Richard Corcoran, CFA
Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director
Phone:
(610) 260-8530(610) 260-8530
Morgan Stanley Private Wealth Management
1790 Cornerstone Group
Richard Corcoran, CFABrian Bernhardt, CFP®Brett CiarelliFrank CoulsonRyan FlynnCasey Conklin Breitmayer, CFP®
Direct:
(610) 260-7082(610) 260-7082
Industry Award WinnerOur Mission Statement
Our team combines the intimacy of a boutique with the resources of a global institution, providing highly personalized advice to a select number of clients.
Welcome
Welcome to the 1790 Cornerstone Group at Morgan Stanley Private Wealth Management.
We advise executives, founders, business owners, and multigenerational families through consequential moments in their financial lives.
Our clients often come to us at important inflection points—when concentrated equity requires thoughtful planning, a business approaches a transition, a liquidity event reshapes the family balance sheet, or significant wealth creates new responsibilities for the next generation. These decisions rarely happen in isolation, and their implications can extend across investments, taxes, estate planning, family priorities, and long-term legacy.
Our team brings complementary experience across investment management, executive compensation, concentrated equity, pre- and post-liquidity planning, business succession, estate planning strategies, philanthropy, and multigenerational wealth planning. We work closely with our clients and their other dedicated advisors to coordinate these interconnected considerations and bring clarity and structure to important decisions.
We believe sophisticated advice should still feel personal. By working with a select number of clients, we develop a deep understanding of the people, priorities, and circumstances behind each relationship and bring the collective experience of our team to their most important decisions.
We welcome the opportunity to learn more about you, what you've built, and what comes next.
Capabilities
- Comprehensive Wealth Planning
- Investment Management
- Tax, Trust & Estate AdvisoryFootnote1
- Pre-Liquidity Planning
- Equity Compensation
- Business Succession PlanningFootnote2
- 10b5-(1) Programs
- Cash Management & LendingFootnote3
- Private Investments
- Family Governance & Wealth Education
- Philanthropic Services
- Single Family Office Services
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 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- 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, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and 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
Every client’s circumstances are different, but our approach is consistent. We take the time to understand you, then develop a coordinated strategy that evolves with your ever-changing needs and priorities.
1. Understand What Matters:
We develop a deep understanding of your circumstances, priorities, and what you want your wealth to accomplish.
2. Define Your Vision:
Together, we establish your near- and long-term objectives for you, your family, and future generations.
3. Develop Your Wealth Strategy:
We integrate investments, liquidity, tax, trust, and estate planning into a comprehensive strategy aligned with your priorities.
4. Evaluate and Refine:
We review potential strategies, consider tradeoffs, and refine our recommendations.
5. Implement and Coordinate:
We put the strategy into action, coordinating with your other trusted advisors where appropriate.
6. Monitor and Adapt:
We continually revisit your strategy as your circumstances, needs, and priorities evolve.
Private Wealth Strategies for Executives, Founders & Early Employees
Executives, founders, and early employees often accumulate significant wealth through ownership in a company they helped build or lead. As that wealth grows, decisions around equity compensation, concentrated stock, taxes, liquidity, and estate planning become increasingly interconnected.
The 1790 Cornerstone Group works with executives, founders, and early employees of public and private companies as they navigate these complexities-from managing concentrated positions and equity compensation to preparing for liquidity events and the wealth that follows.
By working alongside a client’s attorneys, accountants, and other trusted advisors, we bring together investment, tax, estate, and liquidity considerations around their broader financial priorities.
The 1790 Cornerstone Group works with executives, founders, and early employees of public and private companies as they navigate these complexities-from managing concentrated positions and equity compensation to preparing for liquidity events and the wealth that follows.
By working alongside a client’s attorneys, accountants, and other trusted advisors, we bring together investment, tax, estate, and liquidity considerations around their broader financial priorities.
