The Winter Street Group at Morgan Stanley

Evan Dangel focuses on helping the team’s ultra high-net-worth clients address issues related to philanthropy, estate planning and alternative investments. Evan is particularly adept at managing complex client situations that require sophisticated strategies and solutions.

Evan began his financial career in the Private Client Group at Merrill Lynch and moved to a predecessor firm of Morgan Stanley in 2000. He is currently a member of Morgan Stanley’s prestigious President’s Club and his team was recently named to the Barron’s Top 100 Private Wealth Management Teams nationally and the Forbes Best-In-State Wealth Management Teams for 2023, 2024 and 2025. Evan has also been named to the Forbes Best-in-State Advisors list each year from 2021 through 2024.

A native of Boston, Evan graduated from Colby College and now lives in Weston with his wife, Susan. They have two grown daughters. Both Evan and Susan are very involved with their alma mater and several other local charities. Outside of the office, he enjoys mountain biking, waterskiing and collecting wine.

2022 Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.

2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023, 2024, 2025) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.

2021 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

John is a founding partner of The Winter Street Group and has devoted almost 30 years of his career to serving a small number of highly successful families. John focuses his talents on financial planning, portfolio construction and wealth management. John also manages the team including long term talent development and operations.

John began his financial career at Merrill Lynch in Wellesley, MA. where he built a successful private client practice with his current business partners. He is a member of Morgan Stanley President’s Council and was most recently named a Forbes’ 2024 Best-in-State Advisor. John is particularly proud of the team’s recognition as a 2022 Barron's Top 100 Private Wealth Management Team, a Nationwide accolade. Earlier in his career John managed a family business founded by his grandfather in 1924.

A native Bostonian, John graduated from Babson College with a Bachelor of Science degree in Management. He also attended Boston University’s Certificate in Financial Planning program. He lives with his wife, Norma in Boston’s South End. They have three grown children, John Jr., Allison and Tess along with three grandchildren. He enjoys travel, boating, reading, cooking, woodworking and spending time with his family. John continues to be active in a variety of local educational and civic organizations which includes serving on the Board of the Ellis South End Neighborhood Association.

Forbes Best-In- State Wealth Advisors 2024
Source: Forbes.com (Awarded 2021 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Barron's Top 100 Private Wealth Management Teams 2022
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.

Jim’s primary goal is to provide the team’s clients with customized strategies that make their complex financial lives more manageable. This includes helping coordinate and consult on all family issues including tax, trust and estate, risk management, philanthropy, lending, and asset management which often involves coordinating their other important professionals to create a cohesive overall plan. He also focuses on helping clients with hedging and exit strategies before and after major liquidity events, and he maintains strong relationships in the M&A, private equity and venture capital communities to provide further resources to his clients.

Jim was named as a member of the prestigious Chairman’s Club in 2022. The Morgan Stanley Chairman’s Club is an elite group composed of the firm’s most successful Financial Advisors who have been recognized for their consistent excellence in providing a wide range of investment products and wealth management services to clients. Jim’s team was most recently listed on the 2022 Barron's Top 100 Private Wealth Management Teams.

After graduating from Bucknell University with a degree in economics, Jim began his career in the Private Client Group at Merrill Lynch. After ten years, he moved to Citi/Smith Barney, which eventually merged into Morgan Stanley. While at Citi/Smith Barney, Jim and his team were asked to join the Citi Family Office Group, a select division that serves the financial needs of affluent families. Jim lives in Daniel Island, South Carolina, with his wife, Kecia, and their three children. In his free time, he enjoys coaching high school sports, crossfit, golf, and tennis.

Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.

Mindy focuses her talents on helping the team’s clients with a broad range of wealth management needs, including retirement, education and tax planning; business succession planning; estate planning strategies; budgeting and cash-flow analysis; debt management; insurance planning; generational wealth transfer; and philanthropic planning. As a CERTIFIED FINANCIAL PLANNER™ professional, Mindy employs a thorough discovery process to uncover each client’s goals and concerns and then works with the team to develop tangible strategies to address them. She takes care to facilitate thoughtful discussions and effective communication within each family, as well as with their tax and legal advisors, to help ensure that their financial advice is coordinated and comprehensive.

In 2022, 2023, 2024, and 2025 Mindy was named to the Forbes list of America’s Top Women Advisors and Forbes list of Top Women Wealth Advisors Best-In-State. In 2022 Mindy earned the Morgan Stanley Family Wealth Director designation demonstrating knowledge and experience in the management of significant wealth. In 2023, 2024, and 2025, her team, the Winter Street Group at Morgan Stanley, was recognized by Forbes on their list of Best-In-State Wealth Management Teams. She graduated with a degree in Business Administration from the University of New Hampshire, where she was a member of the Division I women’s soccer team.

Mindy lives in Needham with her husband Bryan and their three children where she is a member of the Needham Soccer Club Board of Directors and enjoys coaching her daughter and son for as long as they will let her.


2022, 2023, 2024, 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded 2022, 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023, 2024, 2025) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.

Dave Fivek chairs the team’s Investment Committee and is responsible for maintaining the general investment process and philosophy of the team in addition to managing client relationships. Dave focuses on portfolio construction, asset allocation and investment manager research. This includes analyzing the wide array of available investment vehicles and selecting those that he believes are the appropriate fit for each of our clients’ portfolios. Dave leverages the deep capital markets resources available at Morgan Stanley, as well as research provided by third parties, to maximize the effectiveness of these efforts.

