The Evergreen Group at Morgan Stanley

As a Financial Advisor with nearly 40 years of experience, Jack is committed to providing objective, holistic advice for individuals who want to plan for the future, but don’t necessarily possess the time or resources to do so on their own. Through a client-centric standard of care, Jack and his team work with each client to identify their long-term objectives, and create a financial plan that will help them achieve what matters most in their lives.

His lengthy career in financial services began in 1985 serving individual and institutional investors for The Vanguard Group. This experience provided Jack with a foundational understanding of the industry, the significance that team culture plays in building relationships and how an integral focus on process, philosophy and people can help shape a meaningful experience for clients. In 2001, he brought this knowledge to Morgan Stanley as a founding partner of the Evergreen Group. For his efforts, Jack has been recognized as a Pittsburgh Five-Star Wealth Manager in 2022, 2023 and 2024.

Born and raised in western Pennsylvania, Jack graduated from Pennsylvania State University with a Bachelor’s Degree in Finance, and completed the Securities Industry Institute through The Wharton School at the University of Pennsylvania. He currently resides in Pittsburgh, and spends much of his time outside of work with his daughters, Kali and Mia, along with family and friends. Jack enjoys trips to the beach and mountains, along with participating in outdoor activities like golf, hiking and biking.

After coaching girls’ basketball for over 20 years, Jack now spends his volunteer time mentoring students through the Smeal College of Business Mentors Program at Penn State University. Through this program, Jack is afforded an opportunity to help young individuals identify academic majors, develop leadership skills and plan for a successful career. The program provides a deep sense of fulfillment that comes from helping others realize their dreams, while also keeping him connected to his alma mater and the Penn State community.


2022-2023-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2022-2023-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2022 Award - 12/31/21 - 6/10/22
2023 Award - 11/14/22 - 5/31/23
2024 Award - 09/12/23 - 3/29/24.
https://www.morganstanley.com/disclosures/awards-disclosure.html

Securities Agent: OH, AZ, MN, LA, FL, WI, RI, GA, DC, VA, NM, TN, OR, MD, NY, NH, MS, MI, CT, CA, AK, PA, NC, MT, IN, IL, WV, NJ, KY, AL, WA, SC, NE, CO, AR, TX, NV, MO, MA, DE; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1406551

As a Senior Vice President, Certified Private Wealth Advisor^®, CERTIFIED FINANCIAL PLANNER and Financial Planning Specialist, Christopher has accumulated more than 20 years of experience in Private Wealth Management, and has spent his entire career at Morgan Stanley and its predecessor firms.

He received his training for the CPWA^® designation through Yale University’s School of Management, and his certification through the Investments & Wealth Institute. The designation is an advanced certification for advisors who seek the latest, most advanced knowledge and techniques to address the complex challenges impacting the wealth lifecycle of affluent clients. The CFP^® designation is awarded to those who have met rigorous standards and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when advising clients.

Christopher’s approach toward business is greatly influenced by his father, Mike, who preached "always put the client first” and created the foundation of what is now The Evergreen Group. He’s dedicated to thoroughly understanding each client’s financial position, and utilizes structured fact-finding and communication to determine specific goals as part of his comprehensive wealth management process. Christopher enjoys helping clients imagine their ideal aspirations in life, and then working with them to achieve those dreams often employing enhanced planning strategies involving asset allocation, tax-loss harvesting and other impactful considerations.

A native of Pittsburgh, Christopher graduated from the University of Notre Dame with a degree in marketing, and received his International Business Certificate from the Mendoza College of Business. He’s a proud member of the Notre Dame Club of Pittsburgh.

Christopher spends much of his free time volunteering, and currently serves as the immediate past President of the Board of Directors of Catholic Charities of Pittsburgh. He has a strong drive to give back to the community, and is devoted to making a difference in the lives of individuals he’s fortunate enough to encounter.

As a cancer survivor, Christopher has learned the importance of maximizing the joyful moments of life while also planning for the unexpected. His primary passion away from work and charity is traveling and experiencing new cultures with his wife, Monica. He also enjoys participating in sports, playing board games and spending time with family. An avid reader, he’s helped start several local book clubs.