Executive Compensation
Compensation decisions can have implications well beyond income. We help executives evaluate stock options, stock grants, deferred compensation, 10b5-1 trading plans, and change-in-control provisions within the context of their broader wealth strategy.
Corporate Executive Brochure
Concentrated Equity
Significant wealth tied to a single company can create unique opportunities and risks. We help clients evaluate concentration, diversification, liquidity, borrowing, and tax considerations in the context of their long-term objectives.
Concentrated Stock Solutions
Private Company Equity
For founders and early employees, planning around private company equity can have significant long-term implications. We help clients evaluate considerations including 83(b) elections, QSBS eligibility, and wealth transfer strategies.
Qualified Small Business Stock
Preparing for Liquidity
An IPO, acquisition, tender offer, or secondary sale can create important planning opportunities. We help clients prepare well in advance and, where appropriate, explore secondary liquidity opportunities for private company shares.
Liquidity Through Secondary Market for Private SharesPrivate Wealth Strategies for Business Owners
For many business owners, their company represents both a life's work and a significant portion of their wealth. Decisions involving the business can have lasting implications for their personal finances, family, and legacy.
The 1790 Cornerstone Group works with business owners as they navigate succession, a potential sale or other transaction, and the management of wealth that follows.
By planning well in advance and working alongside a client's attorneys, accountants, investment bankers, and other trusted advisors, we help bring together business and personal wealth considerations around what the owner ultimately wants to accomplish.
The 1790 Cornerstone Group works with business owners as they navigate succession, a potential sale or other transaction, and the management of wealth that follows.
By planning well in advance and working alongside a client's attorneys, accountants, investment bankers, and other trusted advisors, we help bring together business and personal wealth considerations around what the owner ultimately wants to accomplish.
Planning for Your Business
Decisions involving the business are often closely connected to an owner’s broader financial life. We help business owners align their company with their personal financial priorities, family considerations, and long-term goals.
Strategic Guidance for Your Transition
The Entrepreneurial Journey
As a business evolves, so do the financial priorities of its owners. We help clients plan for the opportunities and transitions that arise throughout the business lifecycle.
Life Stages of a Successful EntrepreneurPlanning for a Transition
Succession or a potential sale can have significant implications beyond the business itself. We help business owners plan well in advance, considering the impact on their family and personal wealth.
Monetization Planning
Life After the Sale
After years of building a business, a sale can create new opportunities to enjoy the fruits of their labor. We help clients integrate investments, estate planning, philanthropy, and family priorities into a long-term wealth strategy.
Life After Selling a BusinessLocation
100 Front St
Ste 600
West Conshohocken, PA 19428
US
Direct:
(610) 260-7082(610) 260-7082
Fax:
(212) 507-1197(212) 507-1197
1650 Market Street
42nd FL
Philadelphia, PA 19103
US
Meet 1790 Cornerstone Group
Brian Bernhardt, CFP®
Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director, Alternative Investments Director
Phone:
(610) 260-7571(610) 260-7571
Brett Ciarelli
Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director, Executive Financial Services Director
Phone:
(610) 260-7082(610) 260-7082
Frank Coulson
Executive Director, Private Wealth Advisor, Alternative Investments Director, Global Sports and Entertainment Director
Phone:
(610) 260-7050(610) 260-7050
Ryan Flynn
First Vice President, Private Wealth Management, Private Wealth Advisor, Global Sports and Entertainment Director
Phone:
(610) 260-7573(610) 260-7573
Casey Conklin Breitmayer, CFP®
Financial Advisor, Financial Planning Specialist
Phone:
(610) 260-7574(610) 260-7574
Shawna Aschmies
Vice President, Chief of Staff
Phone:
(610) 260-7752(610) 260-7752
Blair Kurtz
Assistant Vice President, Group Director
Phone:
(610) 260-7572(610) 260-7572
Shaye Efunnuga
Vice President, Director of Investments
Phone:
(610) 260-7575(610) 260-7575
Isiah Myles
Assistant Vice President, PWM Portfolio Management Associate
Phone:
(610) 260-8526(610) 260-8526
Mary Chiavaroli
Vice President, Private Wealth Management Associate
Phone:
(610) 260-7578(610) 260-7578
Sara Egan
Private Wealth Management Associate
Phone:
(610) 260-7106(610) 260-7106
Ken Wasekanes
Private Wealth Management Analyst
Phone:
(610) 260-7118(610) 260-7118
About Richard Corcoran
Rich Corcoran brings more than 25 years of experience advising multigenerational families and sophisticated individual investors. Rich’s work centers on constructing portfolios that integrate investment management with estate planning, capital markets, and alternative investment strategies. He is known for his thoughtful, forward-looking approach, developing flexible strategies designed to adapt to changing client needs and evolving market conditions while supporting long-term objectives.
