Bradley Bass
Managing Director, Wealth Management, Private Wealth Advisor, Family Wealth Director, Alternative Investments Director
Phone:
(312) 648-3583(312) 648-3583
Morgan Stanley Private Wealth Management
The WBS Group
Direct:
(312) 648-3584(312) 648-3584
Our Mission Statement
Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.
Welcome
At the WBS Group at Morgan Stanley Private Wealth Management, we are a cohesive team of hands-on investment professionals and wealth planners who serve a select clientele of ultra high net worth families and individuals. Drawing on extensive experience in the capital markets, we create highly customized investment strategies to help our clients protect and enhance their wealth. We work with most of our clients on a discretionary basis and maintain several proprietary portfolios. Our team manages in excess of $5B in AUM as of December 31st, 2024.
While our relationships are rooted in investment strategy, we provide access to the full range of capabilities needed to help our clients address virtually any wealth management challenge. We are equally at home discussing market dynamics, the finer points of an estate plan, or the structure of a major philanthropic gift. We pride ourselves on developing a deep understanding of our clients’ needs, goals and preferences, and assist them in considering the multigenerational implications of their financial decisions. We are on call to offer advice and guidance on any aspect of their financial lives, and are dedicated to helping them live the lives they dream of and leave the legacies they deserve.
We look forward to discussing your family’s goals and aspirations, and the extensive range of capabilities we can place at your disposal.
Our team was recognized by Forbes in 2023, 2024 & 2025 as a Best-In-State Wealth Management Team, in Illinois (Chicago area).
David was featured in Barron’s Magazine as one of the top advisors in the country in 2009, 2010, 2015-2023 and Forbes Magazine’s List of America’s Best-in-State Wealth Advisors each of the past 8 years.
Disclosures:
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year prior to the issuance of the award.
2009-2010, 2015-2023 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 2009-2010, 2015-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2016-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2016-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award
GLOBAL FRANCHISE
Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
- Morgan Stanley Wealth Management
- Institutional Securities Group
- Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
- $4.2Tn in AUM*
- Total Deposits $340Bn*
- Morgan Stanley reported full year net revenues of $59.8 Billion in 2021**
- Morgan Stanley's Global employees approximately 78,000*
- The Tier 1 risk-based Capital Ratio under U.S. Basel III was approximately 17%*
- $306Bn in liquidity reserve*
*As of July 31, 2022, Morgan Stanley Quarterly Financial Supplement
**MorganStanley.com/InvestorRelations
Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
While our relationships are rooted in investment strategy, we provide access to the full range of capabilities needed to help our clients address virtually any wealth management challenge. We are equally at home discussing market dynamics, the finer points of an estate plan, or the structure of a major philanthropic gift. We pride ourselves on developing a deep understanding of our clients’ needs, goals and preferences, and assist them in considering the multigenerational implications of their financial decisions. We are on call to offer advice and guidance on any aspect of their financial lives, and are dedicated to helping them live the lives they dream of and leave the legacies they deserve.
We look forward to discussing your family’s goals and aspirations, and the extensive range of capabilities we can place at your disposal.
Our team was recognized by Forbes in 2023, 2024 & 2025 as a Best-In-State Wealth Management Team, in Illinois (Chicago area).
David was featured in Barron’s Magazine as one of the top advisors in the country in 2009, 2010, 2015-2023 and Forbes Magazine’s List of America’s Best-in-State Wealth Advisors each of the past 8 years.
Disclosures:
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year prior to the issuance of the award.
2009-2010, 2015-2023 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 2009-2010, 2015-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2016-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2016-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award
GLOBAL FRANCHISE
Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
- Morgan Stanley Wealth Management
- Institutional Securities Group
- Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
- $4.2Tn in AUM*
- Total Deposits $340Bn*
- Morgan Stanley reported full year net revenues of $59.8 Billion in 2021**
- Morgan Stanley's Global employees approximately 78,000*
- The Tier 1 risk-based Capital Ratio under U.S. Basel III was approximately 17%*
- $306Bn in liquidity reserve*
*As of July 31, 2022, Morgan Stanley Quarterly Financial Supplement
**MorganStanley.com/InvestorRelations
Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
Capabilities
- Asset AllocationFootnote1
- Open-Architecture Platform
- Pre-Liquidity Planning
- Cash Management & LendingFootnote2
- Risk Management
- Family Governance & Wealth Education
- Sustainable & Responsible InvestingFootnote3
- Philanthropy Management
- Consolidated Reporting
- Hedging Strategies
- Tax, Trust & Estate AdvisoryFootnote4
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.
Approach
We approach wealth management with a six-step process in mind designed to understand our clients’ financial situation on a fundamental level and go beyond the balance sheet, implementing a holistic strategy that takes all needs of our clients and their families into consideration.