Securities Agent: AK, MD, IN, IL, FL, CT, AZ, PA, MS, WI, NY, GA, CO, AL, WV, TN, SC, RI, NC, MA, DC, MN, AR, OK, NJ, WA, TX, CA, VA, OH, NE, MO, MI, LA, KY, NM, NH, MT, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1410636

As a Financial Advisor, Associate Vice President and Financial Planning Associate, Matthew utilizes his more than 15 years of experience in financial services to provide professionals, entrepreneurs, families and retirees with individualized financial plans designed to help preserve and grow their wealth.

He takes a straight-forward approach to wealth management, and collaborates with clients to determine their objectives and risk tolerances. Matthew uses the Firm’s modern wealth management analytics and risk management tools to formulate customized strategies to help clients achieve their short-term and long-range goals.

Matthew has worked at Morgan Stanley and its predecessor firms since 2007, and holds a CERTIFIED FINANCIAL PLANNER^® (CFP^®) designation. A CFP^® has met rigorous professional standards, and is committed to adhering to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with clients.

A graduate from the University of Richmond with a degree in Business, Matthew currently resides in Pittsburgh and Colorado Springs and serves clients in both locations. Passionate about health and fitness, he’s competed in many 24-hour endurance races, run over 100 marathons, been highlighted on “American Ninja Warrior” and finished in third place in a 5x ANVIL Triathlon (12-mile swim, 560-mile bike, 13-mile run).

Matthew also loves giving back to the community, and has linked many of his adventure races with raising money for local charities. He’s an active member of Toastmasters International, and recently won the organization’s Divisional International Speech Contest.


Securities Agent: IL, CT, PA, AK, WV, RI, NE, MD, WA, NM, MA, AZ, AL, TX, NY, NC, MS, CO, CA, AR, VA, NH, MI, IN, DE, WI, MN, TN, SC, MT, KY, DC, GA, FL, OH, NJ, MO, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 1406567

As an Associate Vice President, Financial Advisor, Financial Planning Specialist and partner of the Evergreen Group at Morgan Stanley, Jess’s principal role is to identify complex planning issues and concerns facing the team’s clients.

She has considerable knowledge regarding financial planning tools and data analysis, as well as the Firm’s broad service offerings and digital capabilities. Being a self-sufficient, constant learner, Jess is adept at helping clients understand their sources of savings (from liquid to illiquid options), and taking tax implications into consideration as they build their wealth. For her efforts, she’s been a member since 2023 of the Morgan Stanley Pacesetter's Club, a global recognition program for Financial Advisors who early in their careers have demonstrated the highest professional standards and world-class client service.

In 2013, Jess began her career in financial services at PNC Bank’s prestigious Retail Bank Development program where she obtained her investment licenses (Series 7, Series 66 and PA Life and Health Insurance). During her five years at PNC, she established a strong ability to work within a team environment, solve unique customer issues and help individuals and their families achieve their goals. Looking for an opportunity to establish long-term relationships and further develop her skillset, she joined Morgan Stanley in 2018.

Jess graduated with honors (cum laude) from the University of Pittsburgh’s College of Business Administration earning a bachelor’s degree in business administration with a concentration in finance, along with minors in economics and German studies. She received her CERTIFIED FINANCIAL PLANNER designation through the Louisiana State University’s E.J. Ourso College of Business.

Jess resides in Peters Township with her family. She enjoys exploring nature, hiking, snowboarding and traveling the world with her family.



Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients 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 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.

Securities Agent: DE, CO, CA, NY, MS, MI, GA, OK, NC, MN, MA, WV, TX, TN, NH, IN, AL, OH, CT, SC, RI, MT, MO, FL, AZ, WA, VA, NJ, LA, PA, NM, NE, KY, DC, WI, IL, AR, AK, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1083898

With more than two decades of experience in customer service and business management, and often the initial point-of-contact for clients, Liz is an integral member of the Evergreen Group.

Her strong passion for helping others aligns well with her role. Liz specializes in working with clients to meet their administrative needs, while supporting the team’s relationships on an ongoing basis. From all aspects of organizational due diligence to transactional support, she maintains a service model and open lines of regular communication necessary to support clients’ everyday needs. By heading the team’s digital integration strategy, Liz is able to help clients gain a better understanding of how to employ technology to integrate and simplify many of their administrative objectives.

As a Pittsburgh native, Liz enjoys reading, the culinary arts, traveling with friends and family, and is a huge Steelers fan!