The Roeser Barbanente Group at Morgan Stanley

Kathy Roeser is a Managing Director and founder of The Roeser Barbanente Group at Morgan Stanley. For many decades, Kathy has been helping successful executives, business owners, professionals and multi-generational families build and protect their wealth.

Kathy’s strategy includes a goals-based approach to financial planning and creating tailored investment management solutions. Taking time at the outset to understand what matters most to each client allows her to create a customized plan that gives clients confidence that they can achieve their financial goals. From younger clients who are focused on wealth accumulation, to mid-life clients whose goals are asset preservation and retirement planning, to older clients who are thinking about estate and legacy planning, Kathy is the advisor they trust to create a personalized wealth-management strategy.

Kathy believes that an educated investor is a better investor, therefore she spends time at each client meeting discussing the capital markets and how they impact a client’s plans. She also is a frequent contributor to financial news publications, such as Forbes and Barron’s, speaks at investment management conventions and hosts financial-planning seminars.

In recognition of her experience and commitment to clients and educating the public, Kathy has received numerous distinctions and professional accolades. Recently she was named to Barron’s Financial Advisor Hall of Fame, which recognizes advisors who have appeared in 10 or more of Barron’s annual Top 100 Advisor rankings. Kathy has been named to the Firm’s prestigious 2025 Chairman’s Club, an elite group composed of the Firm’s top Financial Advisors. The appointment recognizes Kathy's consistent creativity and excellence in providing a wide range of investment products and wealth management services to her clients.

Additional rankings include:
-Forbes Best-In-State Wealth Advisors from 2018-2025

-Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State from 2017-2025

-Forbes Best-In-State Wealth Management Teams for 2025

-Barron's Top 1,200 Financial Advisors: State-by-State from 2015-2025

-Barron's Top 100 Women Financial Advisors from 2008-2025

-Chairman's Club 2008-2025

Kathy, a Chartered Financial Consultant^®, graduated from the Eli Broad College of Business at Michigan State University. She serves on Indiana University’s Dean’s Business Council and Michigan State University’s Wealth Management Advisory Board. Kathy is active with several charities, including the YMCA of Metro Chicago, where she serves on the Board of Managers, along with the Make-it-Better Foundation. Outside of the office, she enjoys time with her husband and two sons, playing golf and traveling.


Barron's Hall Of Fame 2022 List
Source: The Barron’s “Hall of Fame” list, published throughout 2022. Based on Barron’s rankings received over the prior 10 years.

2017-2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State(formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2017-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

2018-2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2024-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

2008-2025 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2008-2024). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.

2015-2025 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 2015-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Roberto Barbanente is an Executive Director and co-founder of The Roeser Barbanente Group at Morgan Stanley. He works with successful executives, business owners, professionals, and multi-generational families, helping them simplify complexity and make confident financial decisions through comprehensive wealth management, investment strategy, retirement planning, and legacy planning.

Known for his thoughtful, goals-based approach, Roberto takes the time to understand what matters most to each client, creating personalized strategies designed to help preserve, grow, and transfer wealth across generations. He believes informed clients make better decisions and is committed to providing clear guidance through changing market environments.

Roberto has been recognized among the industry’s leading advisors, including being named to the Forbes Best-in-State Wealth Advisors (2021–2026), Forbes America’s Top Next-Gen Wealth Advisors (2017–2025), Forbes Best-in-State Wealth Management Teams (2024–2026), and Morgan Stanley’s Master’s Club (2023–2026).

A graduate of DePaul University’s Driehaus College of Business, Roberto was also a Division I soccer player at DePaul. A first-generation Italian-American whose parents were born in Italy, he enjoys traveling throughout Italy with his family and maintaining strong ties to his heritage. He serves on the Board of Managers for the Clearbrook and, outside of work, enjoys golf, travel, and spending time with his wife, two children and two dogs.

2021-2026 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2021-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2017-2025 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

2024-2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

Morgan Stanley Wealth Management Master’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Club membership is no guarantee of future performance.

