Managing Director, Private Wealth Management, Private Wealth Advisor, Global Sports and Entertainment Director
Phone:
(617) 570-9240(617) 570-9240
Morgan Stanley Private Wealth Management
The Strachan Group
Direct:
(617) 570-9240(617) 570-9240
Our Mission Statement
You have goals for your lifestyle, your family, and your legacy, and we empower you to achieve those goals by delivering comprehensive wealth planning solutions.
Welcome: The Strachan Group
The Strachan Group at Morgan Stanley Private Wealth Management is a comprehensive Wealth Management team combining decades of experience with Morgan Stanley’s strength, stature and resources.
Your financial success is my team’s first priority. We look forward to combining our experience and skills to help you address the challenges and complexities of wealth so that you can accomplish things in life that are essential to you.
Significant wealth is complex, and it requires significantly superior care. For over 35 years, our commitment to our clients has been centered on providing unparalleled service that goes beyond expectations. You have goals for your lifestyle, your family, and your legacy, and we empower you to achieve those goals by delivering comprehensive wealth planning solutions.
We know how hard you worked to accumulate your wealth, and we are committed to working together to keep your goals in focus.
Your financial success is my team’s first priority. We look forward to combining our experience and skills to help you address the challenges and complexities of wealth so that you can accomplish things in life that are essential to you.
Significant wealth is complex, and it requires significantly superior care. For over 35 years, our commitment to our clients has been centered on providing unparalleled service that goes beyond expectations. You have goals for your lifestyle, your family, and your legacy, and we empower you to achieve those goals by delivering comprehensive wealth planning solutions.
We know how hard you worked to accumulate your wealth, and we are committed to working together to keep your goals in focus.
Capabilities
- Comprehensive Wealth Planning
- Investment Management
- Philanthropy Management
- Risk Management
- Asset AllocationFootnote1
- Sustainable & Responsible InvestingFootnote2
- Tax, Trust & Estate AdvisoryFootnote3
- Lifestyle Advisory ServicesFootnote4
- Family Governance & Wealth Education
- Cash Management & LendingFootnote5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
AWARDS
Barron's Top 100 Financial Advisors
2008,2009, 2014-2020: Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barron's.com (April 2008, 2009, 2014-2020) 2008, 2009, 2014-2020 Barron's Top 100 Financial Advisors awarded in 2008, 2009, 2014-2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2007 - Dec 2019.
Forbes America's Top Wealth Advisors
2019, 2021, 2022: Forbes America's Top Wealth Advisors
Source: Forbes.com (August 2019, 2021, 2022) 2019, 2021, 2022 Forbes America's Top Wealth Advisors ranking awarded in 2019, 2021, 2022. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/19 - 3/31/22.
Barron's Top 50 Private Wealth Management Teams
Barron's Top 50 Private Wealth Management Teams 2020
Source: Barron's.com (April 2020) 2020 Barron's Top 50 Private Wealth Management Teams ranking awarded in 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019
Forbes Best-In-State Wealth Management Team
2023-2024: Forbes Best-In-State Wealth Management Team
Source: Forbes.com (Jan 2023-2024) 2023-2024 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023-2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/21–3/31/23
Barron's Top 1,200 Financial Advisors: State-by-State
2012-2022 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: Barron's.com (March 2012-2022) 2012-2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2012-2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2021
Financial Times 400 Top Financial Advisors
2013, 2014 Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2013) Data compiled by Financial Times based on data as of 12/31/12.
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.
WHO WE WORK WITH
Our clients are primarily successful professionals, athletes & entertainers, business owners, families and executives: some of whom are at the height of their careers, some of whom are approaching retirement, and all of whom are our first priority. We take great pride in the fact that our clients come to us not only for investment assistance, but guidance on virtually all financial matters. We are often asked to meet with children or grandchildren so they can better understand the responsibilities that come with the wealth they will inherit someday. And when we do not have all the answers, we can draw upon the extensive resources of Morgan Stanley, one of the world’s most respected financial services firms.