Rich has spent virtually his entire career at Morgan Stanley, where he has built a practice focused on disciplined investment strategy, deep client relationships, and long-term stewardship of family wealth. His experience across multiple market cycles enables him to provide perspective-driven guidance grounded in both strategic planning and execution.
Rich graduated cum laude from the University of Delaware with a Bachelor of Science in Finance and Economics and went on to earn an MBA from Columbia University. He is a member of both the CFA Institute and the CFA Society of Philadelphia. Rich lives with his family in the Greater Philadelphia area, where he remains active in the community and supports education-focused initiatives. His involvement includes serving on the Board of Directors of the Philadelphia Education Fund and various alumni leadership roles at University of Delaware.
Rich has spent virtually his entire career at Morgan Stanley, where he has built a practice focused on disciplined investment strategy, deep client relationships, and long-term stewardship of family wealth. His experience across multiple market cycles enables him to provide perspective-driven guidance grounded in both strategic planning and execution.
Rich graduated cum laude from the University of Delaware with a Bachelor of Science in Finance and Economics and went on to earn an MBA from Columbia University. He is a member of both the CFA Institute and the CFA Society of Philadelphia. Rich lives with his family in the Greater Philadelphia area, where he remains active in the community and supports education-focused initiatives. His involvement includes serving on the Board of Directors of the Philadelphia Education Fund and various alumni leadership roles at University of Delaware.
Securities Agent: ME, WA, NC, IL, SC, NY, CO, PR, AZ, WY, WV, VT, NJ, MI, VA, UT, TX, MD, HI, AK, OK, OH, NH, NM, MN, MA, LA, CT, CA, AL, FL, DE, OR, DC, TN, RI, PA, NV, ID, GA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1278703
NMLS#: 1278703
About Brian Bernhardt
Brian Bernhardt has more than two decades of experience providing strategic advice and sophisticated planning services to wealthy families and business owners. As a Certified Financial Planner®, Brian works closely with clients and their other trusted advisors to develop customized estate and investment strategies. His focus includes strategic asset placement, wealth transfer planning, and tax-aware solutions designed to support long-term financial objectives.
Before joining Morgan Stanley Private Wealth Management in 2012, Brian served as a Financial Advisor at Deutsche Bank Private Wealth Management. Earlier in his career, he held advisory and client-facing roles within financial services, where he built a strong foundation in comprehensive planning, investment strategy, and relationship management.
Brian holds a Bachelor of Arts in Political Science and International Relations from Cornell University. He resides in Berwyn, Pennsylvania, with his wife, their two teenagers, and two dogs. Outside of work, Brian enjoys staying active, spending time with his family, and following collegiate athletics. He is actively involved in his community and has served as a trustee or board member for several organizations, including Saint James School, Agnes Irwin School, St. Mark’s Endowment, The Clay Studio, and the Arts and Business Council of Philadelphia.