Matt Roeser is a Financial Advisor with The Roeser Barbanente Group at Morgan Stanley, where he helps clients design personalized, goals-based financial plans to guide them through every stage of life—from wealth accumulation to retirement and beyond.

Known as a trusted “go-to” resource, Matt’s clients rely on him not just for financial advice, but also for help navigating complex situations. His early experience on the servicing side of the business gives him a deep understanding of Morgan Stanley’s platform, making him especially effective in coordinating with clients’ attorneys, tax professionals, and insurance advisors to provide seamless, comprehensive service.

Matt understands that financial decision-making can be overwhelming. He focuses on simplifying the process, helping clients make confident choices that align with their goals and protect what matters most.

Matt holds FINRA Series 7 and 66 licenses as well as Illinois Life and Health Insurance licenses. He graduated from Indiana University’s Kelley School of Business in 2018 with a B.A. in Finance.

Adam Fleishman serves as a Managing Director and Senior Portfolio Manager at Morgan Stanley, leveraging over 38 years of investment experience to assist accomplished executives, professionals, individuals and families in growing and safeguarding their wealth.

Having spent the last Adam 30 years at Morgan Stanley, Adam believes success in achieving important financial goals starts with a comprehensive wealth strategy. Adam will help you define what is most important to you and then formulate the strategies that are appropriate for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals.

Adam earned a Bachelor of Science in Business and Finance with honors from the University of North Carolina at Chapel Hill in 1987. During that time, he was inducted into Phi Beta Kappa, Beta Gamma Sigma and was a three-time Letterman working as a student basketball manager under legendary Hall of Fame coaches Dean Smith and Roy Williams. He went on to earn his MBA from UNC Chapel Hill in 1991, again achieving Beta Gamma Sigma Distinction.

Adam serves on the UNC Investment Management Action Council and actively supports multiple charities. In addition, he enjoys spending time with his wife, three daughters, golf, traveling and playing with his dog, Miss Josie.

Harris Mandel supports the team's clients by performing analytical functions related to portfolio allocations and reporting, trading and retirement planning. He is also the team's liaison for executive compensation plans.

Harris is a Chartered Retirement Plan Counselor^®, bringing years of client service experience and a vast knowledge of investment operations to his current position as a Financial Planning Analyst. In his previous role as a Client Service Analyst, he worked closely with clients to provide daily support for their requests, such as processing transactions, executing portfolio changes, and creating meeting reports and proposals. Prior to joining The Roeser Barbanente Group at Morgan Stanley, he worked in the Investment Operations department of a large bank, gaining a broad understanding of all aspects of investment operations.

Harris' professional honors and achievements include FINRA Series: 3, 7, and 66 licenses, Illinois Life and Health Insurance licenses and Chartered Retirement Plan Counselor (CRPC^®).

Harris earned his bachelor's degree in finance from Bradley University. In his free time, he enjoys traveling, sports, and spending time with his wife and two children.

Disclaimer: This role cannot solicit or provide investment advice.

Charlie Manion assists in managing The Roeser Barbanente Group at Morgan Stanley's daily operations and administrative functions. He has a significant role in providing a high variety of client value-adding services, such as: running capital sufficiency and risk analyses, enhancing digital engagement, and ensuring clients understand and utilize the Morgan Stanley benefits readily available to them.

In addition, he is responsible for maintaining clients’ accounts and implementing marketing and social media strategies on behalf of the team. Charlie prides himself on providing highly attentive and efficient service to all clients. Charlie's professional honors and achievements include FINRA Series 7 and 66 licenses and Illinois Life and Health Insurance licenses.

Charlie joined The Roeser Barbanente Group at Morgan Stanley following his graduation from Creighton University, where he majored in Financial Planning and German. At Creighton, he was involved in several clubs and organizations, including Creighton Club Hockey, Inter Residence Hall Government, the Freshman Leadership Program and the Dean’s Fellows Program. In his free time, Charlie enjoys traveling, working out and exploring the city with his friends.

Disclaimer: This role cannot solicit or provide investment advice.

