Morgan Stanley Private Wealth Management


Eagle Team

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Eagle Team

We leverage our investment experience and opportunities afforded by our firm to help preserve and grow your wealth for a positive impact on the people and causes that add meaning to your life

Welcome

Welcome

As a Morgan Stanley Private Wealth Advisory Team, we combine our extensive experience with the vast resources of a global financial services firm, to address the planning, governance, liability management, and investing needs of affluent families, their businesses, and philanthropic enterprises. Our holistic approach is grounded in investment strategy, but covers virtually every aspect of your financial life including: risk management, trust and estate structures, and even family dynamics and lifestyle management. By helping you preserve and grow your financial, family and social capital, we will assist you in ultimately shaping your legacy while providing value and guidance for generations to come. 

We are a boutique practice catering to a select and small group of clients, we maintain close and personal connections to our clients.   We stay connected to your goals that let you focus on the people, passions and philanthropies that add meaning to your life.  Our team scans the estate planning strategies, wealth succession, alternative investments, and philanthropy opportunities needed to protect and advance your wealth.  Many of our clients have unique and deeply rooted interests that require their full time focus.  Our job is to understand your life passions and customize an investment strategy trajectory that meets your needs.
 

Capabilities

  • Comprehensive Wealth Planning
  • Investment Management
  • Open-Architecture Platform
  • Manager Selection
  • Proprietary Investment Opportunities
  • Philanthropy Management
  • Family Governance & Wealth Education
  • Consolidated Reporting
  • Corporate Services
  • Sustainable & Responsible Investing
  • Corporate Stock Plans
  • Retirement & Pension Plans


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working with You

Philosophy

The incredible advantage of working with the Eagle Team is our “small to big” difference. We keep your access “small” with a direct link and connection to Nadine, Maggie and team, while having the “big” unparalleled resources of a global firm at your fingertips.

Unlike cookie-cutter processes that tend to minimize client individuality and pigeon-hole clients into pre-determined investments, we insist on sitting down and truly understanding our clients’ needs and interests. We strive to work as much as possible from our clients’ perspectives to understand where you are coming from and then apply our knowledge to help you get where you want to go. The end result is a comprehensive, customized wealth management plan, emphasizing global diversification, tax efficiency and risk management. Working with us empowers you to achieve financial success but, moreover, to establish career and life mission statements and legacy objectives that provide greater purpose toward that success.

In addition to our client-first focus, giving back is central to our philosophy. Our philanthropic efforts are realized through our passions in our own personal lives, as well as through the work we do with clients to help them discover and grow their own passions. Additionally, we are one of the only teams within Morgan Stanley Private Wealth Management to create special events connecting entertainers and Morgan Stanley clients, in an effort to raises awareness and funds for select not-for-profits.



Clients

Our clients come from all sectors of the technology, philanthropic, entertainment and artistic spheres. We take special pride in creating a safe space for entrepreneurs, artists, scientists and others whose creative contributions have transformed society and have a cultural imprint on how we look at the world. Many of our clients are notable Award winners whose unique contributions to the sciences, theatre, film and television have given them the options to support philanthropic foundations that benefit our society. We actively support these passions to give them a voice. Our clients’ unique financial situations require sophisticated advice around the best investment strategies to ensure long term financial security.


About PWM

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 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • 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 Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Approach

Approach

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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.

Press and Awards

Family Wealth Director


Global Sports and Entertainment Director


Alternatives Investment Director


Co-Chair Multi-Cultural Employee Networking Group
 

Forbes’ “Top Women Financial Advisors Award”
2017, 2018

Forbes’ “Best-In-State Wealth Advisors”
2018

The Financial Times’ “Top 400 Financial Advisors”
2017
 
 
Co-Chair of American Theatre Wing Centennial Gala & Advisory Committee
2017-Present

 
Multi-Cultural Leadership Summit – Organizer and Interviewer of Hamilton Chicago Cast
2017


Location

Location

  • 1585 Broadway, 21st Fl
  • New York, NY 10036


      Meet the Professionals

      Managing Significant Wealth

      • Investment Management
      • Wealth Transfer & Philanthropy
      • Cash Management & Lending
      • Family Governance & Legacy
      • Signature Access
      • Business Services

      Insights and Outcomes

      Thought Leadership from Morgan Stanley Family Office Resources for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the leading FOR specialists.

      We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.

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      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.

      See the Financial Advisors Biographies for Registration and Licensing information.

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      Awards Disclosures