Before joining Morgan Stanley Private Wealth Management in 2012, Brian served as a Financial Advisor at Deutsche Bank Private Wealth Management. Earlier in his career, he held advisory and client-facing roles within financial services, where he built a strong foundation in comprehensive planning, investment strategy, and relationship management.
Brian holds a Bachelor of Arts in Political Science and International Relations from Cornell University. He resides in Berwyn, Pennsylvania, with his wife, their two teenagers, and two dogs. Outside of work, Brian enjoys staying active, spending time with his family, and following collegiate athletics. He is actively involved in his community and has served as a trustee or board member for several organizations, including Saint James School, Agnes Irwin School, St. Mark’s Endowment, The Clay Studio, and the Arts and Business Council of Philadelphia.
Securities Agent: UT, SD, PA, NM, ID, CO, VT, MN, GA, DE, NC, IL, WA, RI, OH, NY, NJ, CT, NH, MA, WV, MT, CA, WY, FL, VA, MD, HI, TX, NV, ME, DC, SC, MI, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1279070
CA Insurance License #: 0M98214
NMLS#: 1279070
CA Insurance License #: 0M98214
About Brett Ciarelli
Brett Ciarelli brings more than 20 years of experience advising executives, founders, early employees, and private business owners navigating complex financial decisions. His work centers on executive compensation, concentrated equity, pre- and post-liquidity planning, and multigenerational wealth planning.
Brett has spent his entire career at Morgan Stanley, developing extensive experience guiding clients through significant financial transitions, including business exits and other liquidity events. Clients value his ability to bring clarity and structure to nuanced decisions, grounded in sound judgment and disciplined execution. His approach emphasizes long-term strategy, clear communication, and close collaboration with clients and their broader advisory teams.
Brett earned a Bachelor of Business Administration in Finance from The George Washington University, where he participated in the University Honors Program. He lives in Center City Philadelphia with his wife, Jackie, and their children, Dillon and Parker. Outside of work, Brett enjoys reading, hiking, and traveling. He is actively involved in the community and serves on the Life Science Cares Philadelphia Advisory Board, the Young Leadership Alliance at Children’s Hospital of Philadelphia and The Barnes Foundation Professional Advisors Council.
Brett has spent his entire career at Morgan Stanley, developing extensive experience guiding clients through significant financial transitions, including business exits and other liquidity events. Clients value his ability to bring clarity and structure to nuanced decisions, grounded in sound judgment and disciplined execution. His approach emphasizes long-term strategy, clear communication, and close collaboration with clients and their broader advisory teams.
Brett earned a Bachelor of Business Administration in Finance from The George Washington University, where he participated in the University Honors Program. He lives in Center City Philadelphia with his wife, Jackie, and their children, Dillon and Parker. Outside of work, Brett enjoys reading, hiking, and traveling. He is actively involved in the community and serves on the Life Science Cares Philadelphia Advisory Board, the Young Leadership Alliance at Children’s Hospital of Philadelphia and The Barnes Foundation Professional Advisors Council.
Securities Agent: IL, GA, NC, WV, UT, RI, PA, MN, HI, CO, SC, NV, WY, DC, AZ, OR, FL, VT, TX, NM, DE, VA, NY, MI, ME, MD, ID, CT, MA, CA, AK, WA, OH, NJ, NH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1293938
NMLS#: 1293938
About Frank Coulson
Frank Coulson has nearly 30 years of experience crafting customized wealth management solutions for affluent executives, entrepreneurs, and complex entities, including trusts and foundations. He is known for developing thoughtful, tailored strategies that address the unique financial needs of his clients and support long-term planning objectives.
Before joining Morgan Stanley in 2014, Frank spent 14 years as a Director within the Wealth Management Groups at Barclays and Lehman Brothers. He began his career at Goldman Sachs in New York City within the Private Client Services Group, where he built a strong foundation advising high-net-worth individuals and families.
