The Roberts Mouligné Group at Morgan Stanley

Denise is a Managing Director, Portfolio Management Director and Family Wealth Advisor at Morgan Stanley. She has over 40 years of experience as a Financial Advisor with Morgan Stanley and its predecessor firms. She is a Certified Financial Planner (CFP^®), a licensed Chartered Retirement Plans Specialist (CRPS^®), and a Certified Divorce Financial Analyst (CDFA^®). Denise and her team provide a fully customized boutique office-style service for affluent families and executives. Her primary focus includes comprehensive portfolio management, fixed income strategy, estate planning strategies, insurance analysis and asset management. She also focuses on helping clients transition their portfolios after a major life event. She connects deeply with her clients and seeks to bring each person confidence knowing that their finances are organized, on track and that they have a full team supporting them.

Denise carries the distinction of being named to Barron’s Top 1,200 Financial Advisors: State-by-State from 2018-2025,* Forbes America’s Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-in-State from 2019-2025** and Forbes Best-In-State Wealth Advisors from 2019-2025.***

In her spare time, Denise enjoys painting, gardening and visiting art museums and national parks. As a long time Newport resident, she supports local community organizations such as the Newport Art Museum, Aquidneck Land Trust and Bike Newport. Denise is an alumna of the University of Massachusetts, Amherst and is a member of Ida Lewis Yacht Club.



Disclaimers:
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.

* (Formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2018-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

** (Formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

*** Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Tristan started his career in wealth management nearly two decades ago at UBS before ultimately joining Morgan Stanley’s Boston office in 2010. What drew him to Morgan Stanley was the firm’s extensive resources and cutting-edge technology platforms. Tristan eventually moved back home to Newport, RI to start a family and develop his practice with his brother, John Jay. Tristan’s deep experience in investment strategies and relationship-focused approach has helped him provide a highly customized, boutique office-style service for affluent families, small business leaders and executives. Tristan focuses on custom portfolio management, portfolio tax efficiency strategies, business 401(k) structuring and fund selection, business-exit strategy, and philanthropic planning.

Tristan is passionate about problem-solving and thrives on working with "people with momentum"— those who are accelerating in their careers or transitioning into retirement. His focus on the investment side of the business allows him to craft tailored strategies that align with his clients' evolving needs and goals.

A graduate of the College of Charleston, Tristan also studied in Paris, France, enriching his global perspective and understanding of diverse financial markets. Outside of his professional life, Tristan cherishes spending quality time with his wife and two sons, as well as family moments spent at his house in Maine, which he shares with his brother, John Jay. Tristan is a competitive sailor – often competing in various local regattas either on his boat, a Quest 30, Samba, or with friends. He is also an avid skier and golfer. Tristan is a member of the Ida Lewis Yacht Club and the Cruising Club of America.

Colin Roberts is a Vice President, Financial Advisor, Senior Portfolio Manager, and Family Wealth Advisor with the Roberts Mouligne Group at Morgan Stanley. Since joining the team in 2015, Colin has provided families with comprehensive financial guidance and personalized wealth management strategies. His approach helps ensure that every family member, from grandparents to grandkids, is well-prepared for their financial futures. In addition to his focus on generational financial wellbeing, Colin also focuses on portfolio analytics, research of the latest emerging technologies and helping optimize portfolio tax efficiency. He works with various Morgan Stanley resources such as Private Banking, Financial Planning and Research Departments, seeking to ensure clients are connected with the Firm’s top intellectual capital and receive a premier experience.

Before his tenure at Morgan Stanley, Colin honed his analytical skills as an engineering manager at RGS Energy, a national solar company based in Boulder, Colorado. During his time there, he played a pivotal role in designing custom solar systems, helping thousands of families optimize their energy needs.

In 2015, Colin moved back to Rhode Island to join Denise’s Team. Family has always been of utmost importance to Colin. His empathetic approach and dedication to family-centric financial planning have become hallmarks of his service.

Outside of his professional life, Colin enjoys spending time with his family on Hog Island, sailing, fishing, skiing, and woodworking. Colin is a graduate of Tabor Academy and Providence College.

John Jay is a dedicated Financial Advisor, Financial Planning Specialist, and Senior Portfolio Manager at Morgan Stanley. Since joining the firm in 2015, John Jay has been committed to delivering client-focused financial solutions and building lasting relationships with his clients through custom financial planning, portfolio analysis and tailored insurance analysis. John Jay leverages strategic relationships with Firm resources to deliver a premier client experience, such as working with our Private Banking Group to help clients strategize tailored lending solutions in their acquisition of real assets. Through these relationships, he can also assist business owners with 401(k) structuring and fund selection to benefit their employees. His passion for understanding clients' diverse businesses and helping solve complex financial challenges is at the core of his practice.

Before starting his career at Morgan Stanley, John Jay gained valuable experience as a defense contractor for the Air Force and Navy. He also spent time in the yachting industry, where he developed a keen eye for detail and a strong work ethic. The opportunity to build a practice alongside his brother, Tristan, was a pivotal moment in his career, driven by his desire to work in a relationship-driven business environment.

John Jay's approach to financial advising is deeply rooted in his enjoyment of working with people and his commitment to understanding their unique needs and goals. His problem-solving skills and dedication to client success have made him a trusted advisor to many.

Outside of his professional life, John Jay enjoys a variety of activities, including sailing, sporting clays, Brazilian jiu-jitsu, and skiing. He values spending time in Maine at a family house shared with his brother Tristan and cherishes the time spent with his wife and two children, above all. John Jay graduated from Norwich University and University Aix-Marseille III and is a member of the New York Yacht Club.

Charlotte joined Morgan Stanley and the Roberts Mouligne Group in 2021, drawn to the Firm’s core values and the opportunity to work within a robust practice led by a seasoned female Financial Advisor. As a Financial Advisor and Financial Planning Specialist, Charlotte is dedicated to empowering families, professionals and especially women through financial literacy, strategy, and investing with impact. Her concentration is in comprehensive financial planning, custom portfolio construction and in working with Morgan Stanley’s Private Banking Group, she can help clients streamline cash management and integrate lending solutions.

Before transitioning to wealth management, Charlotte built her career in the luxury travel industry, advising high-net-worth clients on bespoke travel throughout the Caribbean and Europe. This experience instilled in her a deep understanding of client needs and helped shape her white-glove approach to service – one defined by high attention to detail, thoughtful communication, and an unwavering commitment to delivering exceptional experiences. Although her work was exciting and allowed her to travel extensively, Charlotte recognized her passion for helping people would be better applied to helping families build long-term financial confidence and meaningful, generational impact.

Charlotte studied Art History, German, and Business at the University of Rhode Island. Outside of the office, she and her husband are active members of the classic yacht community and sail competitively during the summer months. She is a member of the Ida Lewis Yacht Club and the Newport Elks Lodge #104. Aside from sailing, Charlotte also enjoys biking, reading, painting, spending time in Maine and keeping her English Shepherd, Roux, busy.

Morgan Stanley’s Core Values: Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity & Inclusion and Give Back