Athletes & Entertainers
Morgan Stanley's Global Sports & Entertainment is a highly specialized wealth management division, dedicated to serving the unique and complex needs of athletes, entertainers, creators and top professionals in the sports and entertainment industry. The Strachan Group can help you navigate these complex situations - our story begins with you. Delivering the powerful resources of Morgan Stanley, we work to translate your goals into a financial strategy designed to help grow assets, preserve wealth and ensure a successful financial life and legacy.
Working Professionals
Understanding your goals is an important part of our relationship. We provide valuable guidance to working professionals in developing a comprehensive financial plan to achieve your short - and long-term goals. As a team we offer advice on topics such as budgeting, debt management, retirement planning, investment strategies, and tax planning strategies. We help you navigate major life changes such as starting a family, buying a home, or changing careers. Our goal is to help you make informed decisions and take control of your financial future.
Business Owners
We play an important role in helping business owners manage their finances and make strategic decisions. We can provide guidance on topics such as cash flow management, investment strategies, risk management, and tax planning strategies. We can help business owners navigate complex financial regulations and provide advice on financial issues that may arise during the life cycle of the business. By working with us, business owners can make informed decisions and better position their business for long-term success.
Families
Helping families navigate complex financial decisions and develop a plan to achieve their financial goals is something we pride ourselves on. We will provide guidance on topics such as debt management, retirement planning, investment strategies, tax planning, and estate planning strategies. Our team helps families navigate major life events such as marriage, divorce, and the birth or adoption of children. By working with us families can make informed decisions and better position themselves for long-term financial stability and success.
Next-Gen Clients
Working with Next-Gen clients involves understanding your unique financial goals, values, and challenges. Next Gen clients are often more technologically savvy and value transparency and personalized services. Therefore, we adapt to their preferences, leverage technology to enhance your services, and communicate effectively to build strong relationships and trust with this generation of clients.
Intergenerational Wealth Planning
Highly-skilled accountants and estate attorneys are vital to constructing sound wealth-transfer plans, but sometimes it is the matters these experts cannot address that pose the greatest challenges. Each family is unique of course. That said, many families do share common stresses and concerns that can foster conflict.
PLANNING FOR YOUR FAMILY'S FINANCIAL NEEDS
Trust & Estate Planning
Conversation about your estate and legacy are never easy. Our team will be with you every step of the way to help analyze your estate structures so that your needs are efficiently and thoroughly addressed.
Common Questions
Philanthropic Goals
Magnify the impact of your philanthropic efforts by defining a clear mission and maintaining your focus, including advice on how to govern a family foundation to maintain alignment with your goals.
How to Sharpen Your Philanthropic FocusFamily Governance
Most families either never address their governance needs or wait until they are in a crisis—picking up the pieces afterwards—before they finally get serious about creating and implementing a robust family governance system.
What Makes a Sound Governance System?
Tax-Savvy Ways to Give
Many of our clients would like to support the causes and people they care about and also save on taxes. Fortunately, we're well versed on strategies that may help you accomplish both. If you’re inclined to help others, consider these tax-efficient ways to make your giving go further.
Consider These Strategies
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
Liquidity Access Line
You can use eligible securities in your investment account(s) as collateral for a line of credit that we call a Liquidity Access Line (LAL). This line of credit can help you with a variety of financing needs, such as real estate purchases, tax obligations, business expenses, and more.
Watch this Video to Learn More
Wealth Education
Financial literacy means being empowered with the knowledge to make smarter financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
A Family Affair
Cybersecurity for Families
Whatever your cybersecurity needs, our innovative technology can help you address the particular challenges of your situation to help you stay safe in an increasingly complex digital world.
Stay CybersafeLocation
28 State Street
Fl
Boston, MA 02109
US
Direct:
(617) 570-9240(617) 570-9240
Meet The Strachan Group
Keri Arone, CIMA®
Financial Advisor, Financial Planning Specialist
Phone:
(617) 570-9269(617) 570-9269
First Vice President, Financial Advisor, Workplace Advisor - Equity Compensation, Global Sports and Entertainment Associate Director
Christine Mastrocola
Vice President, Chief of Staff, Financial Planning Specialist
Phone:
(617) 570-9414(617) 570-9414
Austin Masel, CRPC
Private Wealth Management Registered Client Service Associate, Financial Planning Specialist
Phone:
(617) 570-9245(617) 570-9245
Bryce McNally
Private Wealth Management Client Service Associate
Phone:
(617) 570-9232(617) 570-9232
Alexandra Corsetti
Private Wealth Portfolio Associate, Financial Planning Specialist
Phone:
(617) 570-9511(617) 570-9511
About Brian Strachan
Brian is Managing Director, Private Wealth Advisor and head of The Strachan Group at Morgan Stanley Private Wealth Management. As a Barron’s Hall of Fame Advisor, he has more than thirty-five years of experience in the wealth management industry, assisting clients in reaching in their financial goals.
