Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Named to the 2025 Forbes Best-In-State Wealth Management Teams Ranking
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

As your dedicated wealth management team, our role is to tailor a personalized financial strategy which fits your needs. In our experience working with clients, we have developed a step-by-step approach to service:
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    Discovery Process
    We take the time to fully understand you and your family - whether you're planning for retirement, purchasing a home, or living out your golden years - we consider all of your challenges, goals, and aspirations when building your financial picture.
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    Forming Your Strategy
    Using your life goals as the compass, we create a risk-balanced strategy which maps a clear path to achieving your success.
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    Implementing Your Plan
    We apply extensive research and analysis, and also utilize Morgan Stanley's full suite of resources, to ensure swift decisive action in all market scenarios.
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    Measuring Your Success
    We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.

Financial Planning

The Morgan Stanley Wealth Management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.

The sophisticated suite of tools and the extensive list of resources that Morgan Stanley offers, allows us to implement the Morgan Stanley Wealth Management process and translate your goals into reality.

Whatever your financial goal - whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
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    1. Personal
    Highly individualized and committed to helping you achieve financial success.
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    2. Flexible
    Responsive to changes in your life and in your priorities over time.
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    3. Comprehensive
    Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us.
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    Financial Planning Analysis
    To begin your complimentary financial planning analysis, please click the link below.
    Financial Planning Questionnaire

Our History

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Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values - Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity and Inclusion, and Give Back.
Our 85 Year History
Explore our new interactive historical timeline to learn about Morgan Stanley through the decades - from our foundational years to building smarter wealth in modern times.
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A Bank Built On Integrity
A documentary highlighting all of the people and moments that define Morgan Stanley.
Discovery Our History
Morgan Stanley Wealth Management
For 85 years, Morgan Stanley has been a global leader in financial services, with the scale and stability to help bring you valuable opportunities. Our priority is managing wealth with dedicated care and providing financial advice to help support your goals at any stage of life.
Learn More About MSWM
Morgan Stanley Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn More About Reserved Living & Giving

Morgan Stanley Resources

At Morgan Stanley, we provide clients with easily digestible financial analysis from our market research experts. The links below provide further insight on the markets and economic landscape as well as our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life.
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    The GIC Weekly
    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
    Click here for the latest GIC
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    On the Markets
    Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
    Click here to read the article
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    How to Handle Volatility
    Markets have gotten much more volatile recently. Here’s why investors should keep their focus on the long game.
    Click here to learn more
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    Tax Management
    The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan. Read more from Morgan Stanley's Tax Management site below.
    Click here to learn more
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    The Morgan Stanley Minute
    Explore insights on today's most important investment topics, including green bonds, active management, cybercrime and monetizing small business.
    Click here to watch

Location

150 Jfk Parkway 2nd
Fl
Short Hills, NJ 07078
US
Direct:
(973) 921-6431(973) 921-6431

Meet The Short Hills K2 Group

About Kenneth Levene

Kenneth Levene is a Senior Vice President and Financial Advisor at Morgan Stanley. With over 30 years of experience in the financial services industry, Ken focuses on financial planning and comprehensive wealth management for high net worth individuals, corporate executives, and multigenerational families.

A graduate of Rutgers University with a degree in economics, Ken began his career at Mitsubishi Bank as an analyst in the credit and bond department. He later became an assistant at Merrill Lynch, and in 1989 he started working as a broker at Shearson, which would later become Smith Barney. In 2008, Ken joined Morgan Stanley so he could offer his clients more comprehensive wealth management services.

A true people person, Ken approaches each new relationship by developing an understanding of where his clients are in life and where they hope to go. He gives his clients transparency around his fee structure and communicates regularly about the progress of their portfolios. Ken also believes in going the extra mile for his clients – he’s been known to hop on the phone with a local bank to help a client’s adult child with the home buying process, for instance. Ken also enjoys educating his clients’ children about investing, and he takes great pride in offering environmentally and socially conscious investment options.

Outside of work, Ken likes to stay active. He played Division I soccer in college and later coached several youth sports teams when his children were young. Today he enjoys biking, swimming, running, and lifting weights, as well as traveling with his wife. Ken also gives back to his community through several local charities.
Securities Agent: HI, OK, PA, IL, AZ, TX, OH, NV, NC, MI, CO, WA, NH, MA, DE, CT, VT, UT, WV, RI, MO, FL, TN, MN, GA, SC, NY, NJ, MD, DC, CA, VA, OR; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1298035

About David E Brown

David Brown is a First Vice President and Financial Advisor at Morgan Stanley. With nearly 40 years of experience in the financial services industry, Dave focuses on providing tailored investment advice to individuals and their families.