The six-step approach is broken down as follows:
>Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
>Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
>Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
>Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
>Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
>Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Below are additional capabilities both us and Morgan Stanley are able to offer our clients:
The six-step approach is broken down as follows:
>Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
>Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
>Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
>Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
>Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
>Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Below are additional capabilities both us and Morgan Stanley are able to offer our clients:
Financial Literacy
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals.
Financial Literacy for Any Stage of Your Life
Donor Advised Funds
Let’s say you hold securities that have appreciated significantly. By donating the securities to a DAF, you can eliminate the potential capital gains tax, and you have time to decide when and where to make your charitable gifts. Between the time you make a donation to a DAF and when you finalize your giving strategy, your assets can be invested, with the potential to grow tax-free.
Philanthropic Planning
Trust Planning
Among the available tools for protecting and transferring assets, trusts may be the most misunderstood. Put simply, a trust can be a flexible and effective way for families to solve their financial issues and manage many types of challenges involving how to transfer assets and wealth to help ensure a lasting legacy.
Planning Your Legacy
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.
Addressing Your Challenges
Estate Planning
For many individuals, wading into the process of estate planning can feel daunting—the U.S. tax code is complex and there are myriad strategies to choose from; how do you determine which is the right fit?
The Phases of Estate Planning
Insured Solutions
As a leader in the distribution of insurance and annuities, our offerings include disability, long-term care and property & casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Insured Solutions
Alternative Lending
Using highly-automated models and expansive datasets, alternative lending platforms can rapidly underwrite borrower credit risk.
Borrowers may access credit in a more streamlined fashion as compared to the traditional lending process, often on terms more attractive than otherwise would be available.
Innovation in LendingBorrowers may access credit in a more streamlined fashion as compared to the traditional lending process, often on terms more attractive than otherwise would be available.
Impact Investing
How can investors gain insight into the impact of their investment portfolios? Our Morgan Stanley Impact Quotient tool distills complex data and tailors analysis to you.
Morgan Stanley IQQ2 2025 Commentary
Attached is David's second quarter review, reflecting on recent market conditions and a few topics we hope you find interesting.
This quarter's subjects include:
> Asset class returns – U.S. stock prices quickly recovered from a dramatic sell-off
- U.S. Dollar decline boosted foreign equity prices
- U.S. Corporate stock repurchases running at 12-year highs
> European equities have lagged U.S. returns for years – will the reversal continue?
> American Exceptionalism – what caused it, and is it over?
> Post Global Financial Crisis - The rise of shadow banks
- Post GFC – Growing U.S. Household wealth and declining debt service levels
Please contact us with any questions or comments.
Valuable Tools & Resources
Our comprehensive suite of digital tools are designed to enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Learn More About Morgan Stanley Online
Total Wealth View
It’s hard to see the complete picture with only half the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
Learn More About Total Wealth View
Morgan Stanley Mobile App
Securely access your Morgan Stanley account from virtually anywhere. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. From there you will have resources of MSO on the go.
Learn More About Our Mobile App
Digital Vault
Easily and conveniently manage and share life’s most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings. Digital Vault allows for easy document sharing, convenient access, and encrypted files.
Access Digital Vault
eAuthorizations
With eAuthorizations, you can electronically authorize domestic and international, one-time/recurring transactions through Morgan Stanley Online and the Morgan Stanley Mobile App within minutes.
Enroll in eAuthorizations
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Enroll in eDeliveryLocation
233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 648-3584(312) 648-3584
1585 Broadway
21st Floor
New York, NY 10036
US
Direct:
(212) 761-5423(212) 761-5423
233 S Wacker Dr
Ste 9200
Chicago, IL 60606
US
Direct:
(312) 453-9120(312) 453-9120
Meet The WBS Group
David Wilkinson
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(312) 453-9120(312) 453-9120
Managing Director, Wealth Management, Financial Advisor, Portfolio Management Director, Alternative Investments Director
Phone:
(312) 648-3584(312) 648-3584
Frank Mahoney, CAIA
Private Wealth Advisor, Alternative Investments Director
Phone:
(312) 453-9123(312) 453-9123
Cindy Jaracz
Vice President, PWM Group Director
Phone:
(312) 648-3585(312) 648-3585
Cammie Preston
Vice President, Business Development Associate, Financial Planning Specialist*
Phone:
(312) 648-3586(312) 648-3586
Taylor McMahon
Vice President, Wealth Management Associate, Private Wealth Management
Phone:
(312) 453-9122(312) 453-9122
Chelsea Fosse
Portfolio Associate, Financial Planning Specialist*
Phone:
(312) 648-3596(312) 648-3596
Kyle Casten
PWM Registered Client Service Associate
Phone:
(312) 453-9121(312) 453-9121
About Bradley Bass
Drawing on twenty years of experience in the financial services industry, Bradley focuses primarily on the development and implementation of customized investment strategies for ultra high net worth families. Prior to joining Morgan Stanley in 2015, Bradley spent seven years at Barclays, where he was a Director and served on the Investment Representative Advisory Council, a small group of the firm’s most influential Advisors. While at Barclays, Bradley worked with several members of the Forbes 400 and numerous other affluent families with complex financial and estate planning needs. Bradley started his Wealth Management career as an Associate at Lehman Brothers, where he focused on private equity and hedge fund investments. He is an active member of the Economics Club of Chicago and formerly sat on the advisory board of Invest For Kids, a nonprofit organization that has raised over $20 million for Chicago-based children’s charities.
