Richard Linhart

Executive Director, Financial Advisor, Senior Portfolio Management Director

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Richard Linhart

MY MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

My Story and Services

Richard Linhart

Richard Linhart joined Morgan Stanley Wealth Management in 2009, after a 25 year career as a private equity and public market investor.  He focuses on working with clients on equities and alternative investments, with an emphasis on overall asset allocation.  Prior to joining Morgan Stanley, Richard was president of Opus Capital, LLC, an investment firm focused on private equity investing in media companies and on public market investments.  He has been an active private equity investor for more than twenty years, as head of his own firm and also as a partner of Bear Stearns Merchant Banking and Wesray Capital Corp., one of the pioneer private equity firms.  During the 1990’s, Richard was chairman and majority shareholder of Opus Publishing Group, L.P., a publisher of specialty consumer magazines that he and his partners sold to Primedia, and general partner of Opus Capital Partners, L.P., an investment fund.  He began his career in the Investment Banking Department of Donaldson, Lufkin & Jenrette.

Richard holds a Bachelor of Science in Economics degree, summa cum laude, from the Wharton School of the University of Pennsylvania.  He is a member of the Executive Committee of Congregation Kehilath Jeshurun, and a trustee of the Jewish Community Relations Council of New York (JCRC).  Richard and his wife Leora, a pediatrician, live in New York City with their four children, and he is an avid tennis player.

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Services Include

  • Alternative Investments
  • Cash Management
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Professional Portfolio Management
  • Wealth Management

Securities Agent: AZ, CA, CT, DC, FL, IL, IN, MA, MD, NJ, NY, PA, SC, TX; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1383230


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

Location

Location

  • 55 East 52nd St, 29th Fl
  • New York, NY 10055


    Client Service Team

    Client Service Team

    Noah Rosenthal

    Portfolio Management Associate


    Noah Rosenthal has served as a Portfolio Management Associate at Morgan Stanley in the Wealth Management Division since 2013, and prior to that he was an Client Service Associate since first joining the team in 2011.  He focuses on portfolio management and fundamental equity research for the team.  Prior to joining Morgan Stanley, Noah worked at Banca IMI Securities in the Finance Division from 2009-2011.  Prior to that, Noah began his financial career in 2006 at Morgan Stanley with the Equity Sales Reporting Department within the Finance Division.  Noah holds a Bachelor of Science in Business Administration, summa cum laude, from the University at Albany.  Noah lives in Brooklyn, NY with his wife Dorene and son Matthew.

    Caroline Laitman, CFP®

    Wealth Management Associate


    Caroline joined Morgan Stanley in October 2013 as a Client Service Associate and became a Registered Associate after passing her Series 7 and Series 66 in March 2014.  She holds a Bachelor of Science in Human and Organizational Development from Vanderbilt University, where she graduated cum laude in May 2013.  She heads the operational responsibilities for the team while also working closely with clients to assist them with financial planning matters.  Caroline grew up in Westchester County and now resides in Manhattan.

    Wendy Nulty

    Client Service Associate


    Wendy started as a client service associate for the Linhart Group in July 2017. She graduated magna cum laude from Fordham University in May 2017 with a Bachelor of Arts in Economics and a minor in Business Administration. She recently transitioned into wealth management from the non-profit sector where she specialized in client relationship building. Wendy was raised and currently resides in Queens.

    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

    Family

    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

    Retirement

    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

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    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

    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.

    Ready to start a conversation? Contact Richard Linhart today.

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