive to achieve a level of professionalism and communication which surpass clients’ expectations.
Chris and his family currently reside in Avon, CT. He is an avid golfer, scuba diver, and a longtime supporter of the American Red Cross.
Securities Agent: SC, NC, NJ, RI, OH, MN, ME, MD, MA, IN, NM, CT, VA, LA, VT, UT, TX, PA, IL, ID, DE, WA, MI, TN, MT, AZ, WI, NH, GA, CA, NY, KS, IA, FL, DC, CO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 175624
CA Insurance License #: 0B80860
NMLS#: 175624
CA Insurance License #: 0B80860
About Kyle W. Egress
Kyle W. Egress, CFP® has over 23 years of experience as a Financial Advisor with Morgan Stanley. He focuses on retirement planning, portfolio construction, and wealth transfer strategies. Kyle has obtained his Series 7, 31, 63 and 65 FINRA Registrations, as well as his state Life and Health Insurance Licenses. As a CERTIFIED FINANCIAL PLANNER™ practitioner, his primary responsibilities include utilizing the broad array of Morgan Stanley’s tools and resources to implement financial planning strategies that are critical to helping clients achieve their personal and financial goals.
Kyle develops comprehensive financial plans that encompass retirement and education planning, trust and estate planning strategies, risk management, and tax-efficient investments. The Perry Egress Group is committed to helping clients through three stages of financial independence – growing, preserving, and transferring wealth. Through a holistic, goals-based approach to planning, Kyle continuously works with clients to help create a lasting legacy for future generations.
Kyle currently resides in West Hartford, Connecticut with his wife and two daughters. He is active in his local church and community, enjoys playing golf, and is a current Board Member and past President of the Rotary Club of West Hartford.
Kyle develops comprehensive financial plans that encompass retirement and education planning, trust and estate planning strategies, risk management, and tax-efficient investments. The Perry Egress Group is committed to helping clients through three stages of financial independence – growing, preserving, and transferring wealth. Through a holistic, goals-based approach to planning, Kyle continuously works with clients to help create a lasting legacy for future generations.
Kyle currently resides in West Hartford, Connecticut with his wife and two daughters. He is active in his local church and community, enjoys playing golf, and is a current Board Member and past President of the Rotary Club of West Hartford.
Securities Agent: CA, VA, RI, NY, IA, NH, MN, DE, GA, AZ, WI, SC, ME, DC, CT, IN, MT, FL, WA, PA, MA, LA, CO, NJ, KS, ID, UT, TX, OH, NM, NC, MI, IL, VT, MD; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1262010
CA Insurance License #: 0G13896
NMLS#: 1262010
CA Insurance License #: 0G13896
About Jodie K. Mamede
Jodie K. Mamede has over 28 years of experience in the financial industry. She began her career in financial services in 1996 and joined Morgan Stanley in 2016. Prior to joining the firm, she was a Private Client Specialist at TD Bank. Jodie studied Business with a concentration in Marketing at the University of Phoenix. She has obtained her Series 7 and 66 FINRA Registrations, as well as her state Life and Health Insurance Licenses.
Jodie works with clients to help them navigate through the complex world of family financial planning and multi-generational wealth transfer. The two major areas of this work include identifying a family’s most important and valued goals and aspirations to facilitate the implementation of tailored wealth management strategies that match each family’s unique goals. She focuses on practicing a holistic approach to wealth management, which includes tax-efficient investment planning, financial planning, education planning, and estate planning strategies.
Jodie currently lives in South Windsor, Connecticut with her husband and three children. Outside of the office, she enjoys traveling, exercising, playing sports, and spending time with family and friends. Jodie volunteers time in her local community and is a longtime supporter of the Protectors of Animals.
Jodie works with clients to help them navigate through the complex world of family financial planning and multi-generational wealth transfer. The two major areas of this work include identifying a family’s most important and valued goals and aspirations to facilitate the implementation of tailored wealth management strategies that match each family’s unique goals. She focuses on practicing a holistic approach to wealth management, which includes tax-efficient investment planning, financial planning, education planning, and estate planning strategies.
Jodie currently lives in South Windsor, Connecticut with her husband and three children. Outside of the office, she enjoys traveling, exercising, playing sports, and spending time with family and friends. Jodie volunteers time in her local community and is a longtime supporter of the Protectors of Animals.
Securities Agent: RI, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY, KY, SC, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR; General Securities Representative; Investment Advisor Representative
NMLS#: 574420
CA Insurance License #: 4034873
NMLS#: 574420
CA Insurance License #: 4034873
About Richard W. Sinoradzki
Richard W. Sinoradzki has over 13 years of experience in the financial industry. He is a Portfolio Associate for The Perry Egress Group who works to develop tailored solutions to help meet the unique needs of each client’s personal and financial goals. Rich leverages the resources at Morgan Stanley and collective business experience of his team to provide an exceptional client-first service model.
Rich began his career in financial services in 2011 and joined Morgan Stanley in 2014. Prior to joining the firm, he was an Associate Financial Advisor at Waddell & Reed in Hartford, Connecticut. During his career as a financial professional, Rich has held a series of leadership roles, most recently delivering first-class service as an Assistant Vice President – Business Service Manager in Morgan Stanley’s Southern New England Complex. He holds his Series 3, 7, 9, 10, 63 and 65 FINRA Registrations, as well as his state Life and Health Insurance Licenses. Rich studied Finance and Accounting at The University of Tampa’s Sykes College of Business and was appointed as a Portfolio Manager for the University’s prestigious Bailey Student Investment Fund.
Outside of the office, he likes to travel, play golf, and spend time with his wife, Kristen. They are originally from Bucks County, Pennsylvania and enjoy visiting family and friends every year in Naples, Florida. Rich and Kristen currently live near Lake Pocotopaug in East Hampton, Connecticut.
Rich began his career in financial services in 2011 and joined Morgan Stanley in 2014. Prior to joining the firm, he was an Associate Financial Advisor at Waddell & Reed in Hartford, Connecticut. During his career as a financial professional, Rich has held a series of leadership roles, most recently delivering first-class service as an Assistant Vice President – Business Service Manager in Morgan Stanley’s Southern New England Complex. He holds his Series 3, 7, 9, 10, 63 and 65 FINRA Registrations, as well as his state Life and Health Insurance Licenses. Rich studied Finance and Accounting at The University of Tampa’s Sykes College of Business and was appointed as a Portfolio Manager for the University’s prestigious Bailey Student Investment Fund.
Outside of the office, he likes to travel, play golf, and spend time with his wife, Kristen. They are originally from Bucks County, Pennsylvania and enjoy visiting family and friends every year in Naples, Florida. Rich and Kristen currently live near Lake Pocotopaug in East Hampton, Connecticut.
Contact Christopher T. Perry
Contact Kyle W. Egress
Contact Jodie K. Mamede
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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.
1When 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.
2When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
4Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 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 and 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 matters involving trust and estate planning and other legal matters.
6The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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
1When 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.
2When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
4Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 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 and 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 matters involving trust and estate planning and other legal matters.
6The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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)
