OUR MISSION STATEMENT
Excellence in family wealth planning for your family’s unique goals
Excellence in family wealth planning for your family’s unique goals
With over 23 years of experience, Brett provides investment advice and financial planning to OWCM clients.
Prior to joining Morgan Stanley, Brett was a Vice President at U.S. Trust, N.A., a 150 year old high net worth wealth management firm. Earlier in his career, Brett was part of the team responsible for starting the National Financial Planning program for Charles Schwab & Co., Inc.
Brett has been published in several magazines, including The Journal of Financial Planning for his collaborative peer reviewed work on measuring the sensitivity of a portfolio to catastrophic “Black Swan” events.
In addition to being a Certified Financial Planner™ and Chartered Financial Consultant®, Brett received his B.A. in Economics from the University of Connecticut and participated in the Executive Education program at the Stanford University Graduate School of Business.
Brett has previously served on the Hartford Foundation for Public Giving’s Professional Advisory Committee, the Board of The Estate and Business Planning Council of Hartford, and The Board of the Association for Corporate Growth, Connecticut Chapter. Brett lives with his wife and two daughters in Marlborough, Connecticut.
BM/Supervisor; Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Prior to merging with the OWCM Group, Jay joined The Oakley Wing Group at Morgan Stanley in 2010, moving his advisory practice from Merrill Lynch in New York City.
As a Certified Financial Planner, Jay focuses on developing personalized, forward-thinking financial planning strategies to help clients make in-formed, confident decisions about their finances.
He is a graduate of Hobart College, with a B.A. in Economics and a B.A. in Environmental studies, and was awarded All-American status in collegiate sailing. His education and sailing interests are the foundation of his passion for Sustainable and Responsible Investing. Jay works closely with clients to help them align their portfolios with their values of and views on “Social Responsibility”.
Jay currently serves as Treasurer of the Community Music School, and is a class agent for the Hotchkiss School Endowment Fund.
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative
Tom has been providing asset management for 39 years. He is a cofounder of the Oakley Wing Group which has recently become the OWCM Group. Immediately prior to this current role Tom was a member of the Smith Barney Asset Management Large Cap Value Team which provided Portfolio Management to the firm’s institutional and retail clients.
Tom served as a liaison with the Large Cap Growth Team where he co-managed a number of the Large Cap Balanced Portfolios.
Tom’s earliest experience in the Financial Services industry was that of a Registered Representative starting in 1976 with Smith Barney, Harris Upham. Before that, Tom received his B.A. in History from Wittenberg University. Tom lives in Lyme with his wife, Andrea.
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Providing clients access to sustainable investing products and strategies while also pioneering solutions to our global challenges.
With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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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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