Bradley holds a B.S. from the University of Colorado and an MBA from the University of Chicago.
Bradley holds a B.S. from the University of Colorado and an MBA from the University of Chicago.
Securities Agent: MI, WY, WV, WI, WA, VT, VA, TX, TN, SD, SC, PA, OR, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MO, MN, UT, OK, MS, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1408716
NMLS#: 1408716
About David Wilkinson
With more than four decades of experience in the financial services industry, David works exclusively with ultra-high net worth multi-generational families. Much of his career has been spent at Morgan Stanley, apart from 1996-2000 when he worked for a single family office. Throughout his tenure at Morgan Stanley David has received several accolades and awards including Barron’s Top Financial Advisors and Forbes Best-In- State Wealth Advisors. David is an Alternative Investments Director, a designation awarded by the firm for select Advisers with advanced expertise in that asset class.
David holds a B.S. from Iowa State University and a Trium MBA with distinction from the London School of Economics, NYU Stern School of Business and HEC Paris.
*2009-2010, 2015-2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (2009-2010, 2015-2022 ). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2015-2023 Forbes Best-In- State Wealth AdvisorsSource: Forbes.com (2015-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
David holds a B.S. from Iowa State University and a Trium MBA with distinction from the London School of Economics, NYU Stern School of Business and HEC Paris.
*2009-2010, 2015-2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (2009-2010, 2015-2022 ). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2015-2023 Forbes Best-In- State Wealth AdvisorsSource: Forbes.com (2015-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: SC, WY, CO, MA, OR, NM, TX, WI, MN, ID, WV, WA, VT, VA, TN, SD, PA, OH, NY, NV, NJ, NH, NE, ND, NC, MT, MO, MI, ME, MD, KS, IN, IL, IA, HI, GA, FL, DE, DC, CT, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262161
NMLS#: 1262161
About Brian Schneider
For over two decades, Brian has been on the leading edge of trends in markets. Employing professional market analysis, Brian maintains risk management as his number one priority. He is actively engaged in capital markets, managing the team’s active fixed income portfolios. Brian joined Morgan Stanley in 2015 from Barclays, where he served as an investment representative. Brian has also been a market maker and trader in various products such as CBOT BUND and gold futures, Eurex U.S. 10-year and 5-year futures, and DAX futures. A contributor on Bloomberg Radio, CNBC and First Business, Brian was a member of the Chicago Board of Trade, CME and NYSE. Brian and his family are engaged participants in community service activities through The Honeycomb Project.
He earned a B.A. cum laude in economics from Tufts University in 1998, and received his MBA from the University of Illinois, College of Business in 2011.
He earned a B.A. cum laude in economics from Tufts University in 1998, and received his MBA from the University of Illinois, College of Business in 2011.
Securities Agent: ME, IN, KS, OK, UT, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, MA, MD, MS, WY, WV, IL, WI, WA, VT, VA, TX, TN, SD, SC, PA, OR, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MO, MN, MI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1398759
NMLS#: 1398759
About Frank Mahoney
Frank Mahoney joined Morgan Stanley Private Wealth Management in 2009 and focuses on alternative asset manager analysis, investment strategy and relationship management. Prior to moving to Chicago, he spent two years managing an investor services team in the Morgan Stanley Alternative Investments department in New York. He began his career as a hedge fund reporting analyst with AllianceBernstein.
Frank is on the board of Pilot Light Chefs, an organization that supports students by advocating for informed food choices, and by bridging the lessons they learn in their classrooms to the foods on their lunch trays, at home, and in their communities. He also serves on the Syracuse University Chicago Regional Council.
Frank graduated from Syracuse University with degrees in Finance, Marketing, and Economics and holds the Chartered Alternative Investment Analyst (CAIA) designation.
Frank is on the board of Pilot Light Chefs, an organization that supports students by advocating for informed food choices, and by bridging the lessons they learn in their classrooms to the foods on their lunch trays, at home, and in their communities. He also serves on the Syracuse University Chicago Regional Council.