Brian focuses on advising high net-worth families in developing and implementing both a comprehensive and holistic wealth management strategy. By utilizing the resources of Morgan Stanley Private Wealth Management, Brian and his team advise clients on all aspects of wealth planning including asset allocation, manager selection, legacy and trust planning, cash management and philanthropic services.
The Strachan Group was named to Forbes Best-In-State Wealth Management Teams in 2023. Brian was named to Forbes Best-In-State Wealth Advisors list for 2022, and has been recognized numerous times on Barron’s list of the Top 100 Financial Advisors in the country (2008, 2009, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021). He has also been ranked for the past ten consecutive years in Barron’s Top 1,200 Financial Advisors State by State. Brian was chosen for the Financial Times Top 400 Financial Advisors in both 2013 and 2014.
Brian has been featured in numerous publications including Worth Magazine, Research Magazine and Dow Jones. Brian has also been a panelist at Barron’s conferences and High-Net-Worth forums throughout the New England area.
Brian received a Bachelor of Science degree from the Whittemore School of Business at the University of New Hampshire. Brian is former board member of St. Sebastian’s School in Needham, MA and an avid supporter of Camp Harborview. Brian and his wife, Aleece, split their time between Boston, MA and Naples, FL. Outside of the office, Brian enjoys spending time with his four adult children, golfing, and exercising.
Disclosure: https://mgstn.ly/3J3ywqw
Learn more about my specialty in Equity Compensation
2008-2009, 2014-2015, 2016-2020 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016-2020). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2019, 2021-2022 Forbes America's Top Wealth Advisors
Source: Forbes.com (2019, 2021-2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
Barron's Top 50 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2020) Data compiled by Barron's based on time period from Dec 2018 - Dec 2019.
2012-2022 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 2012-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
2023 Forbes Best-in-State Wealth Management Teams
Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2013) Data compiled by Financial Times based on data as of 12/31/12.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.
Brian focuses on advising high net-worth families in developing and implementing both a comprehensive and holistic wealth management strategy. By utilizing the resources of Morgan Stanley Private Wealth Management, Brian and his team advise clients on all aspects of wealth planning including asset allocation, manager selection, legacy and trust planning, cash management and philanthropic services.
The Strachan Group was named to Forbes Best-In-State Wealth Management Teams in 2023. Brian was named to Forbes Best-In-State Wealth Advisors list for 2022, and has been recognized numerous times on Barron’s list of the Top 100 Financial Advisors in the country (2008, 2009, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021). He has also been ranked for the past ten consecutive years in Barron’s Top 1,200 Financial Advisors State by State. Brian was chosen for the Financial Times Top 400 Financial Advisors in both 2013 and 2014.
Brian has been featured in numerous publications including Worth Magazine, Research Magazine and Dow Jones. Brian has also been a panelist at Barron’s conferences and High-Net-Worth forums throughout the New England area.
Brian received a Bachelor of Science degree from the Whittemore School of Business at the University of New Hampshire. Brian is former board member of St. Sebastian’s School in Needham, MA and an avid supporter of Camp Harborview. Brian and his wife, Aleece, split their time between Boston, MA and Naples, FL. Outside of the office, Brian enjoys spending time with his four adult children, golfing, and exercising.
Disclosure: https://mgstn.ly/3J3ywqw
Learn more about my specialty in Equity Compensation
2008-2009, 2014-2015, 2016-2020 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016-2020). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2019, 2021-2022 Forbes America's Top Wealth Advisors
Source: Forbes.com (2019, 2021-2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
Barron's Top 50 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2020) Data compiled by Barron's based on time period from Dec 2018 - Dec 2019.
