Westminster Group at Morgan Stanley

Pat LeBeau is an Executive Director, Financial Advisor with Morgan Stanley Wealth Management in Providence, Rhode Island. He also holds firm designations as a Family Wealth Director, an Alternative Investments Director and is a Workplace Advisor – Equity Compensation. He also is Certified Financial Planner (CFP^®) and ADPA™ designee. Combining the knowledge and experience gained over nearly three decades, he leads a team of professionals who are dedicated to understanding and addressing the needs and concerns of privately held business owners, private equity executives, corporate executives and their families .

Pat also has significant experience working with business owners of privately-held companies. In addition to providing guidance on the sale of their business, he can help develop a detailed succession plan designed to represent their family’s interests for the future. He is driven to provide clients with a tailored wealth management approach that focuses on both sides of their balance sheets to help them address the entirety of their financial lives.

Prior to joining Morgan Stanley Private Wealth Management, he has held positions at Bank of America Private Bank (formerly US Trust), and RBS/Citizens Investment Services, including senior vice president and director of the northeast market, and director of its fixed income trading desk. He earned his bachelor’s degree from the University of Massachusetts, where he is a member of its Gold Key International Honor Society. Pat has participated in executive education programs at Babson University School for Executive Education and the Executive Education Program from the Wharton School. He is a Certified Financial Planner, a designation awarded by the Certified Financial Planner Board of Standards, Inc, and also holds the Accredited Domestic Partnership Advisor, ADPA, designation.

An ardent supporter of both foster youth and animal conservation efforts, Pat currently serves as Chairman of the Board of Trustees and is an executive board member for the Rhode Island Zoological Society and the Roger Williams Park Zoo. He is also President of the Board of Directors for Foster Forward.

Rob serves as a Managing Director, Wealth Advisor, and Portfolio Management Director at Morgan Stanley, based in Providence, Rhode Island. Since entering the industry in 1980, Rob has helped make a significant impact on his clients’ financial lives. His passion, extensive knowledge, and attention to detail are testaments to his over forty years of dedicated service. Rob has a focus in working with individual clients and non-profit organizations. His team includes Kristen Dalton, a Senior Registered Associate with twenty years of experience in the investment business.

After graduating from the University of Rhode Island, Rob commenced his career at Kidder Peabody & Co., continuing through its acquisition by PaineWebber & Co. In May 1995, he joined Morgan Stanley as a Senior Vice president. Recognizing his experience, Morgan Stanley selected Rob to participate in their prestigious Wealth Advisor program, in collaboration with the Wharton postgraduate program at the University of Pennsylvania.

Rob currently resides in both Pawtucket, Rhode Island, and Boynton Beach, Florida, with his wife Mindy. He is a proud grandfather of three grandchildren.

Outside of his professional responsibilities, Rob is actively engaged in his local community. He serves on the Rhode Island Foundation Investment Committee and is a member of their Professional Advisory Council. He is the Chairman of the Rhode Island Jewish Alliance Investment Committee. Additionally, he is a past President of the Rhode Island Association of Investment Firms. Rob has also contributed to academia by teaching courses at the University of Rhode Island and Bryant University. Furthermore, he has established an ongoing intern/analyst program at Brown University, fostering a passion for finance in the next generation.

In his free time, Rob enjoys engaging in outdoor activities, maintaining an active lifestyle, and traveling.

Caitlyn is a First Vice President and Financial Advisor within The Westminster Group, Morgan Stanley Wealth Management in Providence, Rhode Island. She joined the Westminster Group in 2024, reuniting her with the colleagues she worked with closely on behalf of clients for over a decade at Bank of America Private Bank (formerly U.S. Trust).

Caitlyn focuses on wealth, estate and financial planning strategies for individuals and families. She works closely with clients’ outside attorneys, accountants and other advisors to help provide holistic and collaborative solutions.

Prior to joining The Westminster Group, Caitlyn served in various capacities at Bank of America Private Bank (formerly U.S. Trust) for twelve years, most recently as a Senior Vice President and Senior Trust Officer in the high-net-worth group. She also practiced as an attorney at Azzinaro, Manni-Paquette in Pawtucket, Rhode Island prior to her time at the Bank, focusing on general civil litigation and estate planning.

