The ThirtyFive/24 Group at Morgan Stanley

Robert is an Executive Director for Morgan Stanley Wealth Management and is based in West Conshohocken, PA. He has over 28 years’ experience managing client’s portfolios within the Wealth Management field. Robert has spent his entire carrier working with Families and Institutions to construct & manage both Strategic & Tactical allocation models. Those allocations are designed to preserve client’s wealth. Prior to joining Morgan Stanley, Robert had spent the previous five years at Citi Private Bank. There, he was a Director & Investment Counselor, working with Ultra High Net Worth Families, Institutions, as well as partners within Law Firms. Prior to Citi Private Bank, Robert spent almost a decade at Wachovia Wealth Management and Wells Fargo Bank a Senior Investment Manager. During his time at Morgan Stanley, Robert attained the Master's Club in 2020, 2022, 2023, 2024, and 2025, as well as the Century Club in 2021.

Robert works with some of this country’s most affluent families and individuals, developing customized & innovative investment strategies using Equities, Fixed Income, Alternative Investments, Real Estate and Private Equity. Robert is committed to providing the highest quality wealth management advice, assisting Families to grow and preserve their assets and achieve proper generational planning for them.

Robert, in working with Ultra High Net Worth Families, has a primary focus on Investment Management, Trust Services, Family Wealth Planning as well as Lending & Banking strategies. Additionally, Robert works closely with, and helps support, Ultra High New Worth Family Offices.

Robert earned his B.S. from St. Joseph's University. While at St. Joseph's, Robert was a member of the Men's Rowing Team (1986-1990). Additionally, he was the men's rowing coach at Loyola College from 1990-1994. Robert was also a co-host of "You & Your Money" (WWLG am-Baltimore), and investment oriented radio show while living in Baltimore, MD in the mid 90's.

Robert, his wife Beth, and their three children reside in Blue Bell, PA. He volunteers his time to Simon's Heart, an organization that raises awareness for heart health for children and young adults, Mt. Saint Joseph's Academy, St. Joseph's Prep as well as with the Philadelphia Scholastic Rowing Association (PSRA).

Wendy Masse has been in the Financial Services Industry over 30 years. Wendy joined Nuveen Investments in 1992 where she earned the title of Vice President. For 15 years, Wendy worked with some of the most successful financial advisors in the Mid-Atlantic, helping to deliver sophisticated investment strategies to their high-net-worth clients.

In 2007, Wendy was recruited by Neuberger Berman where she earned the titles of Senior Vice President and Regional Director. Wendy was consistently a top performing salesperson at Neuberger Berman. In addition to helping advisors grow their practices to gain significant competitive advantage, she also became an expert on investment strategies ranging from Separate Accounts and Mutual Funds, to Alternative Investments.

In 2018, Wendy was recruited to Morgan Stanley as a Financial Advisor.

Before her career in finance, Wendy earned her BS in Broadcasting and Film at Boston University and her MBA in both Marketing and Finance from American University. Wendy is a graduate of the Agnes Irwin School, in Rosemont PA. She has also earned her Certified Investment Management Analyst (CIMA^®) designation in association with The Wharton School at The University of Pennsylvania. The CIMA^® designation is one of the highest levels of advanced investment education available to financial advisors. It is a technical portfolio construction program centered upon statistics and advanced investment/portfolio management. Wendy has also earned the Certified Divorce Financial Analyst (CDFA^®) designation.

Wendy has been able to draw on her industry experience and education to serve her clients which include C-suite executives, highly successful entrepreneurs, physicians, and multigenerational families in making informed decisions by offering investment analysis, wealth management strategies, and comprehensive wealth planning services.

Wendy and her husband have been married over 25 years, and they have two college age sons. When not in the office she enjoys fitness, especially golf, racquet sports, and trap. She serves on the Executive Committee of The Women’s Board at The Children’s Hospital of Philadelphia (CHOP). Wendy is also a Parent Ambassador at The Haverford School.

Wendy holds the following licenses: General Securities Representative (Series 7), Combined Uniform State Exam (Series 63), Investment Advisory Agent (Series 65), and is Life, Health & Annuities Insurance Licensed.

Wendy has been named to Morgan Stanley's prestigious Pacesetter's Club from 2020 to 2025, an elite group of the firm's Financial Advisors.

As the premier designation in the industry, the CIMA^® is an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement.

Disclaimer: 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.

Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Diversification and Asset Allocation does not guarantee a profit or protect against loss in a declining financial market.

Allison is a Financial Advisor at Morgan Stanley based in West Conshohocken, PA. Allison has been in the wealth management industry for over 10 years. As a CERTIFIED FINANCIAL PLANNER™, she focuses on creating and monitoring financial plans for clients. Through the planning process, Allison addresses all aspects of clients’ financial lives including asset allocation, cash flow management, insurance planning, tax and estate strategies, philanthropic giving, and family financial education. Prior to this role, Allison was the Financial Planning Director for the Philadelphia Complex at Morgan Stanley.

Allison obtained her BA in Media and Communication Studies at Ursinus College. While at Ursinus, Allison competed on the gymnastics’ team and enjoyed cheering on the Bears as a member of the cheerleading team. Allison holds her Series 6, 7, 63 and 65 licenses as well as her life, accident, and health insurance licenses. Allison is a member of the Fox Chase Cancer Center’s Board of Associates and founded their Young Professional Chapter. She enjoys running, traveling, hiking, reading and trying new restaurants. Allison lives in Wayne, PA with her husband, daughter, and dog, a very active Border Collie named Wyatt.

Carol joined Morgan Stanley in January, 2009. Previously, she was a Client Associate at Merrill Lynch for 26 years and was a member of the Quarter Century Club. She was a mentor to her fellow Client Associates and trained new hires.

Carol earned her Associate’s Degree at Keystone School of Business in their Executive Secretarial program.

Carol lives in Cherry Hill, NJ with her husband Ed and her daughter Julie.