The Bridge Group at Morgan Stanley

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The Bridge Group


Working with you to help preserve and grow wealth for your long-term goals

Our Story and Services

Our Story

The Bridge Group provides strategic guidance to assist affluent families with personal and lifestyle issues as well as those associated with more traditional wealth planning. We partner with our clients and their other trusted professional advisors to clearly define their needs and to develop and execute innovative solutions. Our philosophy demands we know our clients well. Thus, we maintain close long term relationships with a select few.

Services Include

  • Asset Management
  • Philanthropic Services
  • Alternative Investments
  • Endowments and Foundations
  • Fixed Income
  • Executive Financial Services
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Planning for Special Needs Individuals

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



Scott Kleiner Professional Details:

  • 1986 - Present: Morgan Stanley, Executive Director
  • B.A. in Classics, Beloit College
  • Series 3, 7, 63 & 65 Licensed
  • Life & Health Insurance Licensed

Adam Ronzoni Professional Details:

  • 2013-Present: Morgan Stanley, Financial Advisor
  • 2008-2013: Morgan Stanley, Portfolio Manager-Executive Director
  • 2005-2008: ClearBridge Investments, Portfolio Manager-Director
  • 1998-2005: Citigroup Asset Management, Portfolio Manager-Vice President
  • M.B.A in Finance, Fordham University Graduate School of Business
  • B.A in Psychology, Haverford College
  • Series 7 & 66 Licensed
  • Life & Health Insurance Licensed

Stephanie Osorio Professional Details:

  • 2007 - Present: Morgan Stanley, Portfolio Associate
  • B.S. in Finance, Montclair State University
  • Series 7, 63 & 65 Licensed
  • Life & Health Insurance Licensed
  • Fluent in Spanish

Joel Kamor Professional Details:

  • 2016-Present: Morgan Stanley, Financial Advisor
  • 2011-2016: Boston Provident L.P., Buy-Side Analyst and Senior Trader
  • 2003-2011: Oppenheimer, Executive Director – Institutional Research Sales, Financial Sector Specialist, Sales & Trading
  • 2001-2003: Sandler O’Neill + Partners, Vice President – Position Trader/Market Maker, Sales & Trading
  • 1999-2002: Citibank, Assistant Vice President – Position Trader/Market Maker, Sales & Trading
  • 1994-2000: Morgan Stanley, Associate - International Equities Sales & Trading
  • Chartered Financial Analyst Designation, CFA® from the CFA Institute
  • M.B.A in Finance, New York University Stern School of School of Business
  • B.S. in Finance & International Business, Binghamton University
  • Series 7 & 66 Licensed
  • Life & Health Insurance Licensed



  • Financial Times 400 Top Financial Advisors



  • 522 Fifth Avenue
  • 11th Floor
  • New York, NY 10036

    Meet The Bridge Group


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Insights and Outcomes

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


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact The Bridge Group today.

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