A graduate of the State University of New York at Stonybrook with a degree in economics and business, Dave began his career in 1983 at Shearson American Express as a trade support clerk on the institutional government bond trading floor. He went on to become a government bond options trader managing a portfolio of options and securities for Lehman Brothers. In 1991, Dave entered the training program to become a retail broker and has been providing advice to his clients ever since.

Dave has a diverse client base that includes all generations, from great grandparents down to children. Many of Dave’s clients have been with him as life events have changed their investment needs and as their families have grown. Strategies include investments in stocks, bonds, and alternatives to provide income for retirement, growth for future needs, and balanced portfolios for diversification.

Dave is married to his college love Leslie, and they have 3 children and two grandchildren. He enjoys fitness, food, and family. Dave likes to learn new skills each year and his past accomplishments includes auto mechanics, electrical, plumbing, landscaping, and scuba to name a few.
Securities Agent: NJ, AZ, NC, MT, NH, KS, DE, CA, NM, IN, VT, HI, WV, SC, OH, OK, NV, MN, GA, FL, DC, RI, OR, MO, MA, VA, UT, TX, MD, CT, CO, WA, NY, IL, TN, PA, MI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1297784

About Kenritsu Hamasaka

Kenritsu Hamasaka is a Financial Advisor at Morgan Stanley. After gaining multifaceted experiences including finance at Gain Capital, Kenritsu joined Morgan Stanley in 2016 as a wealth management advisor. With years of experience working with a variety of clients, from individuals to businesses, Kenritsu knows that an individualized financial strategy that encompasses each client’s financial goals, time frame, and risk tolerance is essential when matching his clients with the right financial products and services.

Traversing across 16 countries across four continents throughout his career, Kenritsu’s admiration for humanitarian concerns developed while visiting Burkina Faso and Nigeria as a volunteer helping underprivileged youths. On another mission to Paraguay, he helped establish sustainable villages through farming, building homes and schools. His latest endeavor took him to Taiwan where he started his own bakery business. He gained invaluable business experience both as a french macaroon connoisseur and an entrepreneur. Wanting to pay forward what he had learnt, he began sharing his experiences through cooking classes for local charities.

Kenritsu’s vision and untiring commitment to nurturing relationships with his clients of diverse backgrounds ensures the long-term viability of his portfolios. He follows a disciplined process regarding transparency, risk management, and absolute confidentiality.

Outside of the office, he enjoys golfing and cooking with his wife. He loves world history and trotting around the globe. Kenritsu is an avid fan of motor sports and football. He is fluent in Japanese and speaks a little Taiwanese and Korean. He holds a black belt in Judo.
Securities Agent: OR, CT, TX, NC, WV, WA, NY, MA, CA, VA, PA, OK, TN, SC, RI, MD, DC, AZ, NH, MO, GA, UT, HI, CO, OH, MN, VT, MI, IL, FL, DE, NV, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1539486
CA Insurance License #: 0L42347

About Jayme Kyritz

Jayme joins Morgan Stanley with over a decade of financial experience as a Wealth Management Associate for The Short Hills K2 Group. Before advancing to her current role, Jayme was a Client Service Manager at an RIA firm where she was a utility team member with responsibilities on the Operations, Financial Planning, Investment and Wealth Advisor departments. Jayme was also the New Accounts Manager for the Client Service and Operations business unit at City National Rochdale where she managed a team responsible for direct investment channel onboarding clients to service over $50 billion in AUM. She started her career at Smith Barney in the Field Services division before the merger with Morgan Stanley. During her time at Morgan Stanley, Jayme was a Manager in the Finance department, as well as a Portfolio Associate on a Private Wealth Management team. She brings her client onboarding and relationship management skills to the role at here at Short Hills. Jayme’s passion for relationship management and dedication to delivering an exceptional client experience align perfectly with the team’s commitment to providing the highest level of support and service. Jayme graduated from the University of Maryland with a Bachelor's degree and obtained a Master's degree from PennWest California. She currently holds Series 7 and 66 licenses and is enrolled in Boston University's Financial Planning Certificate Program. She lives in Cedar Grove, NJ, with her husband and two children. Jayme is an avid reader, enjoys running and working out.

About Ellen Reyes

Ellen’s focus on client service and attention to detail ensures our clients’ experience with our team exceeds their expectations. She has worked in the financial services industry since 1980 and has been with Morgan Stanley since 1997. Ellen graduated from the College of the Holy Spirit in Manila, Philippines with courses in Liberal Arts and Bachelor of Science in Commerce.
Wealth Management
Global Investment Office

Portfolio Insights

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Short Hills K2 Group today.
Market Information Delayed 20 Minutes
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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.

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8Morgan Stanley 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 consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

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9The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures
CRC 6491812 (04/2024)