As a Wealth Management Associate for The Roeser Barbanente Group, Peter works with both our financial advisors and our clients. With a commitment to high service, he plays an integrate role in establishing and maintaining client relationships. Peter prides himself on providing efficient and attentive support to our clients’ daily needs to help them achieve their financial goals. Peter’s professional honors and achievements include FINRA Series 7 and 66 licenses and Illinois Life and Health Insurance licenses.

Peter joined The Roeser Barbanente Group at Morgan Stanley following his graduation from the University of Dayton, where he majored in Finance and Entrepreneurship. In his free time, Peter enjoys trying new restaurants, following Chicago sports and Dayton Flyer basketball, and playing golf.

As a Registered Client Service Associate, Alex brings a client-first, goal-oriented mindset to every interaction, working directly with the Financial Advisors and clients to help deliver personalized solutions that align with both short and long-term financial goals.

Alex has extensive experience on the servicing side of the business, where he skillfully navigates Morgan Stanley’s broad range of offerings and capabilities. He is responsible for conducting financial transactions, opening and servicing client accounts and ensuring a seamless client experience. In addition to his client service responsibilities, Alex plays an active role in implementing and executing marketing strategies and client events that help enhance business development and deepen relationships.

Alex’s professional honors and achievements include the Series 7, Series 63, and Series 65 licenses, as well as Life and Health Insurance licenses, allowing him to support a wide range of client needs across all forms of the business.

Outside the office, Alex is dedicated to giving back—he proudly hosts an annual golf outing benefiting the Children’s Heart Foundation, supporting critical research and care for children with congenital heart defects. In his free time he enjoys cooking, spending time with family and friends and snowboarding.

As a Wealth Management Associate for The Roeser Barbanente Group at Morgan Stanley, Michael Roeser supports both our financial advisors and our clients. Michael creates analytical reports to offer clients insights into their investments, as well as help them navigate various complex financial situations while offering strategic solutions. Michael also assists the team with its overall investment strategy and implementation, market research efforts, as well as serving as a general resource to our clients for their everyday needs.

Michael leverages previous experience as a financial analyst for Jones Lang LaSalle as well as a leadership role for a Chicago-based energy start-up where he managed the company’s client relations as their President of Customer Success.
Michael’s professional honors and achievements include FINRA Series 7 & 66 licenses, Illinois Life & Health Insurance licenses.

A graduate from The University of Texas at Austin in 2019 with a degree in Economics and a minor in Business, Michael has a passion for playing and watching sports, traveling with his family and friends, and reading about history.

Disclaimer: This role cannot solicit or provide investment advice.

As a Registered Client Service Associate at Morgan Stanley, Celestina McLaughlin aids in supporting The Roeser Barbanente group and its valued clients. Celestina is passionate about maintaining secure client relationships through assisting in daily operations of the team and providing a range of administrative functions.

Prior to joining Morgan Stanley, Celestina worked with a large investment firm based in Minneapolis Minnesota. She earned her bachelor’s degree in biology from the College of Saint Benedict in May of 2020 where she spent her time as a member of the College of Saint Benedict dance team and volunteering with St. John’s Preparatory School. Outside the office, she enjoys spending time with her family, reading a good book, golfing with friends, and volunteering as a wish granter for The Make-a-Wish Foundation.

Andrew began his financial services career at the Union Bank of Switzerland (UBS) and joined Morgan Stanley after earning his BBA in Finance from Loyola University Chicago. His role within the team revolves around helping families navigate complex financial decisions through personalized financial plans, tax minimization strategies, estate and wealth transfer illustrations, and investment attribution analyses.

Andrew’s professional honors and achievements include earning the Chartered Retirement Plan Counselor (CRPC^®) designation and holding FINRA Series 7 and 66 licenses.

Outside of the office, Andrew loves to explore different regions of the world with his wife Gina, chase around their French Bulldogs, Bonnie and Reba, and attend local sporting events.

Andrew currently resides in the north suburbs of Chicago with his wife Gina and their French Bulldog, Bonnie. In his spare time, he enjoys attending sporting events, traveling, and golfing.