Caitlyn earned her Bachelor of Arts degree from College of the Holy Cross in Worcester, Massachusetts, and her law degree from Roger Williams University School of Law (Not-practicing at Morgan Stanley.) She is an executive board member of the Estate Planning Council of Rhode Island (serving as Secretary for 2024-2025), and an active member of the Programs Committee. Caitlyn is also a member of the Probate and Trust Committee of the Rhode Island Bar Association. She is admitted to the bar in Rhode Island and Massachusetts. Caitlyn completed the FINRA SIE exam and holds both her Series 7 and Series 66 licenses.

Caitlyn lives with her husband and sons in Lincoln, Rhode Island. She does not provide legal advice in her role at Morgan Stanley.

John Berkery joined Morgan Stanley Wealth Management in Providence, Rhode Island helping to form the high net worth boutique, The Westminster Group. He is an Executive Director and Financial Advisor, having spent over 20 years at Bank of America Private Bank/US Trust as a Managing Director and Portfolio Manager. Prior to this he was an Investment Advisor at Merrill Lynch.

John is responsible for creating and maintaining personalized investment advice and guidance for high net worth investors. He extends the work of the portfolio manager with a broad range of wealth management services including financial planning and wealth strategy available to Westminster Group clients. His primary focus is building custom portfolios while navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies and lending solutions.

John was born and raised in New Jersey and graduated from Assumption University. He holds the Series 7 & 66 licenses. John and his wife, Midge, live in Barrington, RI along with their three daughters.

John Walter recently joined Morgan Stanley Wealth Management in Providence, Rhode Island, as an Executive Director and Financial Advisor after working 25 years at Bank of America Private Bank as a Managing Director and Portfolio Manager. John was responsible for creating and maintaining personalized investment advice and guidance and a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating, and implementing potential solution, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to cash management and lending solutions.

John was born and raised in New York and graduated from Marietta College in Ohio. He holds the Series 7 & 66 licenses. In his spare time, he serves as a member of the Providence Society of Financial Analysts. John and his wife, Kelley, live in Barrington, RI. They have three daughters – Abigail and Jillian, and Hailey.

Jason Hantman recently joined Morgan Stanley Wealth Management in Providence, Rhode Island, as a Senior Vice President and Financial Advisor from Bank of America Private Bank in Providence as a Senior Vice President and Portfolio Manager where he led the Investment team in the Cape Cod region for the past 28 years. He was responsible for creating and maintaining personalized investment strategies and a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating, and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he supported clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax management strategies, retirement, and multi-generational strategies from risk-based strategies to cash management and lending needs.

Jason was born in Vermont and raised in Dartmouth, Massachusetts. He has an undergraduate degree from Babson College and an MBA degree from Suffolk University. He is a past graduate of Leadership Southcoast and served on the board of the Zeiterion Theatre in New Bedford for more than a decade. An avid golfer, Jason, his wife, Michelle, and their son Maxson live in Rochester, Massachusetts.

Asset Allocation does not assure a profit or protect against loss in declining financial markets.

Laura M. Fiske recently joined Morgan Stanley Wealth Management in Providence, Rhode Island, as an Investment Consultant, Estate Planning Specialist after working for over 35 years at Bank of America Private Bank as a Managing Director and Senior Trust Officer. At Bank of America, Laura was responsible for relationship management through multiple family generations involving the administration of revocable and irrevocable trusts. A significant part of working with clients and their families involved providing estate planning and financial planning services in co-ordination with their outside attorneys, accountants, and other advisors. During her tenure at the Private Bank, Laura was a team leader responsible for managing a group of trust officers and their support staff.

Laura graduated with a B.S. in business administration with a concentration in legal studies from Roger Williams University. She holds the Series 7 & 66 and NMLS licenses. Laura is originally from Barrington, RI where she currently lives with her son, Zachary.

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