Frank holds a Bachelor of Arts in Economics from the University of Vermont. He resides in Devon, Pennsylvania, with his wife, Lesley, their three children, and their dogs. Outside of work, he enjoys skiing, golf, and fly fishing. He is actively involved in the Greater Philadelphia community and has served on committees for several organizations, including the Agnes Irwin School, The Merion Golf Club, the Franklin Institute, the Philadelphia Zoo, the Devon Horse Show, the Philadelphia Anglers Club, and the Academy of Natural Sciences of Philadelphia.
Before joining Morgan Stanley in 2014, Frank spent 14 years as a Director within the Wealth Management Groups at Barclays and Lehman Brothers. He began his career at Goldman Sachs in New York City within the Private Client Services Group, where he built a strong foundation advising high-net-worth individuals and families.
Frank holds a Bachelor of Arts in Economics from the University of Vermont. He resides in Devon, Pennsylvania, with his wife, Lesley, their three children, and their dogs. Outside of work, he enjoys skiing, golf, and fly fishing. He is actively involved in the Greater Philadelphia community and has served on committees for several organizations, including the Agnes Irwin School, The Merion Golf Club, the Franklin Institute, the Philadelphia Zoo, the Devon Horse Show, the Philadelphia Anglers Club, and the Academy of Natural Sciences of Philadelphia.
Securities Agent: VA, PA, SD, ID, CO, NH, MD, WA, OK, MA, UT, SC, NJ, MN, MI, GA, TX, RI, CA, WY, NM, NC, DC, AZ, FL, DE, CT, OH, NV, WV, NY, MT, ME, IL, HI, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 1297876
NMLS#: 1297876
About Ryan Flynn
Ryan Flynn has more than a decade of experience at Morgan Stanley advising affluent families, businesses, and institutions. As a non-practicing estate attorney, Ryan plays a central role in integrating income tax and estate planning strategies, trust administration; philanthropic planning; and the formation, succession, and sale of closely held businesses.
Prior to joining Morgan Stanley in 2014, Ryan practiced as a Private Wealth attorney at Archer P.C. and, earlier, worked in the Family Office Services group at PricewaterhouseCoopers LLP. He holds a Bachelor of Arts from Georgetown University and a Juris Doctor from Villanova University School of Law, where he served as Editor-in-Chief of the Villanova Tax Law Compendium. Ryan furthered his education in tax, estates, and business planning at Georgetown University Law Center and Villanova’s Graduate Tax Law Program, earning an LL.M. As a member of Morgan Stanley, Ryan does not provide tax or legal advice.
Ryan resides in Cherry Hill, New Jersey, with his wife, Jenn, and their twin children, Tommy and Addie. Outside of work, he enjoys spending time with his family, coaching youth sports, and following local high school and college sports. Ryan is deeply involved in his community, serving as president of The Georgetown University Club and on the Board of Governors of St. Joseph’s Preparatory School. He is also a member of the bar associations and estate and financial planning councils of Pennsylvania and New Jersey and actively supports the Bringing Up Down Syndrome (BUDS) organization alongside his younger sister, Tricia.
Prior to joining Morgan Stanley in 2014, Ryan practiced as a Private Wealth attorney at Archer P.C. and, earlier, worked in the Family Office Services group at PricewaterhouseCoopers LLP. He holds a Bachelor of Arts from Georgetown University and a Juris Doctor from Villanova University School of Law, where he served as Editor-in-Chief of the Villanova Tax Law Compendium. Ryan furthered his education in tax, estates, and business planning at Georgetown University Law Center and Villanova’s Graduate Tax Law Program, earning an LL.M. As a member of Morgan Stanley, Ryan does not provide tax or legal advice.
Ryan resides in Cherry Hill, New Jersey, with his wife, Jenn, and their twin children, Tommy and Addie. Outside of work, he enjoys spending time with his family, coaching youth sports, and following local high school and college sports. Ryan is deeply involved in his community, serving as president of The Georgetown University Club and on the Board of Governors of St. Joseph’s Preparatory School. He is also a member of the bar associations and estate and financial planning councils of Pennsylvania and New Jersey and actively supports the Bringing Up Down Syndrome (BUDS) organization alongside his younger sister, Tricia.