Frank graduated from Syracuse University with degrees in Finance, Marketing, and Economics and holds the Chartered Alternative Investment Analyst (CAIA) designation.
Securities Agent: OK, AR, WI, UT, ME, KS, VT, NY, NV, NM, CT, CO, AK, WA, SC, MT, IL, FL, VA, SD, NE, LA, KY, IA, MN, CA, WV, RI, OR, NH, ND, MO, PA, NJ, ID, NC, MS, MA, HI, GA, DE, DC, AZ, TX, TN, PR, OH, MI, AL, WY, MD, IN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2633181
NMLS#: 2633181
About Cindy Jaracz
With over twenty years of experience in the financial services industry, Cindy Jaracz specializes in private equity administration, trading and operational procedures for the team. Prior to rejoining Morgan Stanley in 2015, Cindy began her career as an analyst at a consulting firm in Chicago in 1997 focusing on client performance reporting for 401(k), endowments and pensions. In 2001, she joined the performance reporting group at Morgan Stanley, focusing on ultra-high net worth clients. In 2007, Cindy joined the Private Investment Management Division of Lehman Brothers where she provided sales and administrative support for the team and has remained with the team since.
Cindy attended Loyola University Chicago where she received a B.A. in political science.
Cindy attended Loyola University Chicago where she received a B.A. in political science.
About Cammie Preston
With over fifteen years of experience in the financial services industry, Cammie began her career at Citi Personal Wealth Management in 2006, providing client service for affluent families. She joined Morgan Stanley in 2010 specializing in ultra-high net worth client relationships, portfolio maintenance, trading operations and investment implementation. She joined the WBS team in 2016 to help lead the team’s reporting and asset allocation initiatives. She supports clients with Custom Reporting and crafts framework for financial planning and portfolio allocations. Cammie is an avid runner and is an active volunteer at the St. Louis Food Bank.
Cammie attended Western Michigan University, where she received a B.A. in marketing, as well as a minor in French.
*Disclaimer: This role cannot solicit or provide investment advice.
Cammie attended Western Michigan University, where she received a B.A. in marketing, as well as a minor in French.
*Disclaimer: This role cannot solicit or provide investment advice.
About Taylor McMahon
Taylor has been in the financial service industry since 2010, starting her career at a boutique wealth management firm in Chicago. Taylor joined the Morgan Stanley Private Wealth Management division in 2015, focusing on cultivating ultra-high net worth client relationships, asset allocation, portfolio implementation, and customized client reporting. Taylor works extensively on the WBS team’s alternative investment practice, working with clients on the administration and maintenance of these portfolios. Taylor supports several charitable organizations throughout the Chicagoland area.
Taylor graduated from Indiana University’s Hutton Honors College, with degrees in Public Affairs Management and Business Foundations, as well as a minor in Spanish.
Taylor graduated from Indiana University’s Hutton Honors College, with degrees in Public Affairs Management and Business Foundations, as well as a minor in Spanish.
About Chelsea Fosse
Chelsea joined Morgan Stanley in 2018 focusing on portfolio maintenance, investment implementation and administrative support. She has been working with the WBS group for the past three years maintaining client relationships, building out our planning framework and spear heading the team’s philanthropic initiatives. In addition to her role on the team, Chelsea currently serves as the Private Wealth Management Mid-America Market Coach helping train and lead other support professionals within the firm. She also participates in several charitable ventures both internally at Morgan Stanley, as well as outside the firm.
Chelsea received her B.S. in Economics, in conjunction with a B.A. in Business Legal Studies from Arizona State University and her MBA from DePaul University.
*Disclaimer: This role cannot solicit or provide investment advice.
Chelsea received her B.S. in Economics, in conjunction with a B.A. in Business Legal Studies from Arizona State University and her MBA from DePaul University.
*Disclaimer: This role cannot solicit or provide investment advice.
About Kyle Casten
Kyle started his career at Morgan Stanley as an intern in 2022 returning in 2024 as a Registered Client Service Associate. He is responsible for assisting clients with account opening and onboarding, financial transactions and portfolio implementation. Prior to joining the team, Kyle worked at the Virtual Advisory Center in Arizona focused on servicing Morgan Stanley’s mass affluent clients.
Kyle received his B.S. in Finance from Penn State University, as well as a minor in Supply Chain and Information Sciences and Technology.
Kyle received his B.S. in Finance from Penn State University, as well as a minor in Supply Chain and Information Sciences and Technology.
Contact Bradley Bass
Contact David Wilkinson
Contact Brian Schneider
Contact Frank Mahoney
Private Wealth Management
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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
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Managing Significant Wealth
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- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
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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.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Investing 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.
4Morgan 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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Investing 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.
4Morgan 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.
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)
