The Roeser Barbanente Group at Morgan Stanley

Kathy Roeser is a Managing Director and founder of The Roeser Barbanente Group at Morgan Stanley. For over 35 years, Kathy has been helping successful executives, 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 2008-2024

-Chairman's Club (2008-2025)

Kathy, a Chartered Financial Consultant^®, graduated from the Eli Broad College of Business at Michigan State University. She sits on Indiana University’s Dean’s Business Council and has served on Michigan State University’s Financial Markets Institute 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.

2008-2024 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2008-2023). 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 a seasoned financial advisor with over a decade of experience helping families design tailored financial strategies that support long-term success. As a founding partner of The Roeser Barbanente Group, he focuses on estate planning, wealth transfer, and philanthropic planning, always prioritizing a deeply personalized client experience.

Roberto has earned multiple industry recognitions, including Forbes “Best-in-State Wealth Advisor” (2021–2025), Forbes “Top Next-Gen Wealth Advisor” (2017–2024), and the 2024 Five Star Wealth Manager award. He is also a member of Morgan Stanley’s elite Master’s Club (2021–2025).

He holds a B.A. in Accountancy from DePaul University, where he graduated with honors and played Division I soccer. Outside the office, Roberto enjoys time with his wife and two children and serves on the finance committee of Clearbrook, a nonprofit serving individuals with disabilities.

2021-2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2021-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2017-2024 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 2017-2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

2023-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2023-2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

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. 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. 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 Outsourcing 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 family and friends.

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.

Peter joined The Roeser Barbanente Group at Morgan Stanley following his graduation from the University of Dayton. At Dayton, Peter majored in Finance and Entrepreneurship and was involved in multiple organizations, including: intramural sports, Pi Kappa Phi, and Alpha Kappa Psi. In his free time, Peter enjoys following his favorite sports teams, playing golf, and traveling with friends and family.

Alex assists with maintaining and enhancing The Roeser Barbanente Groups’ client relationships. He provides a wide range of services that support the daily operations of the group.

Prior to joining Morgan Stanley, Alex worked with a large investment advisory firm. Alex earned his bachelor’s degree in Finance and Entrepreneurship from the University of Dayton in May of 2021. At Dayton, he was involved in the Finance Club, intramural sports, and the Universities Fundraising Center. In his free time, Alex enjoys cooking, hanging out with friends, snowboarding, and organizing his annual golf outing that supports The Children’s Heart Foundation.

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.

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.