Securities Agent: CT, RI, NH, MI, ID, TX, MT, AZ, WA, MD, CA, NV, GA, DC, CO, WY, SC, MN, IL, HI, WV, SD, NC, UT, NM, NJ, ME, FL, OH, MA, VA, PA, DE, VT, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1398794
CA Insurance License #: 0M98022
NMLS#: 1398794
CA Insurance License #: 0M98022
About Casey Conklin Breitmayer
Casey Breitmayer is a Private Wealth Advisor within the 1790 Cornerstone Group. With over 10 years of experience at Morgan Stanley, Casey brings a deep understanding of financial planning and the evolving needs of individuals, families, and multigenerational households. As a CERTIFIED FINANCIAL PLANNER® professional, Casey works closely with clients to help them navigate complex financial decisions, develop thoughtful wealth strategies, and align their resources with the goals and priorities that matter most.
Casey began her career as an Institutional Municipal Sales Associate at Oppenheimer & Co., Inc. She holds a Bachelor of Science in Business Administration with a concentration in Finance from the LeBow College of Business at Drexel University. Casey and her husband Alex live in Plymouth Meeting, Pennsylvania, with their two children, Jolene and Conway.
Casey is the co-chair of Women in Wealth of Greater Philadelphia, a local chapter of a global group that seeks to advance women at Morgan Stanley and beyond. She leads the group's Financial Literacy program bringing wealth education to local schools. She sits on the Executive Board of Girls on the Run of Southeastern Suburban Pennsylvania. Casey also volunteers and supports other organizations in the Philadelphia area such as Women Golfers Give Back, ImpactPHL, and Invest for Better.
Casey began her career as an Institutional Municipal Sales Associate at Oppenheimer & Co., Inc. She holds a Bachelor of Science in Business Administration with a concentration in Finance from the LeBow College of Business at Drexel University. Casey and her husband Alex live in Plymouth Meeting, Pennsylvania, with their two children, Jolene and Conway.
Casey is the co-chair of Women in Wealth of Greater Philadelphia, a local chapter of a global group that seeks to advance women at Morgan Stanley and beyond. She leads the group's Financial Literacy program bringing wealth education to local schools. She sits on the Executive Board of Girls on the Run of Southeastern Suburban Pennsylvania. Casey also volunteers and supports other organizations in the Philadelphia area such as Women Golfers Give Back, ImpactPHL, and Invest for Better.
Securities Agent: PA, MT, HI, FL, OR, OK, OH, NY, VT, NJ, MN, ME, MA, GA, AZ, TX, PR, NV, MI, CT, WA, RI, NM, AL, AK, WY, VA, UT, SD, NH, NC, IL, CA, MD, LA, DC, CO, ID, WV, TN, SC, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 2873186
NMLS#: 2873186
About Shawna Aschmies
Shawna Aschmies has more than 20 years’ experience in the wealth management industry. As the team’s Chief of Staff, she serves as a strategic partner to senior leadership, overseeing the execution of key initiatives and coordinating across operations, technology, and client service to support the consistent delivery of a high-touch client experience.
Shawna began her professional career at Susquehanna Financial Group in New York City, working on the Institutional Sales Desk. She has since held senior operational and client support roles at Oppenheimer & Co., Wells Fargo, and Merrill Lynch, where she works closely with financial advisors and leadership teams to help support complex businesses, enhance processes, and strengthen the overall client experience.
Shawna holds an MBA with concentrations in Management Information Systems and Marketing, as well as an MSc in Risk Management from Saint Peter’s University, and a BA in Economics from Kean University. She lives in Philadelphia with her husband, Scott, and their son, Sterling. Outside of work, Shawna enjoys exploring the city and cooking.
