Phone:
(212) 761-3687(212) 761-3687
Morgan Stanley Private Wealth Management
The Quaintance Group
(212) 761-3848(212) 761-3848
Our Mission Statement
Helping a limited number of clients navigate the complexities of significant wealth and build what matters to them.
Welcome
As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
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 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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 in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking 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 opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
FAMILY OFFICE RESOURCES
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth clients across a broad range of family wealth management issues. View our linked resources below to learn more about Morgan Stanley Family Office Resources capabilities.
Family Office Resources Overview
As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. As the demands of your family grow and evolve, you will likely need professionals who have expanded capabilities.
Philanthropy Management
Philanthropy Management supports individuals, families, corporate and private foundations, and nonprofit organizations by offering a suite of services to help define and realize clients' charitable missions. View the link below to learn more about Philanthropy Management.
Family Governance and Wealth Education
For many UHNW clients, the most difficult wealth planning challenge they face relates not to their financial capital, but to their human capital. Family Governance Services is a comprehensive offering designed to support each family's unique challenges.
Estate Planning Strategies
Our experienced professionals are available to discuss various tax, trust and estate strategies with you
and your advisors, help facilitate the implementation of those strategies, and focus on the integration of your investment plans.
Donor Advised Funds
While many individuals and families have a deep commitment to philanthropy, charitable giving is not limited to those with significant wealth. Donor advised funds (DAFs) are among the easiest and most tax-advantaged ways to give to charity for donors across the spectrum of wealth.
Trust Services
Our trustee platform is "open architecture," meaning that we provide you with access and ability to select an appropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley, analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
MANAGING FAMILY & GENERATIONAL WEALTH
Managing significant family and generational wealth is complex and often raises difficult questions. See the resources below for more information about managing and preserving significant family wealth.
Family Governance and Wealth Education Fact Sheet
Our mission is to help clients maximize the value of their family capital through the transfer and preservation of the family's shared values, and the creation of an enduring family legacy.
Opening Pandora's Box: 10 Rules for Talking to Kids About Money
Discussing family wealth and financial matters with children can be daunting for families. Read the linked article from Glenn Kurlander, Head of Family Governance & Wealth Education at Morgan Stanley, for more information about navigating this delicate subject.
Wealth Education Development Plan
The Family Governance & Wealth Education group helps ultra high net worth families strive to maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation they need to lead meaningful, fulfilled and engaged lives.
Your Guide to Life and Money Playbook
Our goal is to help prepare the next generation of leaders, parents, philanthropists, innovators, trustees, executors, board members, and investors by empowering you with the knowledge and tools needed to achieve your goals.
Estate Planning Strategies
Tax, Trust & Estate (TTE) strategy has the potential to be incredibly powerful if executed effectively. For a successful TTE plan, it is critical to create a TTE implementation in combination with a TTE strategy.
Importance of a Holistic Approach to Your Wealth Video
Watch the below video from Morgan Stanley Family Office Resources to learn how Morgan Stanley FOR can help integrate family values, philanthropy, and legacy into your unique wealth plan.
ALTERNATIVE INVESTMENTS
Alternatives are the investments that go beyond traditional stocks and bonds. They can open doors to unique opportunities to help grow and protect your wealth, and have long sought to offer enhanced returns, portfolio diversification, lower volatility, as well as potential tax efficiency.
Morgan Stanley Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Learn More HerePrivate Markets Transaction Desk
Morgan Stanley Wealth Management announced the launch of its Private Markets Transaction Desk, a concierge service that empowers eligible shareholders and investors to buy and sell eligible private company shares in the secondary market.
Learn More Here
Private Equity
Amid volatility in stocks and bonds, institutional and individual investors might seek diversification in the growing private equity secondary market.
Learn More Here
Total Tax 365
Morgan Stanley continues to be a leader in both Alternative Investments and tax-advantaged solutions and services. Alternative Investments can do more than generate returns that are less dependent on the direction of the broader stock and bond markets. They also offer qualified investors a more versatile set of strategies for pursuing their goals.
Learn More HereLocation
1585 Broadway
21st Floor
New York, NY 10036
US
Direct:
(212) 761-3848(212) 761-3848
Meet The Quaintance Group
Zachary Wische
Senior Vice President, Private Wealth Advisor, Senior Portfolio Manager, Alternative Investments Director
Phone:
(212) 761-3848(212) 761-3848
Tricia Carvalheira
Assistant Vice President, PWM Wealth Management Associate
Phone:
(212) 761-2467(212) 761-2467
Chris Bohn
PWM Registered Associate
Phone:
(212) 761-2337(212) 761-2337
Courtney Burke
PWM Wealth Management Associate
Phone:
(212) 761-1657(212) 761-1657
Billy Ma
Private Wealth Management Analyst
Phone:
(212) 761-3084(212) 761-3084
About Robert Q Fomon
Robert Fomon is a Managing Director within Morgan Stanley’s Private Wealth Management Division. Having joined Morgan Stanley in 2007, Robert leads a team of professionals focused on Global Family Offices, Individuals, Foundations, Endowments, Hedge Funds, and Middle Market Institutions.
