Brett Cavalieri, CFP®, CPWA®
Executive Director, Branch Manager, Financial Advisor, Financial Planning Specialist, Senior Portfolio Management Director, Family Wealth Director
Phone:
(860) 447-4861(860) 447-4861
The TriPoint Group at Morgan Stanley
Brett Cavalieri, CFP®, CPWA®W. Jay Mills, CFP®Brandon Marinelli, CFP®, CRPC®Steven NorrisTimothy Cashman, CFAJennette Tario, CFP®*, MBAKara SageSarah Thompson
Madison:
(203) 499-4940(203) 499-4940
West Hartford:
(860) 313-7169(860) 313-7169
Hartford, CT:
(860) 275-0700(860) 275-0700
Our Mission Statement
Helping solve complex financial challenges through customized solutions.
About The Tripoint Group
The TriPoint Group at Morgan Stanley is a 2023-2025 Forbes Best-In-State Wealth Management Team. We are a group of experienced wealth management professionals who focus solely on helping meet the needs of investors with significant private wealth. With more than $1.35 billion in assets under management as of March 2025, we know firsthand how to help achieve results. In fact, we’ve built our practice around customizing financial solutions – through a concierge service model – for individuals just like you.
Award Disclosure:
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to issuance of the award.
Award Disclosure:
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to issuance of the award.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Videos
Below are some of the videos our team has produced that explore a variety of topics, including the TriPoint client experience, our investment process and managing a concentrated stock position, among others.
The Next Bull Market
Learn about how the team rebalances portfolios to take advantage of the next leg up in markets.
Watch Video
Help! I Have a lot of Money in One Stock
Learn how you can diversify a concentrated stock position.
Watch Video
Items You May Have Been Putting Off
Learn about the financial steps you should add to your to-do list in not yet taken care of.
Watch Video
The TriPoint Group is honored to be recognized in the press for being among the best in the business across a variety of categories. Our team also boasts a range of designations, including four team members who are Certified Financial Planners.
2023-2025 Forbes Best-In-State Wealth Management Teams
We consider this our greatest achievement to date. Teamwork means we believe in each other and our clients believe in us. We stand behind our process and are determined to continue to grow and evolve with our ever changing industry.
2023-2025 Forbes Best-In-State Wealth Advisors
Brett Cavalieri and Jay Mills honored by Forbes as top advisors in Connecticut. This achievement is a reflection of the hard work of our entire team, whose work ethic and passion motivate me every day.
2022-2024 Forbes Top Next-Gen Wealth Advisors Best-In-State
Jay Mills recognized among a select group of financial advisors that Forbes believes to be the future of the industry.
CERTIFIED FINANCIAL PLANNER™
The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. Four members of our team are CFP® professionals: Brett, Jay, Brandon and Jennette.
MASTER OF BUSINESS ADMINISTRATION
A graduate business degree achieved by Jennette that focuses on various aspects of business; including financial and risk management, business communications, ethics, and law, entrepreneurial, and operations management.
Senior Portfolio Management Director
Senior Portfolio Management Directors like Brett take a personalized approach to help you choose appropriate investments based on a collaborative, guided and disciplined process.
Executive Financial Services Director
Brett is specialized to work with corporate executives and key insiders to guide them through their complex regulations and reporting requirements, additionally very knowledgeable on unique strategies pertinent to their situation.
Financial Planning Specialist
A professional designation held by Brett, Jay and Jennette to further instill the fundamentals of wealth accumulation and management for high net worth individuals, as well as the fundamentals of personal financial planning.
Master's Club
An elite recognition awarded to Brett from Morgan Stanley to advisors showcasing an innovative process with regard to wealth management services for clients.
2017, 2020-2024 Five Star Wealth Manager Award
On the Markets
This monthly research report offers analysis and commentary on all the latest market trends, consolidating some of Morgan Stanley Research's best content each month into one place.
Read Report
2025 Tax Tables
This helpful resource outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
See Tax Tables
Fed Trajectory
U.S. Federal Reserve Chair Jerome Powell has struck a dovish tone, indicating that while interest-rate cuts may be delayed amid stubborn inflation, it is unlikely that the central bank’s next move is a rate hike.
Read More
Policy Pulse
This report assesses how the ever-changing political landscape and other developments in Washington could impact the markets.
Read Report
SPIVA Analysis
SPIVA research measures actively managed funds against their index benchmarks worldwide. Click below to see the latest scorecard results.
View Analysis
Direct Indexing
Capital gains are a fact of life, especially in volatile markets. When you work with our team, we work to lower your tax burden using strategies like direct indexing. Click below to learn more.
Watch Video
Estate and Gift Taxes
Learn about the federal estate and gift tax, how much you can give during your life or at death without incurring any tax, what exceptions apply, what amount is excluded annually, and more.
Watch Video
Debt and Credit Management
Learn about how debt and credit play a role in your overall financial well-being, the importance of maintaining creditworthiness and the steps you can take to keep your credit score in good health.
Watch VideoThe TriPoint Difference
We come to work every day focused on helping make a real difference. The following core values serve as the cornerstone of our practice and underscore our commitment to an exceptional client experience.
An Empirical Approach
You deserve the best advice possible. As a result, we consistently research and study the work done on Wall Street and beyond to identify the best strategies for helping optimize performance, while helping minimize risk, costs and taxes. Our academic approach seeks to remove the emotion from investment decisions as we work towards helping achieve your personal required rate of return.
