OUR MISSION STATEMENT
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
A Wealth of Possibilities
Every path in life offers a wealth of possibilities: the opportunity to endow a philanthropic cause, build an estate, or expand a business or enterprise you’ve worked hard to create. You want an advisor who understands the dimensions of your journey, and can provide direction for the road ahead.
With assets in excess of $1.8 billion as of January 2017. The BlueStone Group at Morgan Stanley is an experienced, fourteen member Wealth Management team. We oversee the complex, and often unique, needs of families through access to the resources of Morgan Stanley’s global capabilities, and hold ourselves to the highest of standards—not just in our professional knowledge but in the delivery of services and the growth of our clients' wealth.
Our commitment extends beyond investment management. As your intermediary, we work with professionals you already have in place from attorneys to CPAs, complementing their resources to provide synergy for your needs—whether that’s designing a trust for future generations, or leveraging assets through commercial opportunities and access to banking and lending services. We then deliver decisive, customized strategies for both your personal and financial journey.
Trust and other fiduciary services are provided by third parties, including Morgan Stanley Private Bank National Association, a wholly-owned subsidiary of Morgan Stanley.
The commitment of Family Office Services extends beyond investment management. We deliver decisive, customized strategies for a small group of ultra high net worth families and institutions.
BUSINESS SUCCESSION PLANNING
CONCIERGE AND LIFESTYLE ADVISORY SERVICES
EXECUTIVE FINANCIAL SERVICES
ACCESS TO PRIVATE BANKING, FINANCING AND LIQUIDITY STRATEGIES
INTERNATIONAL WEALTH MANAGEMENT
"Since The BlueStone Group's founding in 1999, one of our most distinctive values has been 'going above and beyond investment management.' The BlueStone Group's Family Office Services team further demonstrates this value - and delivers our firm to our clients."
Senior Portfolio Management Director
Family Wealth Director
Founding Partner, The Bluestone Wealth Management Group
FAMILY OFFICE SERVICES
BlueStone Group Senior Partner & Founder
Dennis Cutrone is a Family Wealth Director and has been a Financial Advisor with Morgan Stanley since 1998. Morgan Stanley Family Wealth Directors have experience in a range of disciplines including estate planning strategies, traditional and alternative investments, control and restricted securities, access to lending services, hedging and monetization, and business succession planning.
Dennis is a founding partner of the 14-person Bluestone Wealth Management Group at Morgan Stanley in New York City overseeing $1.8 billion in assets as of January 1, 2017. He manages the Family Office practice for the group - working with a small number of ultra-high net worth families and institutions.
Dennis has an MBA from the NYU Stern School of Business as well as a Finance Degree from Pace University Pleasantville, NY.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, MI, MN, NC, ND, NE, NH, NJ, NM, NV, NY, OH, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
BlueStone Group Senior Partner & Founder
Participant- Morgan Stanley Brokerage Simplification Program (BSP) for employees of PricewaterhouseCoopers
As a CERTIFIED FINANCIAL PLANNER, George focuses on financial planning and asset management for our high-net-worth clients. He works closely with clients, their attorneys, accountants and other advisors to help develop customized wealth management strategies that support a wide variety of disciplines, including cash and investment management, fixed income, access to lending services and insurance. As a Director in Morgan Stanley’s Professional Alliance Group, he has aligned with many centers of influence to provide customized Wealth Management services to high-net-worth clients through Morgan Stanley’s Professional Alliance platform.
George and his wife currently reside in NJ with their three children. He currently serves on the board of trustees for the SUNY College of Optometry and the Morgan Stanley Executive Business Owners Council. George’s interests include travel, cooking and community service.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MI, MN, NC, ND, NE, NH, NJ, NM, NV, NY, OH, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Don Healy is a Senior Vice President and a Financial Advisor with Morgan Stanley. He offers wealth management and capital market solutions to our Family Office practice - an area within the BlueStone group at Morgan Stanley catering to the needs of ultra- high net worth families and institutions. Don brings extensive trading and capital markets experience to The BlueStone Group. Don began his career in Morgan Stanley's Institutional Equity Division in 1989, leaving as a Managing Director in 2005. During that time, he traded equities, derivatives, and convertible bonds in both New York and London. From 2005-2015, Don served as a Managing Director at Deutsche Bank as a risk manager, led a proprietary trading team, and also created a middle market coverage team servicing over 300 institutional relationships.