Prior to becoming a Private Wealth Advisor, Robert was a Portfolio Manager at a large mutual fund investing in U.S. equities. Subsequently, he founded a Registered Investment Advisory firm named EastWestCapital Management and the hedge fund EastWestPartners, L.P. Both of these entities concentrated on diversifying client assets globally with a strong emphasis on emerging markets.
He has degrees from Stanford University and Harvard Business School.
Prior to becoming a Private Wealth Advisor, Robert was a Portfolio Manager at a large mutual fund investing in U.S. equities. Subsequently, he founded a Registered Investment Advisory firm named EastWestCapital Management and the hedge fund EastWestPartners, L.P. Both of these entities concentrated on diversifying client assets globally with a strong emphasis on emerging markets.
He has degrees from Stanford University and Harvard Business School.
Securities Agent: MA, CA, ID, FL, CO, SD, CT, TN, AZ, IL, IA, HI, TX, MI, GA, NV, MT, DE, AK, WA, SC, NY, NH, PA, NJ; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1290476
NMLS#: 1290476
About Zachary Wische
Zach Wische is a Senior Vice President, Senior Portfolio Manager and Alternative Investment Director within Morgan Stanley's Private Wealth Management Division.
Zach leads the team's business development initiatives, building awareness amongst current and prospective clients of the team's capabilities, and the capabilities of the broader Morgan Stanley franchise.
Zach also leads the team’s coverage of Family Office clients seeking comprehensive operational infrastructure and advisory solutions. This includes aggregated reporting across custodians via Addepar, and coordination with clients’ external advisors across Tax, Trust & Estate, Insurance, and more.
For the team's active and self-directed clients, he helps with idea-generation and implementation for specific trades. He also works closely with clients on pre-liquidity planning, trust and estate planning, and risk management around concentrated positions which includes hedging and diversification strategies.
Zach previously worked within Morgan Stanley as a Portfolio Management Associate. He was responsible for equity trading and research for high-volume trading clients. Zach also managed Restricted Stock sales and 10b5-1 transactions for clients.
Zach earned his BS in Economics from Bucknell University and joined Morgan Stanley in 2013 upon graduating from Duke’s Fuqua School of Business. He currently lives in Manhattan with his wife and son.
Zach leads the team's business development initiatives, building awareness amongst current and prospective clients of the team's capabilities, and the capabilities of the broader Morgan Stanley franchise.
Zach also leads the team’s coverage of Family Office clients seeking comprehensive operational infrastructure and advisory solutions. This includes aggregated reporting across custodians via Addepar, and coordination with clients’ external advisors across Tax, Trust & Estate, Insurance, and more.
For the team's active and self-directed clients, he helps with idea-generation and implementation for specific trades. He also works closely with clients on pre-liquidity planning, trust and estate planning, and risk management around concentrated positions which includes hedging and diversification strategies.
Zach previously worked within Morgan Stanley as a Portfolio Management Associate. He was responsible for equity trading and research for high-volume trading clients. Zach also managed Restricted Stock sales and 10b5-1 transactions for clients.
Zach earned his BS in Economics from Bucknell University and joined Morgan Stanley in 2013 upon graduating from Duke’s Fuqua School of Business. He currently lives in Manhattan with his wife and son.
Securities Agent: AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1744861
NMLS#: 1744861
About Tricia Carvalheira
Tricia joined Morgan Stanley's Private Wealth Management (PWM) Los Angeles in 1999 and moved to the New York PWM office in 2001. She brings over two decades of financial industry experience to help manage the team's client relationships. With an extensive knowledge of the firm's operational procedures, policies and investment platform, she helps deliver the firm's capabilities in a personalized fashion to our clients.
Previously, Tricia worked at Lehman Brothers' Private Investment Management division, as well as at Merrill Lynch's Private Banking Group. She plays an essential role in managing daily activities of the team. She works closely with the financial advisors and portfolio management team to execute asset allocation strategies and supports all sales and trading for our high-net-worth clientele.
