The Soundview Landmark Group at Morgan Stanley

Gary has dedicated his entire career to serving the financial needs of individuals, multi-generational families and business leaders. His comprehensive approach includes a thorough planning process, tailored solutions and a commitment to providing outstanding service and advice. Gary is proud to be a vital member of Morgan Stanley, having been part of the firm’s history and its predecessor brands for more than 30 years.

Throughout his rewarding career, Gary has been dedicated to continuing education, a cornerstone of the dynamic philosophy of his longstanding practice. This enables him to remain on the forefront of the latest and most effective wealth management strategies and to continually strive to create a more powerful client experience.

Gary earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP^®) in 2015 and received the Certified Portfolio Management (CPM^®) certification from Columbia University in 2009. He also earned the Family Wealth Director designation from Morgan Stanley in 2007. As a Family Wealth Director, Gary has immediate access to the thought leaders and differentiating resources at Morgan Stanley to generate greater financial opportunities for his clients.

In addition to his commitment to professional growth, Gary is dedicated to educating his clients and colleagues in the industry. A charter member of the Portfolio Management Institute (PMI) since its inception in 2004, Gary is a former president and served two terms as a board member of this highly regarded organization. PMI’s primary purpose is to help raise the excellence and proficiency of its members through education and mentoring.

Having lived in Greenwich most of his life, Gary now resides there with his wife and two sons, who all enjoy boating, tennis, skiing and bicycling. He is active in his community and has served as trustee and chair of the asset management committee of his church.

Thomas “Tom” Ross, Senior Vice President, is a Senior Portfolio Manager and Financial Advisor at Morgan Stanley based in Stamford, Connecticut. With over 40 years of experience in the financial services industry, Tom brings to the table a wealth of knowledge and business acumen in helping clients with their personal, financial, and business endeavors. He takes a holistic approach to managing his clients’ wealth, focusing on financial planning with an emphasis on long-term financial goals, and his services include retirement planning, alternative investments, 401(k) rollovers, business planning, and more. For Tom, the most rewarding part about his work is helping his clients achieve their ideal lifestyle and investment goals through extensive planning and risk management.

Prior to becoming a Financial Advisor, Tom spent the early part of his career as a banker, marketing manager, and finally investment analyst, which has given him a distinctive perspective on the markets and a deep understanding of some of the best investment strategies to help his clients achieve their goals. Today, Tom enjoys helping quantify his clients’ needs and navigating the best possible strategies in a constantly changing environment.

Tom is Series 7, 65, and 63 Licensed and holds his Insurance Licenses of Life and Health. Tom earned his Bachelor of Science in Economics from the University of Dayton and his MBA from Pace University.

An active member of the community, Tom has served as a budget representative for his children’s elementary school, a member of the town legislator, a Board Member of one of his town’s largest charities, and one term as President and a member of the Board of Directors of his local sailing club. Tom enjoys the water, boating, staying active, playing tennis/paddle/pickleball, and he has recently taken up golf and bridge. Tom currently resides in Darien, CT along with his wife.

John D. Eng, CFA, Vice President, is a Portfolio Management Director and Financial Advisor at Morgan Stanley. Located in Stamford, CT, John focuses on providing long term financial planning and investment management services to successful executives, professionals, and business owners in the Fairfield County and greater New York area. John is guided by the premise that each client is unique, with their own set of challenges and needs, and he believes that wealth management requires a personalized approach in order to help his clients meet their goals and objectives. John strives to gain a thorough understanding of each clients’ holistic financial picture, risk tolerance, and goals, and then design and implement customized investment solutions to help achieve these goals. For John, the three most important components of a successful client relationship are quality, integrity, and reliability.

John started his career in finance as a corporate banker. After working for 7 years in the NYC middle market he decided to pursue a more entrepreneurial path, and became a Financial Consultant, initially with Merrill Lynch at their NY headquarters, then several years later in 1995, he joined Morgan Stanley in their Stamford, CT office.