Prior to joining Morgan Stanley in 2001, Dave worked for Thomson Financial in Boston where he helped institutional investors and portfolio managers implement their market data services. This experience provided Dave with a thorough knowledge of the systems and processes that institutions use for analyzing the global capital markets.

Dave graduated from Dartmouth College in 1994. A high-school All-American lacrosse player, Dave played on Dartmouth’s lacrosse team for four years. He lives in Concord, Massachusetts with his two boys. In addition to spending time with his family, Dave enjoys traveling, golf, platform tennis and fly-fishing in Maine.

John focuses on providing detailed financial planning and asset allocation guidance to a select group of the team's clients. Prior to joining Morgan Stanley, John built and led various teams at growing tech companies in Boston and Silicon Valley. He understands first-hand the challenges that business owners and entrepreneurs face while growing their business from ideation to scale. Drawing on this experience, John is uniquely positioned to help connect entrepreneurs with the appropriate resources to help them meet their personal and financial goals.

John holds both FINRA Series 7 and 66 licenses, and has been named to Morgan Stanley's 'Pacesetter's Club,' a global recognition program for Financial Advisors who have demonstrated the highest professional standards and first class client service. In 2023, 2024 and 2025, his team, the Winter Street Group at Morgan Stanley, was recognized by Forbes on their list of Best-In-State Wealth Management Teams. He grew up in New Canaan Connecticut and graduated from Trinity College in Hartford, CT with a B.A. in History. John and his wife, Brenna, along with their three children, live in Concord, Massachusetts. John serves on the Board of Trustees of the Concord Museum. He enjoys his professional life along squash, hockey, improv, history and coaching youth sports.


2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023, 2024,2025) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.

Gabriel is an Executive Director and Portfolio Manager with Morgan Stanley Private Wealth Management. In his role, Gabriel advises ultra-high net worth global families on their investment and asset allocation needs.

Prior to joining Morgan Stanley, Gabriel spent over a decade at J.P. Morgan Private Bank advising entrepreneurs and family office principals on their portfolio and wealth structuring, as well as executing tailored brokerage solutions throughout capital markets. Gabriel is a CFA Charterholder, and holds a B.S. from Syracuse University. He resides in Weston, MA with his wife and two children.

Tess Butterworth is committed to her relationships with successful individuals and families. Tess focuses on a broad range of financial planning topics to assist in all situations and stages of life including retirement, education, tax planning, executive compensation, philanthropic planning, lending strategies, and more. By building a personal relationship to foster a deep understanding of her client’s long-term goals, Tess helps to guide her clients in making the investment decisions for their unique circumstances. Clients are empowered to be confident in their financial decisions so they can focus on what matters most to them, like building a career and family.

Originally joining Morgan Stanley in 2013 in San Francisco, Tess left to gain experience in early-stage, hyper-growth fin-tech and technology companies to better inform her practice in Private Wealth Management. Tess possesses a deep understanding of the resources and guidance entrepreneurs need while in the midst of growing their business; uniquely positioning her to meet their financial needs.

Tess holds her FINRA SIE, Series 7, and Series 66 licenses. Growing up locally in Dover, Massachusetts, she went across the country to graduate from UC Davis with a B.S. in Economics and minor in Psychology. At UC Davis, Tess led their Division 1 Women’s lacrosse team as captain. Currently Tess lives in Charlestown with her husband and young daughter. She enjoys skiing, running, traveling, painting, and spending time with her family and friends.

Debra Dufault is the team’s Group Director, leading the team’s support professionals and overseeing all administrative functions. Deb is adept at servicing client needs in all capacities, with a particular focus on controlled and restricted stock. She holds both FINRA Series 7, 63 & 65 licenses. Deb graduated from Framingham State University. In her free time, she enjoys hiking, reading and music.

Sukanya Ghosh supports the team’s efforts to develop and implement detailed financial plans for sophisticated wealth management clients. Though currently non-practicing, Sukanya began her professional career in 2007 as a trust and estate attorney, working closely with high net worth clients and business owners to address their wealth transfer, charitable giving and tax planning goals. She practiced law at Locke Lord (formerly Edwards Wildman Palmer) in Boston and Clark & Gentry in New York City, gaining experience in a wide range of complex legal, financial and wealth planning matters. Sukanya joined the team in 2016 and holds FINRA Series 7 and 66 licenses.

Sukanya currently lives in Newton, Massachusetts, with her husband and daughter.

Laura joined Morgan Stanley in 2014 and has 24 years' experience in the financial service industry. She holds FINRA Series 7 and 66 licenses. Laura's area of focus includes alternative investments and retirement services. Laura enjoys spending time with family and traveling.

Karen has over 25 years of experience in the financial services industry, starting with Merrill Lynch in 1995 and moving to Morgan Stanley in 2008. As a fully licensed Portfolio Associate, Karen's primary responsibilities include account administration and trade execution. She has extensive experience in equity block trading, fixed income trading, option trading and often helps clients work through Rule 144 and other intricate transactions. Additionally, she is a Notary Public. Karen currently resides in Hudson. She enjoys singing, acting, kayaking, and hiking in her spare time.

Jamie L Goodwin began in the financial services industry in 2011 at Merrill Lynch, moving over to Morgan Stanley in 2013. She received a BA Degree in Business from the University of Massachusetts Boston in 2011 and currently holds her FINRA Series 7, Series 63 and Series 66 licenses.

Caroline joined Morgan Stanley at the Headquarters in NYC in 2020 where she worked with various private wealth teams servicing ultra-high net worth individuals and families. She is committed to providing excellent services to our clients. In her free time, Caroline enjoys skiing, cooking, and hiking with her family.