A Methodical Process
Unlike many advisory teams today, we rely on a methodical process based on a strict, disciplined formula. We carefully select the investments for your portfolio’s asset allocation. The selections we make are designed to help generate the rate of return we have identified for your personal goals. This approach – combined with ongoing review and monitoring – helps achieve your goals as scheduled, without any undue risk to your overall investment strategy.**
Good Value
The more complex your financial situation, the more valuable we can be to you. Our fee structure is all-inclusive, so there are never any surprises. When you work with us, you receive the highest level of service at an affordable price.
Objectivity
We believe in full transparency of process, research and pricing, and provide an open architecture platform with non-proprietary investments. Most importantly, our compensation isn’t tied to specific investments, so you can be assured we always put your interests first.
Knowledge and Experience
Our team has a concentration of credentials that is rare in one group of advisors. Brett, Jay and Jennette all acquired the rigorous Certified Financial PlannerTM designation from the Certified Financial Planner Board of Standards. This advanced certification enable us to offer innovative thinking based on the industry’s best practices.
Location
741 Boston Post Rd
Madison, CT 06443
US
Direct:
(203) 499-4940(203) 499-4940
433 South Main St.
Suite 100
West Hartford, CT 06110
US
Direct:
(860) 313-7169(860) 313-7169
225 Asylum St
14th Floor
Hartford, CT, CT 06103
US
Direct:
(860) 275-0700(860) 275-0700
Meet The TriPoint Group
W. Jay Mills, CFP®
Senior Vice President, Portfolio Management Director, Financial Advisor, Workplace Advisor - Equity Compensation, Financial Planning Specialist
Phone:
(860) 447-4847(860) 447-4847
Brandon Marinelli, CFP®, CRPC®
Senior Vice President, Financial Advisor, Workplace Advisor - Equity Compensation, Portfolio Manager
Phone:
(860) 313-7169(860) 313-7169
Phone:
(860) 275-0782(860) 275-0782
Timothy Cashman, CFA
Senior Vice President, Wealth Management, Financial Advisor
Phone:
(203) 499-4914(203) 499-4914
Jennette Tario, CFP®*, MBA
Assistant Vice President, Financial Planning Specialist, Group Director
Phone:
(203) 499-4940(203) 499-4940
Kara Sage
Senior Registered Client Service Associate
Phone:
(860) 313-7116(860) 313-7116
Sarah Thompson
Registered Client Service Associate
Phone:
(860) 275-0748(860) 275-0748
About Brett Cavalieri
Brett Cavalieri is an Executive Director, Financial Advisor and leader of the TriPoint Group at Morgan Stanley, focusing on advice to high net worth clients. He has over 30 years of experience in the wealth management industry, delivering personalized financial planning and tax efficient investment management. Brett is a Certified Private Wealth Advisor practitioner, an advanced professional designation for financial advisors focusing on High Net Worth clients with over $5 million in assets. He is also a member of an elite group of Financial Advisors (about 6%) who have earned the Family Wealth Director designation within Morgan Stanley as of June 2025. It is given to those who have extensive experience working with high net worth families, and who have undergone dedicated training. Family Wealth Directors have direct access to an extensive range of resources needed to help highly affluent families manage the complex, multigenerational challenges of managing significant wealth. Brett’s clients include executives in the financial, legal, medical, and pharmaceutical industries, as well as multi-generational families and small business owners. Brett is also responsible for managing the Madison, CT, office of Morgan Stanley.
After earning his degree in Economics at the University of Connecticut. Upon graduation, Brett joined Dean Witter, launching a successful career that would later take him to Charles Schwab. His extensive experience with High Net Worth clientele started 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 Financial Planning Specialist, 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.
After earning his degree in Economics at the University of Connecticut. Upon graduation, Brett joined Dean Witter, launching a successful career that would later take him to Charles Schwab. His extensive experience with High Net Worth clientele started 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 Financial Planning Specialist, 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.
Securities Agent: WV, VI, TN, OK, ID, IA, WY, WI, WA, VT, VA, UT, TX, SD, SC, RI, PR, PA, OR, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KS, IN, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, KY; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 177792
NMLS#: 177792
About W. Jay Mills
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.
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.
Securities Agent: AL, SC, OH, IL, WA, UT, TX, ID, GA, OR, LA, FL, DE, CA, VT, MO, MD, MA, RI, NM, IN, IA, CO, WI, VA, PA, NJ, NH, DC, CT, NC, MN, MT, MI, ME, WY, NY, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1406619
NMLS#: 1406619
About Me
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.
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.
Securities Agent: MO, SC, WA, WY, PA, NJ, NC, ME, IL, AZ, AL, IN, CA, OH, NH, ID, WI, UT, MT, LA, VA, NM, MD, IA, NY, MA, DC, CT, RI, MN, MI, FL, VT, GA, CO, OR, DE, TX; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 2591437
NMLS#: 2591437
About Steven Norris
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.
Securities Agent: VA, MI, IN, AZ, WA, MD, GA, FL, CT, WY, MN, LA, NY, NC, MA, IL, DE, DC, CA, TX, SC, NJ, MO, CO, PA, OR, RI, ID, AL, WI, UT, OH, NM, MT, ME, VT, NH, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 2494721
NMLS#: 2494721
About Timothy Cashman
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…
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…
Securities Agent: WY, RI, IA, CT, WA, FL, AL, PA, NH, MO, WI, IN, VA, TX, ME, MD, SC, OR, OH, NM, GA, CO, AZ, VT, ID, DE, DC, MT, MA, IL, CA, NY, NJ, LA, UT, NC, MN, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 2370157
NMLS#: 2370157
About Jennette Tario
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
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
Securities Agent: CT, WY, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, IA, HI, GA, FL, DE, DC, CO, CA, AZ, AL, AK; General Securities Representative; Investment Advisor Representative
About Kara Sage
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.
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.
About Sarah Thompson
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.
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The TriPoint Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