Holding a degree in economics from Cornell University and undergoing the course of study to attain his CFA Charter, John possesses deep knowledge and understanding of the economy, financial markets, behavioral economics, and corporate finance. Everyday, John brings a disciplined analytical framework to his role as a Financial Advisor – first in working with clients to articulate and define their goals and objectives, and then as a Portfolio Manager, to customize strategies and effectively manage client portfolios in a risk-adjusted manner. Once clients understand the process and recognize that John’s team is always working with their best interest and values in mind, they become more at ease and are able to focus on the long term. At that point, John’s work can be transformational.

John is Series 7, 65, 63 and 3 Licensed. Outside of work, John is a member of the CFA Society in Stamford, CT, and Cornell Club of Fairfield County. John and his wife, Constance, currently reside in Darien, CT.

David is a seasoned Financial Advisor with over 20 years of experience in managing customized investment portfolios for clients and institutions. Prior to becoming a Financial Advisor, David spent over 15 years trading on the floor of the New York Stock Exchange where he served as a Managing Director at Webco Securities and LaBranche.

In his current role, David helps individuals and families with their holistic wealth and financial planning needs, including alternative investments, portfolio management, retirement planning, cash management and lending solutions, business planning, and more. Throughout his career, David has been able to help his clients successfully navigate through various market cycles and stay on top of market changes and industry trends.

David earned his bachelor’s degree from Carleton College and his MBA from Fordham University. David currently holds his Series 7 and 66 Securities Licenses as well as his Life, Health & Variable Annuity Insurance License.

Outside of work, David is an active member of his community, having coached various youth athletic teams over the years. He continues to pursue his passion for hockey in a local recreation league and is an avid golfer, cyclist and outdoorsman. David resides in Wilton, CT with his wife Tina. They visit their four adult children spread out across the country frequently.

William (Bill) Budd is a CERTIFIED FINANICAL PLANNER™ and experienced financial professional who constructs and oversees tailored bond portfolios for clients. With over 30 years’ experience in the financial markets, including at Lazard Freres, Credit Lyonnais, Mizuho, and CF Global, Bill possesses a wealth of knowledge across the financial industry. He is focused on helping high net worth individuals and families develop and implement customized wealth management strategies to help achieve their ideal lifestyle.

Bill graduated from Dartmouth College and currently holds his Series 7 and 66 Securities Licenses. Beyond his financial pursuits, Bill is a hockey player, avid skier, and an enthusiastic hiker. He actively participates in philanthropic endeavors, frequently taking part in the Pan-Mass Challenge. Bill and his wife Nancy reside in Wilton, CT and have three grown children.

Graham Ross is a Financial Advisor and Financial Planning Specialist with The Soundview Landmark Group at Morgan Stanley. In his current role, Graham focuses on developing customized financial plans and insurance solutions while fostering strong client relationships – a cornerstone of the practice. Graham is passionate about helping people achieve what’s important to them, whether that’s planning for goals such as retirement, or helping give his clients confidence about their investments. To Graham, it is important to take a holistic approach to wealth management. While many in the industry focus on just investments, the members of The Soundview Landmark Group strive to truly understand what is important to their clients, and create effective financial plans in an effort to enable clients to meet their goals and be true to their values.

Prior to joining Morgan Stanley, Graham started and built a successful financial practice in Ohio, where he focused on financial and Medicare planning for seniors. This experience has taught him the key skills needed to help individuals navigate life’s challenges and achieve their goals. Graham graduated from the University of Dayton with a Bachelor of Science in Finance and holds his Series 6, 7, and 66 securities licenses as well as his Life and Health Insurance licenses.

Outside of work, Graham is an avid golfer and enjoys boating with his family on the Long Island Sound. Graham currently resides in Darien, CT with his wife, Sarah, and their one year old Golden Retriever, Lola.

As a Senior Registered Associate, Catherine excels in addressing the complex and sensitive needs of each client’s financial picture. She enjoys delivering exceptional client service and the relationships she has developed with clients. She also assists with daily administrative and operational support to the team. She has a wealth of experience in the Financial Services industry spanning almost two decades.

Catherine has been with Morgan Stanley since 2019. Prior to her career in Wealth Management, Catherine worked for Wells Fargo in Retail Banking as an Assistant Banking Center Manager. She lives in Norwalk, CT and enjoys spending time with her family, traveling and engaging in outdoor activities such as jogging, biking and kayaking.