The TriPoint Group at Morgan Stanley

Brett Cavalieri is an Executive Director, Financial Advisor and leader of the TriPoint Group at Morgan Stanley. He has over 30 years of experience in the wealth management industry, delivering personalized financial planning and tax efficient investment management to high net worth clients, including executives in the financial, legal, medical, and pharmaceutical industries, as well as multi-generational families. Brett is also responsible for managing the Madison, CT, office of Morgan Stanley.

After earning his degree in Economics at the University of Connecticut, he interned at Dean Witter (now Morgan Stanley). Upon graduation, Brett joined Dean Witter full-time, launching a successful career that would later take him to Charles Schwab. Brett’s gained extensive experience with High Net Worth clientele at U.S. Trust before joining Morgan Stanley in 2007.

Throughout his career, Brett has remained committed to professional development, earning his CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation in 1998 and participating in the Executive Education program at the Stanford University Graduate School of Business in 2006. Brett has also received a number of important certifications at Morgan Stanley, including Executive Financial Services Director and Senior Portfolio Management Director. These credentials demonstrate Brett’s ongoing commitment to delivering a world-class client experience.

Brett formerly served on the Professional Advisory Committee to the Hartford Foundation for Public Giving, as a Board Member of the Estate & Business Planning Council of Hartford and the Connecticut Chapter of the Association for Corporate Growth. He has volunteered time with Habitat for Humanity and many seasons as a volunteer coach.

Outside of the office he enjoys golf, gardening, and home improvement projects, but his true passion is coaching basketball.

With more than a decade of extensive wealth management experience, Jay has developed a deep and thorough understanding of how to manage the financial lives of successful individuals and multi-generation families. His passion for personal finance and the power of investing began long before he began his professional career.

At the age of 8, he had his parents help him purchase his first share of stock, Coca-Cola. Every quarter, he would study the earnings report when it arrived in the mail. When he was 10, he built his own neighborhood lawn care business—with letterhead, invoices, financials, and all. Rather than spend his profits, he invested them in the stock market.

This draw to be an expert in finance strengthened as he grew older. While earning a double degree in Economics and Environmental Studies at Hobart College, he would use free time to monitor the markets, troubleshooting new theories and ideas. At the same time he won two national championships in college sailing, and was awarded All-American status. He secured an internship at Merrill Lynch, launching him into a Financial Advisory career with Merrill in New York City, before proudly joining Morgan Stanley in 2010.

For Jay, maintaining the student-athlete mindset never ends. He earned his Certified Financial Planner™ (CFP^®) designation in 2014, and was appointed by Morgan Stanley with the Portfolio Management Director certification. His mission is to continuously challenge the status quo.

Jay has built a successful career educating and advising clients on how to better understand and manage their total financial picture. He believes investing should be based on a disciplined and repeatable strategy that is easy to understand and can be executed unemotionally. Through a goals-based process and world-class resources, Jay works carefully to provide clients with clarity and confidence about their finances, so they can investment their time and energy on the people and activities that they enjoy.

Originally from the “North Fork” of Long Island, Jay now lives in Guilford, CT with his wife, Dana, and their daughters, Pippa and Emelia. Outside of the office, he is an active sailor, racing locally and around the world.

Steven T. Norris is an Executive Director, Financial Advisor with over 30 years of experience in the financial services industry. Steve began his career at Ayco working as a financial consultant specializing in tax planning and preparation with ultra-high net worth and c-suite clients before expanding his knowledge to Wealth Management. When he’s not working with clients, he treasures time with his wife Diane, three adult sons Steven, Brandon and Christopher and two loyal canine companions. Steve has been a proud and active member of Lea’s Foundation for Leukemia Research’s Board of Directors since 1998.

Throughout his career, Brandon has been dedicated to helping high net worth families and individuals manage and preserve their wealth in the most efficient manner possible. It’s a holistic approach that, in addition to financial planning and portfolio management, encompasses virtually all important financial matters.

In addition to applying his deep industry experience as a CERTIFIED FINANCIAL PLANNER™ professional, Brandon also utilizes his own firsthand experience with the many financial decisions encountered when building and selling a business, and managing the proceeds in a tax-efficient manner. Personable and relatable, Brandon makes the complex world of investments and finance easy to understand, and enjoys educating others so that they may make smart financial decisions.

Prior to merging his practice with the TriPoint Group at Morgan Stanley, Brandon co-founded Northstar Wealth Partners in 2004. For 12 years, he was instrumental in building the firm to include five locations, more than 40 staff members, and nearly $2 billion dollars in assets under management. In 2016, he sold his interest in the firm to focus on his wealth advisory practice, and spend quality time with his family.

