Troy Hottenstein is a Private Wealth Advisor who provides investment, estate planning and wealth management advisory strategies to families, endowments, foundations and pension plans. He has been serving the needs of his clients in the financial industry for more than 20 years.
Before joining Morgan Stanley Private Wealth Management in 2013, Troy held senior roles at J.P. Morgan Private Bank and Legacy Advisors, where he dealt extensively with the unique and complex challenges facing wealthy families. He was an Executive Director at J.P. Morgan Private Bank, responsible for advising high-net-worth clients on investment management, credit, banking and estate planning strategies. During his time at Legacy Advisors, a leading independent Registered Investment Advisor, he managed client portfolios and conducted due diligence on a broad spectrum of investments, including separately managed accounts, mutual funds, ETFs and alternatives.
Troy spent the first part of his career working with and for institutional asset managers in the New York City area, initially joining Comstock Partners in 1991 as a senior research analyst. In 1998, he was hired by UBS to help create a team to service hedge funds and was later promoted to Executive Director and Head of the U.S. equity arbitrage trading desk. In 2005, Troy was recruited to join RG Capital Management, a hedge fund in the Philadelphia area, where he focused on trading the securities of companies involved in corporate actions such as merger arbitrage, spinoffs and bankruptcies.
Troy graduated cum laude with a B.A. in economics from Princeton University, where he was a member of the men’s varsity basketball team, garnering three NCAA tournament invitations. He has also earned the designations of Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). Troy lives in Wayne, Pennsylvania, with his wife, Katrina, and their three children, Sara, Leah and Drew.
Securities Agent: CA, CT, DE, FL, HI, IL, MA, MD, ME, MI, NJ, NV, NY, OH, OR, PA, RI, SC, TN, VA, VT, WA; General Securities Representative; Investment Advisor Representative