Tricia holds Series 7, 63 and 65 FINRA registrations and is an Assistant Vice President of the firm. She is a graduate of St. Joseph's College with a B.S. in Business Management. She has volunteered with Student Sponsor Partners and Young Autism Program. Outside of the office, she loves to travel, enjoys swimming and spending time with family and friends.
Previously, Tricia worked at Lehman Brothers' Private Investment Management division, as well as at Merrill Lynch's Private Banking Group. She plays an essential role in managing daily activities of the team. She works closely with the financial advisors and portfolio management team to execute asset allocation strategies and supports all sales and trading for our high-net-worth clientele.
Tricia holds Series 7, 63 and 65 FINRA registrations and is an Assistant Vice President of the firm. She is a graduate of St. Joseph's College with a B.S. in Business Management. She has volunteered with Student Sponsor Partners and Young Autism Program. Outside of the office, she loves to travel, enjoys swimming and spending time with family and friends.
About Chris Bohn
Chris is a PWM Registered Associate within Morgan Stanley’s Private Wealth Management Division. Chris joined Morgan Stanley in 2020 after graduating from Loyola University Maryland with a BBA in Finance and Information Systems.
Chris’ primary responsibilities include managing the team’s custom performance reporting efforts leveraging proprietary internal tools, along with third party reporting/aggregation platforms such as Addepar. Chris also assists with performing manager due diligence, keeping current on active investments, and providing regular updates to the team’s Advisors.
Prior to joining PWM in 2022 Chris worked as a Margin Analyst focusing on the daily activities of cash and margin accounts to ensure compliance with regulations of the Federal Reserve, FINRA and Morgan Stanley’s own internal credit policies. Chris focused on responding to inquiries regarding cash available, buying power, option calculations, margin day trading, trade-through violations and disbursement approvals.
Outside of the office Chris enjoys staying active in the gym, traveling and volunteering his time with the nonprofit Soccer Without Borders.
Chris’ primary responsibilities include managing the team’s custom performance reporting efforts leveraging proprietary internal tools, along with third party reporting/aggregation platforms such as Addepar. Chris also assists with performing manager due diligence, keeping current on active investments, and providing regular updates to the team’s Advisors.
Prior to joining PWM in 2022 Chris worked as a Margin Analyst focusing on the daily activities of cash and margin accounts to ensure compliance with regulations of the Federal Reserve, FINRA and Morgan Stanley’s own internal credit policies. Chris focused on responding to inquiries regarding cash available, buying power, option calculations, margin day trading, trade-through violations and disbursement approvals.
Outside of the office Chris enjoys staying active in the gym, traveling and volunteering his time with the nonprofit Soccer Without Borders.
About Courtney Burke
Courtney is a PWM Wealth Management Associate within Morgan Stanley's Private Wealth Management Division. She joined PWM in 2018 after graduating from Bucknell University where she played Division I lacrosse and earned a BA in English.
Courtney oversees Financial Planning for the team, along with client cash management, alternative investment administration, equity and options trading, syndicate, and performance reporting.
In her free time, Courtney enjoys being outdoors, traveling, trying new restaurants, and spending time with her friends, family and golden retriever.
Courtney oversees Financial Planning for the team, along with client cash management, alternative investment administration, equity and options trading, syndicate, and performance reporting.
In her free time, Courtney enjoys being outdoors, traveling, trying new restaurants, and spending time with her friends, family and golden retriever.
About Billy Ma
Billy joined Morgan Stanley’s Private Wealth Management division in 2019 as a Private Wealth Management Analyst. He is focused primarily on client portfolio analytics, daily operations, reporting, and trading. Prior to joining Morgan Stanley, Billy was a registered client service associate at JP Morgan Securities from 2013 to 2019. Billy began his career in the financial services industry in 2010 as a Sales Assistant at a boutique investment bank broker/dealer. From 2010 to 2013, Billy developed skills in equity sales & trading and managing relationships with institutional clients.
Billy is a graduate of Stuyvesant High School in New York City, and completed his undergraduate degree at the ILR School at Cornell University in New York in 2010. He looks forward to pursuing additional schooling in Computer Science, Mathematics, and ultimately Financial Engineering. Billy holds the FINRA Series 7, 63, and 66.
Billy is a graduate of Stuyvesant High School in New York City, and completed his undergraduate degree at the ILR School at Cornell University in New York in 2010. He looks forward to pursuing additional schooling in Computer Science, Mathematics, and ultimately Financial Engineering. Billy holds the FINRA Series 7, 63, and 66.
Contact Robert Q Fomon
Contact Zachary Wische
Wealth Management
Global Investment Office
Portfolio Insights
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
Article Image
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
Article Image
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.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
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.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
CRC 6295606 (3/2024)
