Gulph Creek Group

Troy Hottenstein is a Private Wealth Advisor who provides investment, estate planning and wealth management advisory strategies to families, endowments, foundations and pension plans. He has been serving the needs of his clients in the financial industry for more than 30 years.

Before joining Morgan Stanley Private Wealth Management in 2013, Troy held senior roles at J.P. Morgan Private Bank and Legacy Advisors, where he dealt extensively with the unique and complex challenges facing wealthy families. He was an Executive Director at J.P. Morgan Private Bank, responsible for advising high-net-worth clients on investment management, credit, banking and estate planning strategies. During his time at Legacy Advisors, an independent Registered Investment Advisor, he managed client portfolios and conducted due diligence on a broad spectrum of investments, including separately managed accounts, mutual funds, ETFs and alternatives.

Troy spent the first part of his career working with and for institutional asset managers in the New York City area, initially joining Comstock Partners in 1991 as a senior research analyst. In 1998, he was hired by UBS to help create a team to service hedge funds and was later promoted to Executive Director and Head of the U.S. equity arbitrage trading desk. In 2005, Troy was recruited to join RG Capital Management, a hedge fund in the Philadelphia area, where he focused on trading the securities of companies involved in corporate actions such as merger arbitrage, spinoffs and bankruptcies.
 
Troy graduated cum laude with a B.A. in economics from Princeton University, where he was a member of the men’s varsity basketball team, garnering three NCAA tournament invitations. He has also earned the designations of Chartered Financial Analyst (CFA),  CERTIFIED FINANCIAL PLANNER™ (CFP^®),  and Morgan Stanley’s Family Wealth Director (FWD) designation. Troy lives in Wayne, Pennsylvania, with his wife, Katrina.  They have three adult children, Sara, Leah and Drew.

Scott Holland is a Private Wealth Advisor with over 20 years of experience serving the long-term needs of high-net-worth clients. By listening carefully to their goals, values, aspirations and concerns, he helps them by developing a comprehensive and customized plan designed to help achieve their financial objectives.  
 
Before joining Morgan Stanley Private Wealth Management in 2013, Scott spent nearly six years at J.P. Morgan Private Bank, where he advised high-net-worth families, foundations and business owners on investment management, credit, banking and estate planning solutions. From 2003 to 2005, Scott worked at F/B/O Services, Inc., a multifamily office in the Philadelphia area, providing tax and accounting services affluent clients. Previously, he was an analyst for Valley Forge Enterprises, a financial services firm that specialized in the design and administration of qualified retirement plans.

Scott holds an undergraduate degree in mechanical engineering from Vanderbilt University and completed the M.B.A. program at the McCombs School of Business at the University of Texas at Austin in 2007. In addition, he is a Chartered Financial Analyst (CFA).

Scott has traveled extensively throughout the world and has visited more than 40 countries across five continents. He is an avid golfer and a Golfweek rater, as well as a member of the Children’s Hospital of Philadelphia Urology Advisory Council. Scott and his wife, Cam, live in Lower Gwynedd, Pennsylvania with their children, Stella and Alexander, and their dog, Sarge.

Kara provides highly personalized advice to her clients that is objective and easy to understand. She is a firm believer in establishing a financial plan in assisting her clients towards achieving their unique financial goals and enhancing their financial well-being. Her unwavering commitment to her clients has led to the development of client relationships that span generations.

Kara is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional and has been serving the needs of her clients for 20 years.

Before joining Morgan Stanley Private Wealth Management in 2013, Kara worked closely with high-net-worth and institutional clients at two independent Registered Investment Advisory (RIA) firms.  She was a Senior Client Relationship Manager, where she worked diligently to ensure that client financial goals and risk tolerance were reflected in their overall planning.  Prior to that role, Kara was a Portfolio Manager for institutional clients. She was also a member of the firm’s investment committee.

Kara graduated cum laude from Susquehanna University with a bachelor’s degree in business administration with an emphasis in finance and a minor in information systems.  While studying abroad at the University of London, she traveled to more than 10 countries.

Kara and her husband, Ryan, live in Lafayette Hill, Pennsylvania, with their two sons, Nathan and Aaron, and rescue dog, Lucky. She enjoys traveling, skiing, spending time with family and friends, and practicing yoga. Kara serves on the Professional Development Committee of Morgan Stanley’s Women in Wealth Philadelphia Chapter.

Jacob Haimson, Registered Client Associate, plays an essential support role for the team that includes providing client service and administrative function. He enjoys being involved in the wealth management process as well as assisting clients in tracking and meeting their long term investment objectives. He looks to ensure that all service needs and inquiries are met in a smooth and efficient manner.

Prior to joining the team, Jacob worked as a Registered Investment Consultant for Merrill Edge. During this time, he specialized in the transitioning of assets during the inheritance process for beneficiaries. In addition to his primary role, he also took on other responsibilities that included client trade execution, transferring assets, wire transfers and various other essential service inquires. He also has mortgage industry experience where he worked as a Loan Officer for Kwik Mortgage.

Jacob graduated from the University of Scranton where he majored in Finance and played lacrosse. He is interested in increasing his investment analysis knowledge and is currently a participant in the CFA^® (Chartered Financial Analyst) Program as a Level III Candidate.

In 2009, Carol joined Morgan Stanley’s Conshohocken office. Prior to Morgan Stanley, she was a Client Associate at Merrill Lynch for more than 26 years where she was a member of the Quarter Century Club, acted as a mentor to her fellow Client Associates, and trained new hires. For over 40 years, Carol has focused on providing clients with first-class service through seamless execution of operational and administrative responsibilities. A graduate of the Keystone School of Business in Springfield, PA, Carol is originally from Havertown, PA and now lives in Cherry Hill, NJ with her husband and daughter.