Western New York Market Office

Ronald H. Yoo is the Executive Director and Leader of the Western New York Market. He started his career as a Financial Advisor in 2003 and has over 20 years of industry experience with the last 17 years being at Morgan Stanley. Ron has held various positions within leadership from being the Business Development Manager to the Associate Complex Manager to running a Branch in other markets in the New York Metro Region.

In his role, Ron works closely with Financial Advisors and assists them in the advancement of their practice. In addition, Ron draws upon his experience as a former Financial Advisor to create a culture of growth and partnership. He helps organize client events and assists in the marketing and business building campaigns. Ron is also a member of the Morgan Stanley Wealth Management’s National Diversity & Inclusion Council.

Ron is a graduate of SUNY Buffalo’s School of Management program with concentrations in Finance and Marketing. Outside of the office Ron enjoys a multitude of outdoor activities and enjoys dining out. He along with his wife Min, their twin boys Ken, Fred and daughter, Ariana, are looking forward to relocating to the Rochester area.

Matt brings more than 30 years of extensive financial services experience to Morgan Stanley in the areas of wealth management, business development, branch management and practice management. Matt’s expansive knowledge of the industry supplements his ability to effectively work with advisors and field leaders to increase productivity and profitability.

Previously, Matt held senior roles in practice management, advisor training, regional sales and branch management in Baltimore, New York, California and Columbus Ohio for UBS, Paine Webber and Prudential Securities, he also has served as an expert witness within the securities industry. Prior to taking a management track Matt built a successful book of business with predecessor firms that eventually became Smith Barney.

He holds a B.A. in Economics from Brandeis University, is a dedicated baseball coach and has been a substitute teacher in the Weston public school system where he now resides. Matt has completed the Boston and New York City marathons and is a proud participant in the Pan Mass Challenge bicycle race, raising funds and awareness for cancer research.

Jamie C. Bailey is a First Vice President and Senior Risk Officer in the Western New York Market. She has over 25 years of experience in the financial services industry and has firmly established a solid reputation for her ardent support of Financial Advisors in helping them achieve their risk management objectives.

A Rochester native, Jamie began her career while studying at St. John Fisher College, where she graduated Summa Cum Laude with a degree in Management and Finance. She interned as a Client Service Associate for a highly successful Financial Advisor at Prudential Securities, who eventually hired her full time.

From there, Jamie worked in the same capacity for a Financial Advisor at Smith Barney who specialized in institutional sales and stock plan services, giving her a deeper understanding of the industry. After 10 years as a Client Service Associate, Jamie took stock of her future and decided that she would like to move up the proverbial corporate ladder.

In 2005, she joined Morgan Stanley as the Area Administrative Manager and began working as the Sr. Risk Officer for John Powers in 2006, Manager of the Western New York Complex. She hasn’t left since. In fact, she has been in her current role long enough to face successfully just about any situation a risk officer is likely to encounter, gaining the respect of her contemporaries.

Today, Jamie runs all of the risk and compliance for the Complex’s seven branches. She holds Series 9 and 10 licenses and sits on the Firm’s Complex Risk Officer Council. “When I was a Client Service Associate all those years ago, I always knew there was something more for me to accomplish,” she says. “I’m grateful that I was able to find out where I could be of most benefit to others.”

When Jamie isn’t working, she is comfortable at home with her husband and step son in Victor. She is and has always been an avid skier. “I’ve been doing it since I was two,” she says proudly. She also loves reading and horseback riding.

As the Western NY Training Specialist, Krisha provides training and resources on Morgan Stanley applications and tools used by Financial Advisors in their daily practice. She focuses training on best practices, implementing solutions for increased productivity and revenue growth.

Krisha truly enjoys working with individual FA’s, Support Staff and teams towards a common goal. She understands everyone runs their practice differently, and will provide a custom learning plan unique to your goals.

Krisha is an Alumni of St. John Fisher College with a Bachelor of Science in Corporate Finance and Marketing. She joined Morgan Stanley in 2014 as a Registered Associate. Before joining the firm, she was with Westminster Financial as the Client Relationship Coordinator. During her free time she volunteers as a mentor through Compeer Rochester Youth Program, where she has mentored for the last eight years.