Shawna began her professional career at Susquehanna Financial Group in New York City, working on the Institutional Sales Desk. She has since held senior operational and client support roles at Oppenheimer & Co., Wells Fargo, and Merrill Lynch, where she works closely with financial advisors and leadership teams to help support complex businesses, enhance processes, and strengthen the overall client experience.
Shawna holds an MBA with concentrations in Management Information Systems and Marketing, as well as an MSc in Risk Management from Saint Peter’s University, and a BA in Economics from Kean University. She lives in Philadelphia with her husband, Scott, and their son, Sterling. Outside of work, Shawna enjoys exploring the city and cooking.
About Blair Kurtz
Blair Kurtz brings more than 15 years of experience in the wealth management industry. As the team’s Group Director, she oversees day-to-day operations, and coordinates across the team to ensure a consistently high-quality client experience.
Prior to joining Morgan Stanley in 2016, Blair held a management role at UBS in New York, where she focused on operational leadership and team management.
She earned dual degrees from the University of Pittsburgh’s School of Business and School of Arts and Sciences. Blair and her husband Brian live in Berwyn, Pennsylvania with their daughter Bryn, and son, Beckett. Outside of work, she enjoys watching sports, walking, and spending time with family and friends.
Prior to joining Morgan Stanley in 2016, Blair held a management role at UBS in New York, where she focused on operational leadership and team management.
She earned dual degrees from the University of Pittsburgh’s School of Business and School of Arts and Sciences. Blair and her husband Brian live in Berwyn, Pennsylvania with their daughter Bryn, and son, Beckett. Outside of work, she enjoys watching sports, walking, and spending time with family and friends.
About Shaye Efunnuga
Shaye Efunnuga brings more than 21 years of experience in the financial services industry to her role as the team’s Director of Investments. Responsible for investment allocation implementation, portfolio management, and alternative investment analysis, Shaye leads ongoing due diligence efforts and monitors portfolio exposure across hedge funds, private equity, private credit, and real estate.
Prior to joining Morgan Stanley in 2017, Shaye spent 12 years at J.P. Morgan, where she gained extensive experience in investment management and portfolio analysis.
Shaye earned a B.B.A. in Finance and an M.B.A. in Strategic Management from the Fox School of Business at Temple University. A Philadelphia native, she lives in the Wynnefield section of the city and is an avid traveler who enjoys exploring new destinations.
Prior to joining Morgan Stanley in 2017, Shaye spent 12 years at J.P. Morgan, where she gained extensive experience in investment management and portfolio analysis.
Shaye earned a B.B.A. in Finance and an M.B.A. in Strategic Management from the Fox School of Business at Temple University. A Philadelphia native, she lives in the Wynnefield section of the city and is an avid traveler who enjoys exploring new destinations.
About Isiah Myles
Bringing 12 years of experience to the service of the team’s ultra-high net worth clients, Isiah Myles plays a key role in the design, execution and oversight of customized investment portfolios. Isiah’s responsibilities include trade implementation, portfolio analytics, performance monitoring and investment research. He helps drive operational efficiency within the investment process and ensures that portfolio strategies are executed with precision and consistency. Isiah’s strong focus on details and risk awareness enhances the team’s ability to deliver sophisticated, data-informed portfolio solutions.
Prior to joining Morgan Stanley, Isiah held progressively senior roles at Vanguard, where he gained experience across Brokerage and Investment Management Services, focusing on client servicing, investment operations and process improvement. He earned a B.A. in criminal justice with a minor in economics from Villanova University and is currently a Level II candidate in the Chartered Financial Analyst (CFA) program.
Isiah resides in Center City Philadelphia, where he enjoys staying active, working out and salsa dancing.
Prior to joining Morgan Stanley, Isiah held progressively senior roles at Vanguard, where he gained experience across Brokerage and Investment Management Services, focusing on client servicing, investment operations and process improvement. He earned a B.A. in criminal justice with a minor in economics from Villanova University and is currently a Level II candidate in the Chartered Financial Analyst (CFA) program.