Brandon began his career in the financial services industry in 2001 with Park Avenue Securities in New York’s Wall Street district. He is a graduate of Central Connecticut State University, where he earned a Bachelor of Science in Business. In 2010, Brandon was inducted into his alma mater’s School of Business Hall of Honor.

Dedicated to giving back, Brandon is a long-time volunteer in various capacities. Some of his notable projects include being a team leader for Foodshare, helping sort over 2,500 pounds of food for families in need. For Habitat for Humanity, he helped construct a home in East Hartford, Connecticut, for a family in need. Brandon also serves as a guardian member of the American Society of the Prevention of Cruelty to Animals.

In his free time, Brandon is an avid skier and Brazilian Jiu Jitsu practitioner with Gracie Sports USA, where he currently holds his purple belt. Brandon also enjoys photography and traveling to new destinations with friends and family.

Tim has over 30 years of experience in the wealth management industry with a dedication in managing investment portfolios for high net worth families. He resides with his wife Andrea in Milford, CT. Tim holds the Chartered Financial Analyst designation as a member of the CFA Society Hartford and is a long standing member of the CFA Institute. He made the move from “Wall St. to Main St.” many years ago having co-managed a bank’s portfolio on the institutional side of the business. He prefers “Main St”. and is actively engaged with personal clients from all walks of life. Many have remarked that he has the perfect name for a money manager, however diligent research and hours of hard work have endeared his success.

Prior to joining Morgan Stanley he was blessed with long tenures at Wells Fargo Private Bank in Greenwich, CT. and People’s Bank Wealth Management division in Bridgeport, CT. Tim earned his MBA from the University of New Haven with a concentration in information technology and a B.S in economics and finance at Southern CT. State University. When pressed by his peers to provide an annual forecast in the capital markets, he often falls back to the classic Yogism, “The future ain’t what it used to be”… It is Time in the ¬market vs. Timing the market that helps generate long term wealth accumulation.


In his spare time, Tim is an avid skier, aspiring fly fisherman and dedicated NY Yankees fan (no relation to the GM…). His dog Lexie has been mistaken for Petey of Our Gang and does not allow Tim to leave for work until she’s had her fill of walks, treats and toy fetches…

Jennette Tario is an Assistant Vice President, Wealth Management Associate and Financial Planning Specialist with the TriPoint Group at Morgan Stanley. She began working in the industry in 2015 and has been with Morgan Stanley since 2018.

In 2023, Jennette earned the CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation*, a testament to her commitment to continued education. Her real passion lies in educating those around her, striving to empower individuals to take control of their financial lives. She plays an integral role in helping the team deliver financial planning to clients.

Jennette received a Master of Business Administration from Clarkson University's Capital Region Campus, as well as a Bachelor's Degree from St. Lawrence University majoring in Economics and minoring in Communication and Performance Arts. She is Series 7, 63, and 65 licensed as well as Life, Accident and Health Insurance licensed.

A native of Saratoga Springs, New York, Jennette currently resides in Branford, Connecticut. Her husband, Andrew, is a veteran of The United States Nuclear Navy Submarine Division. Outside of their careers, Jennette and Andrew enjoy swing dancing. Jennette fell in love with dance when she began performing ballet at the age of five and continued throughout college.

*This role cannot solicit or provide investment advice

Kara strives for excellence in serving our clients and assisting our team on a daily basis. She takes care of the administrative needs of our team, and assists clients with any questions or requests they may have in a timely and efficient manner.

Kara enjoys fostering close relationships with the families and individuals we serve, and helping ensure that they receive the highest level of attention and support.

She also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.

Before joining our team in September 2023, Kara was an Analyst at Goldman Sachs. She holds a bachelor’s degree in Mathematics from Skidmore College.

Kara is originally from Saratoga Springs, NY, and now lives in Hartford, CT. When not in the office, Kara enjoys kickboxing, painting and traveling.

Over the past 15 years, Sarah Thompson has worked in client facing roles; the most recent three being in the financial services industry. Prior to the transition to Wealth Management as a Client Service Associate, Sarah worked with hundreds of families to find the best educational fit for their children as the Director of Enrollment Management and Director of Admissions and Financial Aid at private schools across the nation. An avid traveler, she has explored over 20 countries and 42 states but is settled in West Hartford with her husband, elementary age son, two dogs and daughter on the way.