2012-2022 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 2012-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
2023 Forbes Best-in-State Wealth Management Teams
Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2013) Data compiled by Financial Times based on data as of 12/31/12.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.
Securities Agent: ME, GA, FL, MT, LA, CT, NC, IL, WY, VT, VA, SC, RI, MI, UT, PA, OH, NY, NH, DE, AL, TX, TN, OR, NJ, CA, AZ, NV, MD, MA, KY, IN, CO, WA, NM; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1270190
CA Insurance License #: 0B09227
NMLS#: 1270190
CA Insurance License #: 0B09227
About Keri Arone
Keri joined The Strachan Group in September, 2005. In her role as a Financial Advisor, Keri focuses on implementing strategies that help clients reach their financial goals. She is a Certified Investment Management Analyst® (CIMA®), a certification awarded by the Institute of Investment Management Consultants. Keri focuses on monitoring client portfolios and providing analytical support. She also uses the resources available at Morgan Stanley to develop financial strategies for new and existing clients.
Prior to joining the group, Keri worked as a Financial Advisor at American Express. Keri graduated with honors from the Whittemore School of Business at the University of New Hampshire and obtained her CIMA® designation from The Wharton School. Keri is an active runner and has completed multiple marathons, including four in Boston. Keri lives in Waltham with her husband and three children. Outside of the office, Keri can be found spending time with her family on Martha’s Vineyard, volunteering her time to the children’s youth hockey organization and watching her kids play sports.
Keri Arone, Pacesetter's Club Member since 2023
Disclosure: https://mgstn.ly/3J3ywqw
Learn more about my specialty in Equity Compensation
Prior to joining the group, Keri worked as a Financial Advisor at American Express. Keri graduated with honors from the Whittemore School of Business at the University of New Hampshire and obtained her CIMA® designation from The Wharton School. Keri is an active runner and has completed multiple marathons, including four in Boston. Keri lives in Waltham with her husband and three children. Outside of the office, Keri can be found spending time with her family on Martha’s Vineyard, volunteering her time to the children’s youth hockey organization and watching her kids play sports.
Keri Arone, Pacesetter's Club Member since 2023
Disclosure: https://mgstn.ly/3J3ywqw
Learn more about my specialty in Equity Compensation
Securities Agent: SC, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2417773
NMLS#: 2417773
About Connor Strachan
Connor is a Financial Advisor at The Strachan Group, where he helps affluent families develop and implement comprehensive and holistic wealth management strategies. Utilizing the resources of Morgan Stanley Private Wealth Management, Connor advises clients on all aspects of wealth planning, including asset allocation, manager selection, legacy and trust planning, cash management, and philanthropic services.
With a background in professional football, including a career in the National Football League and the XFL, Connor brings a unique perspective and determination to his work. Prior to his time in professional football, he was a four-year starter on the Boston College varsity football team, and a graduate of the Carroll School of Management.
Connor is FINRA licensed and holds the SIE, Series 7, and Series 66. He also has Life and Health insurance licenses along with the Morgan Stanley financial planning specialist designation. In his spare time, he enjoys exercise, golfing, and mentoring younger athletes. A native of Wellesley, Massachusetts, Connor currently resides in the Back Bay neighborhood of Boston.
Connor Strachan, Pacesetter's Club Member 2023 & 2024.
Disclosure: https://mgstn.ly/3J3ywqw
With a background in professional football, including a career in the National Football League and the XFL, Connor brings a unique perspective and determination to his work. Prior to his time in professional football, he was a four-year starter on the Boston College varsity football team, and a graduate of the Carroll School of Management.
Connor is FINRA licensed and holds the SIE, Series 7, and Series 66. He also has Life and Health insurance licenses along with the Morgan Stanley financial planning specialist designation. In his spare time, he enjoys exercise, golfing, and mentoring younger athletes. A native of Wellesley, Massachusetts, Connor currently resides in the Back Bay neighborhood of Boston.
Connor Strachan, Pacesetter's Club Member 2023 & 2024.