Isiah resides in Center City Philadelphia, where he enjoys staying active, working out and salsa dancing.
About Mary Chiavaroli
Mary Chiavaroli is an experienced Wealth Management Associate who supports client service and operational needs across the team. Mary plays a key role in coordinating service requests and ensuring day-to-day client interactions are handled with accuracy and professionalism.
Before joining Morgan Stanley in 2022, Mary served as a Vice President and Senior Client Service Associate at J.P. Morgan Private Bank, where she supported complex client relationships for eight years.
Mary and her partner, Mike live in Springfield, PA, and have a blended family with four children and two grandchildren. Outside of work, she enjoys attending family sporting events, traveling, working on DIY projects, and hosting Sunday dinners.
Before joining Morgan Stanley in 2022, Mary served as a Vice President and Senior Client Service Associate at J.P. Morgan Private Bank, where she supported complex client relationships for eight years.
Mary and her partner, Mike live in Springfield, PA, and have a blended family with four children and two grandchildren. Outside of work, she enjoys attending family sporting events, traveling, working on DIY projects, and hosting Sunday dinners.
About Sara Egan
Drawing on two decades of experience, Sara Egan supports the team’s Advisors in delivering a consistent and high-quality client experience for wealthy families. Sara works closely with advisors and internal partners to support portfolio activity and ongoing client needs across the practice.
Sara began her career at Douglas & Co. Municipals, Inc. in New York in 2004. She later joined Morgan Stanley Smith Barney and subsequently Morgan Stanley Private Wealth Management in Philadelphia. Prior to her current role, she spent five years as an Investment Associate at J.P. Morgan Advisors.
Sara earned a B.S. in Finance from Siena College. She lives in South Philadelphia with her husband, Patrick, and their son, Owen. Outside of work, she enjoys staying active, playing tennis, and spending time with family and friends.
Sara began her career at Douglas & Co. Municipals, Inc. in New York in 2004. She later joined Morgan Stanley Smith Barney and subsequently Morgan Stanley Private Wealth Management in Philadelphia. Prior to her current role, she spent five years as an Investment Associate at J.P. Morgan Advisors.
Sara earned a B.S. in Finance from Siena College. She lives in South Philadelphia with her husband, Patrick, and their son, Owen. Outside of work, she enjoys staying active, playing tennis, and spending time with family and friends.
About Ken Wasekanes
Ken Wasekanes joined Morgan Stanley in 2025 as a Private Wealth Analyst. In this role, he supports the team through investment analysis and client-facing support across multiple areas of the practice. He began his career in financial services at MassMutual, where he developed a strong foundation in client service, investment management, insurance planning, and retirement planning.
Ken holds a double major in finance and marketing from La Salle University. He lives in the Greater Philadelphia area with his family and enjoys playing golf, staying active outdoors, exploring the city, and following Philadelphia sports.
Ken holds a double major in finance and marketing from La Salle University. He lives in the Greater Philadelphia area with his family and enjoys playing golf, staying active outdoors, exploring the city, and following Philadelphia sports.
Contact Richard Corcoran
Contact Brian Bernhardt
Contact Brett Ciarelli
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Awards and Recognition
Barron's Top 1,200 Financial Advisors: State-by-State
2014-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2014-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Barron's Top 1,500 Financial Advisors: State-by-State
Barron's Top 1,500 Financial Advisors: State-by-State Source: barrons.com (Awarded Mar 2026) Data compiled by Barron's for the period October 2024 - September 2025.
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Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
PWM Leadership Insights & Outcomes
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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.
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
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 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.
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Morgan 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.
3Morgan 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
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.
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 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.
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
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Morgan 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.
3Morgan 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
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.
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 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.
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
CRC 4677197 (7/2025)