Don graduated from Delbarton School in Morristown, NJ as well as the Wharton School, University of Pennsylvania.
NMLS ID 1615193
Securities Agent: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, LA, MA, MD, MI, MN, NC, ND, NE, NH, NJ, NM, NV, NY, OH, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
Gengsheng assists clients with multi-generational, tax efficient, and risk managed wealth
planning strategies. As a core focus, she advises Chinese clients for our Family Office
Services practice - an area within the BlueStone group at Morgan Stanley catering to the
needs of ultra- high net worth families and institutions. Gengsheng assists with the
nuanced financial planning needs of cross-border families - orchestrating advise across all
providers including legal and taxation. Gengsheng graduated from East China Normal
University. She also received a Master of Arts degree in Anthropology and a Master of
Science degree in Finance.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, NC, ND, NE, NH, NJ, NM, NV, NY, OH, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
Financial Advisor since 1993
Financial Planning Specialist
Series 7 & 63 Licensed
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, MI, MN, NC, ND, NE, NH, NJ, NV, NY, OH, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Lloyd is a First Vice President with Morgan Stanley and has been a Financial Advisor since 1997. Lloyd has been an active member of The Bluestone Group since 2009. He has a focus on customized portfolios and works with more active traders. Lloyd has a Masters Degree from New York University and Undergraduate Finance Degree from George Washington University, both with Honors.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MI, MN, NC, ND, NE, NH, NJ, NV, NY, OH, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
Tom is a Wealth Advisor Associate with The Bluestone Group at Morgan Stanley. His areas of focus include portfolio management, investment execution and financial planning. Prior to joining Morgan Stanley, Tom was a Trading Associate with NorthCoast Asset Management where he managed equity trades for the firm’s actively managed strategies. He is a graduate of Pace University where he was Captain of the varsity lacrosse team.
Tania Espinal joined Morgan Stanley as a Client Service Associate in 2015 and assists both Financial Advisors and Clients with administrative and operational support. Tania is fluent in Spanish and helps cover international clients.
Prior to joining the firm, she worked for several retail banks accumulating more than 10years + financial services industry experience. Tania graduated from Baruch College in 2013 with a Bachelor of Science in Operations Management and a minor in Spanish.
BS - Long Island University/ C.W. Post
Responsible for the development and implementation of marketing strategies
Assists Financial Advisors and Clients with Administrative and Operational Support
Series 7 & 66 Licensed
Portfolio Management Associate
Will Rosato is a Wealth Advisor Associate with The Bluestone Group at Morgan Stanley. Will focuses on the nuances of wealth planning and the innovative digital tools and resources available to serve clients. He helps high-net worth clients uncover their long-term objectives and take the steps necessary to reach their goals by collaborating with Financial Advisors on the team as well as utilizing Morgan Stanley’s state-of-the-art tools.
Will graduated from the University of Pennsylvania. He holds a Bachelor of Arts in Economics and is a member of the Mortar Board Honor Society. Will also holds his Series 7 and 66 licenses.
Securities Agent: NJ, NY; General Securities Representative; Investment Advisor Representative
Briana Zhang is a member of the Family Office practice within the BlueStone Wealth Management Group at Morgan Stanley. Briana provides clients with customized reporting and assists with risk measurement and portfolio construction. By way of her background, she has a particular focus on alternative investment and fixed income management.
Briana began her career at UBS Wealth Management where she worked in fixed income sales and research. She later joined Goldman Sachs Asset Management in its Alternative Investments & Manager Selection group conducting due diligence on fixed income managers. Her latest role was at UBS O’Connor where she oversaw all aspects of client service for the firm’s first private credit fund.
Briana graduated from the University of North Carolina at Chapel Hill. She is a Chartered Financial Analyst (CFA) charterholder.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
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.
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.
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
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.
Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
See all of your financial data in one location, regardless of where your accounts are held, directly on Morgan Stanley Online and the Morgan Stanley Mobile App.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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