Morgan Stanley Private Wealth Management


Ron Vinder

Managing Director, Private Wealth Advisor

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Ron Vinder

A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations.

Welcome

The Vinder Group

The Vinder Group is a five-member financial team.  We serve the wealth management needs of individuals, families, business owners, and corporate executives.

We do this by developing wealth management plans based not on speculation, but on asset allocation strategies implemented through the use of index-tracking exchange-traded funds (ETFs).  Grounded in rational investment strategies that have been tested over time, rather than emotional responses to market events, our asset-allocation based approach provides assurances again what no one can predict, so that you can be confident in your future.

In addition, our scope of services includes everything you would find in a typical family office such as reporting and monitoring of assets, quarterly/annual review, review of private investment opportunities, financial and investment education, philanthropy coordination, estate planning, monitoring budget/expenses, and bill payment.

Our goal is to help you pursue the things you want to do in life by sustaining your financial success. You have secured a position of financial independence; our goal is to make sure you stay there.

Capabilities

  • Family Governance & Wealth Education
  • Comprehensive Wealth Planning
  • Investment Management
  • Sustainable & Responsible Investing
  • Philanthropy Management

Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MN, NC, NH, NJ, NY, OH, OR, RI, TX, VA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1482498


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

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.

Accolades

  • 2018 Barron's Top 1,200 Advisors in America and Ranked #10 in NY
  • 2015 Barron’s Top 1,200 Advisors in America and Ranked #13 in NY
  • 2015 Barron’s Top 100 Advisors in America
  • 2015 Barron’s Top 1,200 Advisors in America and Ranked #13 in NY
  • 2014 Barron’s Top 100 Advisors in America
  • 2014 Barron’s Top 1,200 Advisors in America and Ranked #14 in NY
  • 2013 Barron’s Top 100 Advisors in America
  • 2013 Barron’s Top 1,000 Advisors in America and Ranked #18 in NY
  • 2012 Barron’s Top 1,000 Financial Advisor
  • 2012 Barron’s Top 100 Financial Advisor
  • 2011 Barron’s Top 1,000 Financial Advisor
  • 2011 Barron’s Top 100 Financial Advisor
  • 2010 Barron’s Top 1,000 Financial Advisor
  • 2009 Barron’s Top 1,000 Financial Advisor


Client Service Team

Client Service Team

Eddie F. Horta


Costas Liappas


Elena T. Tomasino


Kathryn Hogan


Location

Location

  • 101 Park Avenue 23rd Floor
  • New York, NY 10178


    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Private Banking Solutions
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services

    Insights and Outcomes

    Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.

    Ready to start a conversation? Contact Ron Vinder today.

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    The securities/instruments, investments and investment strategies discussed in this material 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 do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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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.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    Awards Disclosures