Disclosure: https://mgstn.ly/3J3ywqw
Securities Agent: UT, SC, OR, IN, FL, DE, NY, MA, CA, NJ, NH, LA, GA, CT, AZ, TN, RI, OH, KY, AL, VA, CO, WA, MD, IL, WY, VT, ME, TX, PA, NV, NM, NC, MT, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 2212913
CA Insurance License #: 4336403
NMLS#: 2212913
CA Insurance License #: 4336403
About Christine Mastrocola
Christine is the Private Wealth Management Chief of Staff for The Strachan Group at Morgan Stanley. Prior to joining the firm in June, 2011, Christine began her financial services career as a Sales Assistant at FSP Investments, LLC.
For the Strachan Group, Christine oversees the management of the team and their service standard. Additionally, she focuses on business development, maintaining and growing client relationships, preparing custom performance reports for client reviews, and coordinating alternative investments and separately managed accounts. Christine is FINRA licensed and holds the Series 7, 66 and 31, and holds Life and Health Insurance licenses.
Christine graduated from St. Lawrence University with a Bachelor of Arts in Economics. She grew up in Connecticut and currently resides on the North Shore of Boston. In her spare time, Christine enjoys travelling, riding her Peloton, baking and playing Pickleball.
For the Strachan Group, Christine oversees the management of the team and their service standard. Additionally, she focuses on business development, maintaining and growing client relationships, preparing custom performance reports for client reviews, and coordinating alternative investments and separately managed accounts. Christine is FINRA licensed and holds the Series 7, 66 and 31, and holds Life and Health Insurance licenses.
Christine graduated from St. Lawrence University with a Bachelor of Arts in Economics. She grew up in Connecticut and currently resides on the North Shore of Boston. In her spare time, Christine enjoys travelling, riding her Peloton, baking and playing Pickleball.
About Austin Masel
Austin joined The Strachan Group in June, 2021. In his role as a Private Wealth Management Registered Associate, Austin assists with syndicate and secondary offerings, onboards new client relationships, and implements managed investment strategies. Additionally, he assists with alternative investments, client requests and cash operations. Austin is FINRA licensed and holds the SIE, Series 7, and Series 66..
Austin graduated from Holy Cross where he majored in Economics and minored in Chinese (Mandarin). Austin played on the varsity baseball team for four years at Holy Cross and spent two summers playing in the Cape Cod Baseball League with the Falmouth Commodores. Currently, Austin lives in the North End of Boston. In his free time, he enjoys golf, biking and playing baseball in the Intercity League.
Austin graduated from Holy Cross where he majored in Economics and minored in Chinese (Mandarin). Austin played on the varsity baseball team for four years at Holy Cross and spent two summers playing in the Cape Cod Baseball League with the Falmouth Commodores. Currently, Austin lives in the North End of Boston. In his free time, he enjoys golf, biking and playing baseball in the Intercity League.
About Bryce McNally
Bryce joined The Strachan Group in May, 2022. In her role as Private Wealth Management Client Service Associate, Bryce handles administrative and operational tasks for the team and clients, planning and coordinating client events, and assists with the team’s marketing.
Bryce graduated from the University of Massachusetts Amherst with a Bachelor of Arts in English. Currently, she resides in Quincy. When not at work, you can find Bryce spending time with friends and family, reading and walking along the beach.
Bryce graduated from the University of Massachusetts Amherst with a Bachelor of Arts in English. Currently, she resides in Quincy. When not at work, you can find Bryce spending time with friends and family, reading and walking along the beach.
About Alexandra Corsetti
Ali joined Morgan Stanley in 2021 as a Private Wealth Management Associate, where she manages client service and supports operational efforts for high-net-worth clients. Ali has strong knowledge of alternative investments, contributing to her expertise in providing strategic financial solutions. Prior to Morgan Stanley, Ali began her career at UBS Financial Services, focusing on client relationships and trading operations. Ali holds Series 7, Series 66, and Massachusetts life/health insurance licenses. She earned a BA in Economics with a minor in Political Science from Union College and resides in Boston, MA.
Contact Brian Strachan
Contact Keri Arone
Contact Connor Strachan
Private Wealth Management
Professional Insights
Planning for the Unexpected: Financial Tips for Unpredictable Careers
Wealth Management
Global Investment Office
Portfolio Insights
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
Article Image
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
Article Image
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
3Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
4Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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 Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
2Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
3Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
4Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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 Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
CRC 4237142 (02/2025)
