

The Summit Park Group at Morgan Stanley

Our Mission Statement
Our Story and Services
- Financial PlanningFootnote1
- Asset Management
- Alternative InvestmentsFootnote2
- Estate Planning StrategiesFootnote3
- Business Succession PlanningFootnote4
- Philanthropic ManagementFootnote5
- Executive Financial ServicesFootnote6
- Cash Management and Lending ProductsFootnote7
- Life InsuranceFootnote8
- Endowments and FoundationsFootnote9
- Sustainable InvestingFootnote10
HER WAY INITIATIVE

HER WAY PROGRAM HISTORY
In November 2017, Christina Paul, along with 13 other female financial advisors at Morgan Stanley's 522 5th Avenue office, created and hosted Morgan Stanley's first-ever HER Day. The goal of the event was to create an immersive experience to explore themes of health and wellness, personal and professional development, wealth, and philanthropy in a storytelling format, in sessions coined HER Talks. Featured speakers for the event included Gloria Steinem, a founder of Ms Magazine and the modern women's movement, Bobbi Brown, lifestyle and beauty entrepreneur, and Shelley O'Connor, Co-Head of Morgan Stanley Wealth Management.
The event reached over 1,000 women – 100 invitees in the room and others through a nationwide webcast. To build on the momentum of HER Day, HER Way was launched in 2018.
HER Way's mission is simple: ENGAGE, EMBRACE and EMPOWER women to live their best financial and personal lives. We do this by curating content and hosting regular events featuring dynamic speakers taking about the financial and personal issues that are important to women.
Want to learn more? E-mail minerva.flores@morganstanley.com to be added to our HER Way invite list for upcoming events.
Location
Meet The Summit Park Group
About Christopher Apgar
Currently, Chris is the honorary co-chair of the Contemporary Arts Council at MoMA, and vice chair of The Camargo Foundation in the South of France, he served as the treasurer of Artists Space, treasurer of Judd Foundation, co-chair of the Contemporary Arts Council of MoMA, ex-officio trustee of the Museum of Modern Art, and President of The Brooklyn Rail, a magazine of critical perspectives on arts, politics and culture.
Christopher graduated with honors from Rutgers university, and continued his education studying finance at the New York Finance Institute.
He divides his time between residences in Park City, Utah and Manhattan, NY
NMLS#: 1638809
About Christina Paul
NMLS#: 1270237
CA Insurance License #: 0H53810
About Brian Saltzman
A graduate of the Georgetown University School of Foreign Service, Brian also holds a master's degree in Business Administration from the J.L. Kellogg Graduate School of Management at Northwestern University. After receiving his master’s degree, Brian joined American Express, where he held a variety of sales strategy and sales leadership positions. He went on to launch and lead the marketing effort for FlexMind.com, and then served nearly seven years as a sales performance and relationship management consultant at Huthwaite, advising the sales leadership of Fortune 500 companies.
Prior to joining Morgan Stanley in 2016, Brian served in similar roles at Neuberger Berman and Bernstein Global Wealth Management.
Brian is a Trustee and past President of the Jewish Community Housing Corporation of Metropolitan New Jersey, a Trustee of Parents Who Rock, as well as a Trustee of Jewish Service for the Developmentally Disabled. He and his wife live with their four children in Montclair, New Jersey.
NMLS#: 1576038
About Greg Swenson
NMLS#: 2554449
About Sharon Paul-Jordan
Sharon lives in Brooklyn with her husband and daughter. She spends her weekends volunteering her time for her daughter's soccer club and helping the immigrant people in their community.
About Devon Litchfield

Contact Christopher Apgar

Contact Christina Paul

Contact Brian Saltzman

Contact Greg Swenson
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan 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.
4Morgan 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 legal matters.
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10The 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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